(PUB) Investing 2016

40

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 04-30-16

Total Return % Category Rank

12- Mo Yld %

Stand- ard Devia- tion (R²)

Risk Relative to Category

Morningstar Analyst Rating

1  Best, 100  Worst

A N N U A L I Z E D

Morningstar 500 International Equity

YTD 1 Yr

3 Yr

5 Yr

10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

World Stock (cont’d)

— 0.7 -5.4 5.3 4.7 3.9 — — — — — — 12.23 (80) —

„ QQQQQ „ QQQQQ

Artisan Global Opportunities Inv ARTRX Artisan Global Value Investor ARTGX BBH Global Core Select N BBGNX Dodge & Cox Global Stock DODWX

-0.3 -1.0 7.8 8.4 — 62 14 10 4 — 0.1 13.43 (77)

+Avg Avg Low High

9.1

2.9 -2.3 7.0

— 25 22 18 2 — 0.3 11.55 (81)

QQQ

4.3 -1.6 4.6 — — 12 17 65 — — 0.6 10.29 (82) 2.3 -10.0 6.5 5.7 — 31 87 28 33 — 1.7 14.19 (87) -1.8 -3.6 6.6 6.2 5.5 80 29 26 22 13 0.6 12.31 (73) 0.1 -8.4 4.9 5.4 5.4 54 74 61 38 14 1.5 10.53 (81) 1.4 -2.4 6.9 5.5 5.5 39 22 20 36 12 0.1 12.32 (85) -1.4 -9.6 6.2 5.0 6.0 76 85 33 49 7 0.8 12.66 (83) 4.2 -1.8 7.1 7.8 6.6 13 18 18 7 3 0.7 12.16 (83)

—

ΠQQQ

QQQQ

Fidelity Worldwide FWWFX

—

Avg

„ QQQQ „ QQQQ ´ QQQ Œ QQQQ Œ QQQ „ QQQQ

Franklin Mutual Global Discovery A TEDIX Harding Loevner Global Equity Advisor HLMGX

-Avg Avg +Avg

Janus Global Research T JAWWX MFS Global Equity A MWEFX

Avg

-4.6 -11.7

Oakmark Global I OAKGX

3.9 4.9 4.9 95 94 76 53 26 1.2 14.74 (78)

High

Oakmark Global Select I OAKWX

-2.7 -6.7 6.8 7.6 — 87 63 22 8 — 0.8 14.22 (78)

High -Avg +Avg High Low -Avg Avg Avg Low

QQQQ

7.0

Old Westbury Small & Mid Cap OWSMX

—

1.7 -1.9 6.3 5.3

35 18 32 42 2 0.7 10.98 (81)

„ QQQ

-4.9 -8.6 4.9 4.8 4.3 96 76 59 56 42 0.7 13.69 (81)

Oppenheimer Global A OPPAX

QQQ

-0.5 13.5 12.3

Oppenheimer Global Opportunities A OPGIX

—

7.1 5.8 64 1 1 11 9 0.1 16.53 (36)

´ QQQQ „ QQQQ „ QQ „ QQQQQ ´ QQQQ

Perkins Global Value T JGVAX

0.6 -4.4 3.7 6.0 4.5 48 35 78 27 36 2.0 8.42 (85)

Tweedy, Browne Value TWEBX

1.6 -6.5 3.2 5.5 4.9 37 61 83 35 25 1.0 10.07 (81)

0.4 2.9

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

0.9 -10.4

— 45 90 96 80 — 2.7 11.57 (91)

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

4.2 -1.8 7.1 7.8 6.7 12 18 16 6 3 0.7 12.18 (83)

3.9

0.5 -4.5 6.4 5.8

50 36 30 30 54 1.7 11.66 (86)

´

Vanguard Global Minimum Volatility Inv VMVFX Vanguard Total World Stock Index Inv VTWSX Regional Stock Matthews Asia Dividend Investor MAPIX Matthews Asian Growth & Inc Investor MACSX

NR

1.3 2.2 — — — 40 6 — — — 1.8 — (—) 1.8 -5.5 5.3 4.8 — 34 46 53 55 — 2.1 11.81 (93)

„ QQQ

Avg

„ „ ´

DP ]QQQQ PJ ]QQQQQ

3.0 -6.2 1.6 4.9 — 3 31 15 14 — 1.6 12.07 (84) 4.4 -8.1 -1.4 2.6 6.0 10 5 62 14 60 2.4 11.36 (82) -11.9 -26.9 -1.8 -4.2 7.1 100 71 82 95 26 1.1 20.79 (54) 2.4 -0.9 5.2 — — 23 2 2 — — 0.0 10.47 (53) -1.7 -5.0 14.1 6.1 8.9 70 47 7 14 1 0.1 22.41 (24) 1.1 -10.2 2.8 3.6 8.0 43 15 5 2 1 1.6 14.82 (69) -0.8 -13.6 -0.2 0.9 7.2 53 32 39 29 20 1.3 14.31 (75) 0.4 -9.1 2.6 1.4 2.1 28 47 62 64 60 3.2 13.94 (88)

Low Low

QQQ

Matthews China Investor MCHFX

CH

+Avg

— PJ ]QQQQQ

Matthews Emerging Asia Investor MEASX

Low

QQQ

Matthews India Investor MINDX

— EI

+Avg

„ ´

PJ [QQQQ

Matthews Pacific Tiger Investor MAPTX

Avg Avg

QQQ QQQ

T. Rowe Price New Asia PRASX

PJ ES

Œ

Vanguard European Stock Index Adm VEUSX

+Avg

Diversified Emerg. Mkts.

— 5.0 -15.4 -4.5 -4.3 1.9 — — — — — — 15.48 (77) —

Œ QQQQQ ´ QQQ ´ QQ „ QQQQ „ QQQ „ QQQQ ´ QQQ ´ QQQ ´ QQQ ´ QQQQQ „ [QQQ Œ QQQ ´ QQQQQ „ [QQQ „ QQQ — QQQQQ

American Funds New World A NEWFX Causeway Emerging Markets Investor CEMVX

1.5 -9.3 -0.9 -0.2 4.2 83 9 8 5 8 0.6 12.38 (93) 4.2 -21.5 -5.4 -3.7 — 50 94 62 37 — 1.4 16.72 (79)

Low

+Avg High

DFA Emerging Markets Value I DFEVX

11.8 -17.2 -5.8 -6.6 2.7

5 65 71 86 35 2.5 18.42 (77)

Harding Loevner Emerging Markets Advisor HLEMX Lazard Emerging Markets Equity Open LZOEX Oppenheimer Developing Markets A ODMAX Parametric Emerging Markets Investor EAEMX Seafarer Overseas Gr and Income Investor SFGIX T. Rowe Price Emerging Markets Stock PRMSX Vanguard Emerging Mkts Stock Idx Adm VEMAX Virtus Emerging Markets Opportunities A HEMZX

7.7 -12.4 -2.1 -1.1 3.1 22 23 15 10 29 0.5 15.66 (84)

Avg

11.9 -15.0 -5.5 -3.9 2.9

5 46 65 43 31 1.2 18.25 (75)

High Avg -Avg -Avg +Avg +Avg -Avg Avg -Avg Avg Avg Low +Avg

2.7 -14.1 -3.5 -2.6 4.5 68 38 30 19 4 0.4 16.22 (84) 10.3 -12.9 -4.1 -4.0 — 10 28 38 44 — 0.1 14.61 (82) 10.5 -8.4 1.7 — — 9 6 2 — — 1.0 14.51 (77) 6.6 -13.2 -2.7 -3.2 2.1 32 30 20 28 43 0.5 16.62 (77)

6.2 -18.4 -4.5 -4.7

2.2

36 72 46 57 42

3.0 16.89 (79)

3.2 -8.3 -3.9 0.6 5.1 63 5 36 2 2 0.7 14.29 (64)

World Allocation

— 2.6 -5.2 1.8 2.6 4.1 — — — — — — 8.6 (86) —

American Funds Capital Income Bldr A CAIBX BlackRock Global Allocation Inv A MDLOX

4.8 -1.6 4.4 6.0 5.1 19 16 13 4 21 3.5 8.92 (85) 0.6 -4.8 2.9 2.9 4.9 80 49 42 54 32 1.1 7.21 (93)

First Eagle Global A SGENX Franklin Mutual Quest A TEQIX

7.0 1.7 5.6 5.7 6.8

7 1 2 6 3 0.1 8.56 (89)

3.6 -6.1 4.7 5.4 5.0 33 67 8 10 29 4.3 8.67 (85) 2.0 -3.3 3.6 3.3 — 55 32 27 47 — 1.3 5.86 (91) -0.5 -6.9 -2.1 -0.8 — 90 77 93 92 — 0.0 9.6 (72) 1.7 -3.2 — — — 57 31 — — — 0.9 — (—)

IVA Worldwide A IVWAX

ˇ Q

PIMCO Global Multi-Asset D PGMDX T. Rowe Price Global Allocation RPGAX

—

NR

MSCI Emerging Markets Index

6.8 -18.0 -5.3 -5.3 1.7 1.2 -4.2 6.3 6.0 4.1 -0.2 -7.9 0.3 3.1 1.3

MSCI World Index MSCI Pacific Index

Legend

Categories CH China Region DP Diversified Pacific/Asia Stock EI India Equity ES Europe Stock FA Foreign–Small/Mid Value

FB Foreign–Large Blend FG Foreign–Large Growth FR Foreign–Small/Mid Growth FV Foreign–Large Value JS Japan Stock

LS Latin America Stock PJ Pacific/Asia ex-Japan Stock TV Tactical Allocation

Red  Lowest return in group Green  Highest return in group Italic  Extended performance

E  New this month ][  Increase/decrease in rating NR  No Morningstar Rating; fund less than three years old.