(PUB) Investing 2016

38

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 05-31-16

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

Foreign Stock

— 0.3 -7.2 3.2 2.8 2.8 — — — — — — 12.58 (86) —

QQQQ

American Beacon Intl Equity Inv AAIPX American Century International Gr Inv TWIEX American Funds Europacific Growth A AEPGX American Funds Intl Gr and Inc A IGAAX

— FV

-0.8 -11.2 1.7 1.7 1.9 53 55 39 27 16 1.2 13.36 (92) -2.0 -9.5 2.3 2.7 3.4 80 67 56 43 43 0.5 12.52 (85) -0.8 -9.7 3.0 2.3 3.9 59 71 42 55 27 1.7 11.86 (91) 1.2 -11.1 0.4 1.6 — 19 65 76 46 — 3.0 11.74 (93) 0.6 -4.5 5.8 — — 33 5 1 — — 0.2 10.97 (91) -2.7 -12.6 2.2 4.5 3.8 88 93 60 15 32 0.5 13.1 (82) -2.9 -6.5 2.8 5.6 6.1 92 86 78 30 15 0.1 14.09 (64)

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´

QQQ

FG FG

Œ Œ

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FB ]QQQ

ˇ „ Œ Œ Œ „ „ Œ ´ ´ ´ ´ „ ´ „ ˇ ´ „ ´ „ „ ˇ ˇ ´ „ Œ Œ „ ˇ „ ´ ´ Œ Œ „ „

QQQQQ

Ariel International Investor AINTX

FV

QQQ QQQ

Artisan International Investor ARTIX

FG FR FB FB FR

Artisan International Small Cap Investor ARTJX Artisan International Value Investor ARTKX Causeway International Value Inv CIVVX

QQQQQ

6.7

2.6 -4.9 6.1 7.0

9 7 3 3 1 0.8 11.47 (85)

QQQ QQQ

-1.7 -12.1 1.2 2.0 2.5 76 75 60 32 27 1.7 12.58 (89) 0.9 -7.6 2.4 3.0 5.3 38 89 84 79 34 1.3 11.36 (90)

Columbia Acorn International Z ACINX

FQ ]QQQQ FB ]QQQ

DFA International Small Company I DFISX Dodge & Cox International Stock DODFX Fidelity Diversified International FDIVX Fidelity International Discovery FIGRX Fidelity International Growth FIGFX

3.3 -1.4 7.0 4.4 4.5 29 12 25 59 23 2.5 12.71 (85)

-1.3 -18.2

0.5 1.3 2.6 67 98 74 53 26 2.3 15.56 (94)

QQQ

FG FG FG FB FB FB FB FB FG FQ

-1.0 -7.7 4.8 3.9 2.8 66 48 15 23 60 1.0 12.43 (86) -2.4 -7.5 3.7 3.7 3.1 83 46 28 26 48 1.1 12.46 (85) 0.4 -5.4 5.0 4.9 — 35 24 14 11 — 0.7 11.66 (86) 0.8 -3.6 7.2 5.8 3.1 26 5 2 4 18 1.0 12.07 (87) -0.8 -10.0 2.1 2.0 2.0 51 48 41 30 39 2.8 12.91 (95)

QQQQ QQQQ

QQQQQ

Fidelity Overseas FOSFX

QQQ

Fidelity Spartan International Idx Inv FSIIX

QQQQQ QQQQQ

5.0 -0.6 4.5 4.2 5.6

First Eagle Overseas A SGOVX

2 2 6 6 3 0.2 9.2 (85) — 5 3 3 1 — 1.7 8.05 (69)

9.3

FMI International FMIJX

3.7 -2.4 6.9

QQQ

Harbor International Institutional HAINX

1.9 -11.7 0.5 1.1 3.9 12 71 75 58 10 1.7 13.92 (94)

QQQQ

Harding Loevner International Eq Inv HLMNX

2.1 -7.3 2.5 2.5 4.4 14 43 52 47 12 0.7 13.86 (92) 0.1 -5.4 3.7 3.9 — 89 64 74 67 — 2.5 6.49 (91) 2.2 -15.2 6.9 5.8 — 13 99 5 8 — 0.1 12.64 (65) -4.5 -17.8 -0.9 -0.1 2.6 96 97 91 85 26 1.8 13.17 (89)

QQQ

IVA International A IVIOX

QQQQQ

JOHCM International Select II JOHAX Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX

— FG — FB

QQQ

Q

-1.9

1.0

FB

3.5 -8.9

-0.5

5 32 93 90 72 1.7 17.3 (83)

FB [QQ

2.5 -9.2 -1.1 -1.3

Manning & Napier World Opportunities A EXWAX Neuberger Berman International Eq Inv NIQVX

2.4

9 36 93 93 28 1.8 13.9 (91)

FB ]QQQQQ

1.2 -4.7 4.5

2.7 2.4

19 6 6

17 30

0.4 11.79 (87)

QQQQ

Oakmark International I OAKIX

FB

-4.0 -14.5 -0.2 3.5 4.3 95 91 86 9 6 2.3 15.3 (90) 2.3 -9.9 3.5 3.3 3.9 43 97 78 75 37 2.4 14.38 (86) 0.9 -5.0 3.8 4.5 5.3 29 18 25 17 1 0.9 12.84 (86)

FQ [QQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX T. Rowe Price International Discovery PRIDX T. Rowe Price International Gr & Inc TRIGX T. Rowe Price International Stock PRITX T. Rowe Price Overseas Stock TROSX Tweedy, Browne Global Value TBGVX Vanguard Developed Markets Idx Admiral VTMGX Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX Vanguard International Explorer Inv VINEX Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX USAA International USIFX

QQQQ QQQQ

FG

8.1

FR

0.5 -1.0

6.9 6.3 52 24 15 17 13 0.6 10.85 (84)

FV [QQQ

0.0 -11.6 1.7 1.3 1.8 38 57 39 35 21 2.1 12.36 (93) 1.4 -8.7 3.2 2.3 3.3 23 58 39 52 43 1.1 13.12 (94) 0.0 -11.1 2.3 2.2 — 37 64 36 27 — 2.1 12.16 (95) 1.0 -5.0 3.1 5.4 5.0 30 7 20 1 1 0.8 8.48 (83) -1.2 -9.7 2.1 2.5 3.7 70 73 65 45 32 1.3 12.81 (91) -0.1 -9.1 2.5 2.3 2.1 40 34 31 26 34 2.9 12.9 (96) 3.1 -6.3 3.1 1.0 — 31 89 84 90 — 2.4 12.98 (89) 0.1 -2.9 7.7 4.4 4.2 91 35 12 57 34 1.5 11.7 (84) -0.2 -9.7 2.9 2.3 3.7 45 71 46 52 35 1.4 14.77 (95) 0.3 -13.5 0.4 1.1 1.7 34 75 62 41 25 2.1 13.95 (96) 0.8 -11.1 0.9 0.3 — 26 64 67 79 — 2.9 13.13 (98)

QQQ

FG FB FV

QQQQ

QQQQQ

Low

QQQQ

FG

Avg Avg

FB ]QQQQ FB ]QQQ

+Avg Avg -Avg High +Avg

QQ

FQ FQ FG FV FB FG

QQQ QQQ QQQ

Œ

QQ

1.0 -10.7 1.0 0.5

2.0

22 59 64 76 37

2.8 13.04 (98)

Avg Low

´

QQQQ

1.6

Virtus Foreign Opportunities A JVIAX

2.9

3.0 4.9 4.5

5 1 44 12 11 0.9 11.63 (78)

World Stock

— 1.5 -5.2 5.3 5.3 4.4 — — — — — — 12.18 (81) —

Œ QQQ Œ QQQQ ´ QQQ

American Funds Capital World Gr&Inc A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX

2.0 -5.0 5.6 5.8 5.4 41 43 47 42 26 2.4 11.36 (91) -0.6 -3.1 7.5 7.6 6.8 78 27 14 12 5 0.7 11.86 (86) 0.5 -7.9 6.1 6.3 6.1 59 72 37 32 11 0.0 12.82 (66) -0.9 -9.2 4.6 9.2 — 83 83 66 2 — 0.0 12.75 (73)

-Avg Avg +Avg +Avg

QQQQ

Artisan Global Equity Investor ARTHX

—

MSCI World Index MSCI EAFE Index

1.8 -4.0 6.5 6.5 4.5 -0.6 -10.1 2.0 1.9 1.7

Legend

Categories FA Foreign–Small/Mid Value FB Foreign–Large Blend FG Foreign–Large Growth FQ Foreign Small/Mid Blend FR Foreign–Small/Mid Growth

FV Foreign–Large Value SC Communications SF Financial SH Health SN Natural Resources

SP Equity Precious Metals SR Real Estate SU Utilities ST Technology

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.