(PUB) Investing 2016

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 06-30-16

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

Foreign Stock

— -2.7 -8.2 3.0 2.5 2.7 — — — — — — 12.68 (84) —

— FV [QQQ

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

-4.9 -12.7 1.2 1.3 1.5 56 61 39 25 22 1.2 13.49 (91) -5.8 -10.7 1.8 2.2 3.0 83 78 78 54 49 0.5 12.65 (84) -2.8 -9.9 3.4 2.1 3.6 60 67 39 55 31 1.8 11.77 (91) -0.6 -10.6 0.5 1.6 — 22 57 77 37 — 2.9 11.72 (94) -0.2 -3.0 5.8 — — 23 6 1 — — 0.2 10.97 (92) -4.9 -11.9 2.3 4.4 3.6 78 87 66 16 34 0.5 13.08 (82) -8.7 -9.4 2.0 4.6 5.8 95 94 86 54 21 0.1 14.35 (62) -6.0 -13.3 0.5 1.7 2.1 86 86 77 34 30 1.8 12.78 (88) -1.3 -7.4 2.5 3.0 5.1 31 67 81 79 36 1.3 11.35 (90) -0.8 -3.9 6.5 4.0 4.3 32 16 18 53 27 3.2 12.84 (84) -4.9 -18.9 0.4 1.0 2.2 75 97 79 52 28 2.4 15.6 (94) -5.1 -10.0 4.2 3.4 2.4 80 68 25 26 67 1.0 12.62 (85) -6.2 -9.3 3.4 3.2 2.8 87 60 40 32 55 1.1 12.55 (84) -0.8 -3.9 5.4 5.0 — 30 21 13 11 — 0.7 11.6 (86) -3.3 -9.8 2.2 1.8 1.7 48 43 41 31 39 2.9 12.89 (94) -3.3 -5.7 6.5 5.1 2.7 47 12 3 4 23 1.1 12.26 (85) -0.7 -6.5 5.2 6.5 6.4 23 16 5 3 1 0.8 11.65 (85)

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Ariel International Investor AINTX

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Artisan International Investor ARTIX

FG FR FB FB FR FQ FB FG FG FB FB FB FB FB

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

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Columbia Acorn International Z ACINX

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

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FG [QQQQ

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Fidelity International Index Investor FSIIX

QQQQQ QQQQQ QQQQQ

Fidelity Overseas FOSFX

5.7

First Eagle Overseas A SGOVX

1.9 5.5 4.3 5.7

3 2 4 5 2 0.2 9.06 (84) — 6 3 2 1 — 1.8 7.86 (68)

9.4

FMI International FMIJX

3.2 0.8 7.7

QQQ

Harbor International Institutional HAINX

-1.1 -11.5 1.0 0.7 3.6 25 68 67 61 11 1.8 13.77 (94)

QQQQ

Harding Loevner International Eq Inv HLMNX

3.5 -3.5 4.4 2.9 4.6

4 20 20 38 8 0.7 13.62 (91)

FQ ]QQQQ

IVA International A IVIOX

0.9 -3.0 4.2 4.0 — 24 9 56 48 — 2.5 6.47 (91) 6.6 — 2 49 2 4 — 0.1 12.57 (63) -1.5 -0.7 2.0 97 98 94 89 31 1.9 13.41 (86) -10.2 -20.3 4.3 -7.8 8.3

QQQQQ

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

— FG

— FB [QQ

-1.8 -1.3 0.7

0.0 -10.3

16 52 95 93 72 1.8 17.28 (83)

QQQ

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

1.9 -7.3 -0.3 -0.8 2.4

7 19 86 91 26 1.8 13.79 (91)

FB [QQQQ FB [QQQ

-3.8 -7.5 3.5

2.1 2.0

60 21 15

24 31

0.5 12.12 (84)

-10.5 -18.3 -1.2 2.3 3.7 97 96 93 19 9 2.5 15.64 (87) -3.5 -12.6 2.2 2.4 3.4 51 98 84 78 65 2.6 14.74 (85) -2.6 -5.8 3.2 4.1 5.0 55 32 46 18 2 0.9 12.98 (86) -2.9 -3.5 7.8 6.4 6.2 49 39 14 20 13 0.7 10.95 (82) -3.1 -12.2 1.7 0.9 1.6 40 55 32 32 20 2.1 12.37 (93) -0.6 -8.3 3.9 2.2 3.2 26 52 30 53 44 1.1 12.94 (94) -2.9 -11.4 2.2 1.9 — 39 66 40 29 — 2.2 12.18 (94) 0.4 -2.6 3.8 5.6 5.0 18 4 5 1 1 0.8 8.32 (82) -4.5 -10.0 2.0 2.1 3.3 74 69 73 57 39 1.4 12.82 (90) -2.3 -8.6 2.7 2.1 1.9 33 29 27 25 33 2.9 12.85 (96) 0.9 -6.2 4.0 1.1 — 23 36 58 83 — 2.6 12.7 (88) -5.5 -7.3 6.5 3.8 3.8 80 40 21 57 42 1.6 12.14 (79) -1.6 -8.3 4.0 2.3 3.5 42 52 29 50 37 1.4 14.52 (94) -0.4 -11.6 1.3 1.2 1.6 25 47 38 27 17 2.1 13.81 (96) 0.0 -9.4 1.8 0.5 — 18 38 50 71 — 2.9 12.95 (98)

Oakmark International I OAKIX

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

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FR FV FG FB FV

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FQ FQ FG FV

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FB ]QQQ

0.1 -9.1 2.0 0.6

1.9

15 35 44 67 33

2.8 12.85 (98)

Avg Low

QQQQ

2.0

Virtus Foreign Opportunities A JVIAX

1.3

4.3 4.8 4.2 14 2 24 12 18 0.9 11.25 (77)

World Stock

— 0.4 -4.2 5.6 5.3 4.3 — — — — — — 12.14 (80) —

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

1.6 -3.4 6.3 6.2 5.4 35 39 41 34 26 2.3 11.25 (91) -1.7 -1.9 7.9 7.7 6.7 68 28 16 12 5 0.7 11.78 (85) -0.4 -8.6 6.8 6.5 6.2 51 77 30 29 10 0.0 12.67 (65)

-Avg Avg +Avg +Avg

9.5

Artisan Global Equity Investor ARTHX

-1.2 -8.0 5.5

— 63 73 56 3 — 0.0 12.61 (73)

MSCI World Index MSCI EAFE Index

0.7 -2.8 6.9 6.6 4.4 -3.0 -9.5 2.1 1.6 1.5

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.

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