(PUB) Investing 2016

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5 ! Best

Total Return % 07-31-16

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

World Stock (cont’d)

—

4.5 -1.4

5.3 6.6 4.8

— — — — —

— 12.04 (80) 0.1 13.57 (74) 0.3 11.61 (83) 0.6 10.15 (82) 1.6 14.22 (91) 0.6 11.82 (73) 1.4 10.19 (84) 0.1 12.06 (85) 0.7 12.52 (84) 0.7 11.88 (85) 1.2 14.95 (80)

—

„ „

QQQQQ

9.5 11.1 5.8 10.3

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

7.4

4.6

— — — — 6.3 5.9 6.3 7.0 6.8 5.0 — 8.6 5.2 5.7 5.2 — 7.0 4.6 — — — 7.0 7.8 — 9.5 9.2 2.1 5.3 — 4.2 4.9 4.5 6.5 3.5 — 4.2 3.9 6.9 5.4 5.4 7.3 5.5 — 7.9 — —

21 12 45 41 33 25 39 74 79 70 64 76 39 28 70 81 24 33 99 98 95 87 20 15 96 95 53 39 47 49 75 88 24 33 45 30

2 — 3 —

+Avg Avg Low High

[QQQQ

4.6 -0.7

QQQ QQQ

—

6.0

1.4

4.5 5.4 6.1 4.3 7.5 6.3 6.4 1.4 3.9 7.1 4.9 4.5 3.0 0.3 6.5 6.7 — 6.1

— 8.1 8.0 7.1 7.2 7.0 9.3 6.2 9.0 7.7 6.9 7.2 7.1 3.8 9.3 7.8 — 6.9

66 — — 51 23 — 39 24 17 69 45 27 18 41 16

5.4 -4.3 1.5 -3.9

QQQQ

Fidelity Worldwide FWWFX

—

Avg

„ „ ´ „

[QQQ

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

3.0 -4.7

Low Avg

QQQQ

5.3

0.8

QQQ

Janus Global Research T JAWWX MFS Global Equity A MWEFX

2.4 -5.5

33 49

+Avg

QQQQ

6.9

0.0

8 10

Avg

[QQ

-5.7 -11.4

Oakmark Global I OAKGX

92 63 48

High

„

[QQQ

Oakmark Global Select I OAKWX

-2.2 -6.5

74 12 —

0.8 14.11 (84)

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

]QQQQQ

Old Westbury Small & Mid Cap OWSMX

—

7.6

3.7

21 30

0.7 0.7 2.0 1.0

10.8 (81) 13.9 (80) 8.38 (85) 9.56 (78)

„ ´ „ „ „ ´ ´ „ „ „ ´ ´ „ ´ ´ ´ „ „ „ ´ ´ ´ ´ ´ „ Œ ´ „ „ — Œ Œ

QQQ

Oppenheimer Global A OPPAX Perkins Global Value T JGVAX Tweedy, Browne Value TWEBX

-2.4 -9.7 3.9 -0.7 4.4 -1.6

60 49 43 67 41 33 83 44 44

QQQQ QQQQ

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

2.0 -7.0

97 89 —

2.8 11.07 (89) 0.7 11.92 (84) 1.6 11.52 (87)

QQQQQ

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

7.0 4.6 8.6 6.2

0.1 0.4 6.5 0.1

QQQQ

25 28 58 — — — 38 51 —

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

1.6

— (—)

QQQ

32 33

2.1 11.56 (93)

Avg

DP ]QQQQ

8.8 9.9

2.2 2.2

4.9 1.8

5.9 4.0

15 31 23 18 94 98

65 13 — 76 15 60 84 91 21 3 — —

1.6 11.65 (78) 1.9 11.26 (77)

Low Low

QQQQ

PJ CH PJ

QQQ

Matthews China Investor MCHFX

-8.3 -11.8

0.5 -2.5

1.1 0.0

20.4 (53) 10.3 (46)

+Avg

QQQQQ

Matthews Emerging Asia Investor MEASX

14.0

9.5 11.0 0.3 23.9

—

Low

QQQ

Matthews India Investor MINDX

6.5 7.8 5.6

7.8 11.8

100 93 45 11 72 25 35 46 82 45 51 84 9 24 18 25 5 28 80 73 22 41 17 17

7 14

1 1

0.1 21.02 (25) 1.5 14.43 (67) 1.2 14.18 (74) 3.4 13.48 (88) — 15.34 (74) 0.6 12.21 (91) 1.3 16.58 (76) 3.2 18.72 (72) 0.5 15.64 (79) 1.1 18.51 (70) 0.4 16.03 (82) 1.2 14.79 (79) 1.2 14.56 (74) 0.4 16.72 (74) 2.4 16.97 (75) 0.6 14.01 (59)

+Avg

QQQQ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

3.8 0.8

7.3 3.9 1.2

4.6 2.1 3.0

Avg Avg

QQQ QQQ

T. Rowe Price New Asia PRASX

48 26 15 48 63 60

Vanguard European Stock Index Adm VEUSX

-0.8 -9.6

+Avg

Diversified Emerg. Mkts.

—

10.8 -0.8 -0.4 -2.3 3.5

— — — — —

—

QQQQQ

American Funds New World A NEWFX Causeway Emerging Markets Investor CEMVX

6.8 -0.7 10.1 -4.1

1.5

4 14

Low

QQQ

-0.3 -1.7 -1.1 -4.4

50 39 — 67 87 37

+Avg High

DFA Emerging Markets Value I DFEVX

17.2 14.8 19.1

2.0 1.8 1.4

QQQQ

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

1.9

1.1

7 22

Avg

QQQ

-1.2 -2.0 -1.5 -0.7 -1.3 -2.4

68 45 28

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

QQQQ

7.1 -2.8 13.8 -0.3

73 20

]QQQQ

69 51 48 1 — — 8 19 38 37 53 40

QQQQQ

15.0 15.9

3.0 5.0

5.3

—

QQQQ

3.0 -0.6 0.4 -2.5

QQQ

12.8 -1.3

28 54 41 19

QQQQQ

11.4

2.6

1.6

1.7

World Allocation

—

5.8 0.2

3.1 4.0 4.6

— — — — —

— 8.25 (86)

QQQQ

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

9.0

4.2

6.2 3.4 6.4 4.5 4.2 6.2 2.2 5.4

7.4 3.9 6.9 7.0 4.5 6.0 0.2 —

3 27

3.4 0.6 0.1 4.1 1.3 0.8 0.4 0.9

8.6 (86) 7.08 (92) 8.46 (88) 8.41 (87) 5.94 (89) 9.13 (88) 8.48 (80) 7.67 (96)

QQQ

3.0 -0.8

85 68

54 59 30

QQQQQ

First Eagle Global A SGENX Franklin Mutual Quest A TEQIX

10.6

8.8 0.7 1.6 0.4

QQQ QQQ

7.9 5.1 5.2

26 42 52 32 52 47 86 83 49 37

6 24

IVA Worldwide A IVWAX

38 49 —

E Loomis Sayles Global Equity and Income A LGMAX ´

QQQQ

5 20

]QQ

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

— —

2.9 -2.5

73 92 — 12 — —

Avg Avg

QQQQQ

5.3

1.1

MSCI Emerging Markets Index

13.4 -0.2 -0.4 -3.2 3.2

MSCI World Index MSCI Pacific Index

4.9 -0.5 3.5 -2.0

6.6 3.8

7.9 4.8 3.9 2.4

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.

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