(PUB) Investing 2016

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5 ! Best

Total Return % 08-31-16

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

—

1.8 2.2 -0.7 -3.3 -3.0 -3.2

3.5 5.5 2.9

— — — — —

— 12.55 (84) 1.2 13.02 (92) 0.5 12.43 (84) 1.7 11.89 (91) 2.8 11.71 (94) 0.1 10.94 (92) 0.5 12.57 (81) 0.1 14.34 (61) 0.8 11.13 (86) 1.7 12.37 (89) 1.2 11.51 (90) 3.1 12.71 (84) 2.2 15.69 (93) 0.9 12.32 (85) 1.1 12.21 (84) 0.7 11.53 (85) 0.1 12.39 (63) 1.8 13.17 (86) 1.6 17.59 (84) 1.8 13.45 (90) 0.4 11.92 (84) 2.4 14.48 (86) 0.8 12.87 (86) 0.6 11.06 (82) 2.0 12.06 (93) 1.0 12.84 (93) 2.1 11.96 (94) 2.8 12.88 (98) 2.5 12.65 (88) 1.5 12.14 (79) 1.3 14.28 (95) 2.0 13.56 (96) 2.7 12.78 (98) 0.8 10.99 (77) — 11.96 (80) 2.2 11.04 (91) 0.7 11.62 (86) 2.3 15.8 (86) 0.8 8.02 (80) 1.3 12.69 (91) 2.7 12.7 (96) 2.8 12.7 (95) 1.0 12.06 (85) 0.2 1.7 9.04 (83) 7.79 (68) 1.7 13.63 (94) 0.7 2.4 13.6 (90) 6.56 (90)

—

QQQ QQQ 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

—

FV FG FG

1.0 2.0 4.9 1.4 6.0 2.1 2.0 0.6 3.8 6.3 2.7 5.1 3.9 5.6 2.5 6.9 5.7 0.0 4.1 0.6 2.1 3.4 8.9 2.1 5.2 2.6 3.7 2.9 3.1 2.6 4.4 6.7 4.9 1.4 2.8 5.0 1.1 5.2 4.6 8.5

4.9 4.9 5.9 4.1 — 6.6 7.1 5.4 5.3 7.1 5.6 6.5 6.0 7.5 5.0 8.8 5.6 5.7 5.4 9.2 2.8 3.4 2.6 5.3 8.0 6.4 6.7 9.6 4.6 5.5 5.2 7.8 5.6 5.4 3.7 4.0 7.4 6.0 4.5 3.7 5.9 4.2

1.6 2.9 3.8 — — 3.5 5.8 6.9 2.3 5.4 4.7 2.9 2.6 2.9 — 1.8 2.8 5.8 — 3.7 4.6 — — 2.3 1.4 2.3 2.4 4.5 3.7 5.1 6.6 1.8 3.5 — 4.8 3.4 2.0 — — 4.2 3.9 1.7 2.1 3.9 5.4 6.8 6.7 —

69 78 94 93 31 54 22 49 25 10 89 76 100 68 12 11 85 93 21 33 25 22 18 70 69 72 87 82 48 53 48 52 46 30

51 21 20 81 68 54 22 35 27 70 58 — 3 — — 79 18 39 95 53 22 84 23 30 72 81 35 25 56 31 42 19 19 19 20 59 43 32 56 12 12 — 6 3 1

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

Œ Œ

3.9 3.7 3.9

3.1 0.3 3.9

FB [QQ

ˇ „ Œ Œ Œ „ „ Œ ´ ´ ´ „ ´ ´ „

QQQQQ

Ariel International Investor AINTX

QQQ

Artisan International Investor ARTIX

-2.4 -0.5

FR [QQ

-5.8

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

0.6 5.3

QQQQQ

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

5.4

5.0 10.2

QQQ QQQ

-1.1 -4.1

Columbia Acorn International Z ACINX

4.2

5.4

QQQQ

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

4.9

6.8

QQQ QQQ QQQ

4.7 -1.0

0.1

0.0

-2.3 -1.4

QQQQQ

2.2

3.2

QQQ

Fidelity International Index Investor FSIIX

1.3 1.3 8.6 8.5 3.2

0.2 2.3 9.0 9.6 0.5

45 33 39

QQQQQ QQQQQ QQQQQ

Fidelity Overseas FOSFX

4 20

First Eagle Overseas A SGOVX

4 4

3 3

4 19

9.1 12.4

FMI International FMIJX

1 —

QQQ

Harbor International Institutional HAINX

25 46

77 55 12

„ „

QQQQ

7.7 11.0

Harding Loevner International Eq Inv HLMNX

16 42 11 54 75 —

FQ [QQ

IVA International A IVIOX

3.8 8.6

3.6 5.0

35 39 2 36 98 99

QQQQQ

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

—

4 —

-5.5 -8.9

-1.1 -0.6

95 84 29 94 74 54

11.1

—

8.4

´ „

QQQ

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

5.6 1.5

5.9 4.6

91 87 28

QQQQ

43 14 71 75 38 86 46 33 36 11 37 52 14 37 34 61 32 18 60 65 31 31 14 20 20 21 69 66

15 84

27 25

FB ]QQQQ

Oakmark International I OAKIX

0.2 -1.4 3.2 -0.2

´ „ „ ˇ ˇ ´ „ ´ Œ Œ „ ˇ „ ´

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

FQ FG

82 64 65

QQQQ QQQQ

2.4

5.1

51 17

3.0

8.4

14 12 13 30 27 18 18 48 37 44 29 —

FV ]QQQQ

2.1 -1.4

QQQ

FG FB FV FG FB FB FQ

5.5

5.0

QQQQ

2.2 -0.4

QQQQQ

2.9

2.6

Low

QQQ

1.5 2.5 5.2 6.0 6.1 3.9 5.2 3.9 6.1 2.9 6.0 1.8 -0.4

1.3 2.2 3.6 7.0 1.7 8.9 0.1 3.9 8.6 6.3 6.7 4.3 1.4

64 43 39 34 24 33

Avg Avg

QQQQ

QQQ

70 —

+Avg Avg -Avg High +Avg

60 87 — 21 48 39 24 30 26 39 31 19 40 67 32 20 33 25

FQ ]QQQQ

QQQ QQQ

FG FV

24 39 14 18 32 10

FB [QQ FG [QQQ

Avg Low

Virtus Foreign Opportunities A JVIAX

World Stock

—

4.9 5.9

6.3 8.3 4.6

— — — — —

—

Œ Œ

QQQ

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

7.0

9.3

36 41 71 37 38 61 80 83

38 33 34

-Avg Avg +Avg +Avg

QQQQ

8.8 10.6 7.8 10.2 6.4 11.8

14 11 23 18

7 9

´ ´

]QQQQ

0.0

12.6 (65)

QQQQ

Artisan Global Equity Investor ARTHX

3 —

0.0 12.47 (73)

MSCI World Index MSCI EAFE Index

4.9 -0.5 0.9 -7.8

6.6 1.6

7.9 4.8 2.9 1.8

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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