(PUB) Investing 2016

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5 ! Best

Total Return % 09-30-16

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)

—

5.8 10.6 11.3 19.3 7.4 11.9

4.7 10.8 4.6

— — — — —

— 11.59 (79) 0.1 12.62 (73) 0.3 11.44 (82) 1.6 13.68 (91) 0.6 11.22 (71) 1.3 10.11 (85) 0.1 11.34 (84) 0.7 11.97 (83) 0.7 11.35 (84) — 14.46 (77) 0.6 9.9 (81)

—

„ „

QQQQQ QQQQQ

9.1 15.8 5.8 13.6

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

— — — — 6.2 5.8 6.3 6.5 6.4 4.8 — 8.3 4.9 4.9 4.9 — 6.6 4.5 — — — 6.8 8.2 — 9.9 9.0 8.8 1.8 4.9 — 4.1 4.7 4.4 6.4 3.4 — 4.0 3.9 6.7 5.0 5.2 7.1 5.4 — 7.8 — —

2 —

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

29 29 38 55 14 18 77 67 46 54 25 11 78 80 26 28 99 97 83 55 16 12 94 91 79 87 52 66 72 88 26 30 39 26 22 41 29 24

28 10 — 64 — — 28 14 — 39 25 16 49 54 24 13 44 15 38 49 12 27 13 13 94 60 45 58 36 42 69 84 41 76 68 45 96 96 — 27 13 11 20 22 56 — — — 34 48 — 29 10 — 86 82 60 83 82 18 2 — — 8 20 10 48 64 15 63 63 60 7 20 1 49 16 — 18 25 1

QQQ

—

6.6

9.9

4.1

—

QQQQ QQQQ QQQQ QQQQ

9.4 13.2

5.8 13.3 5.3 12.1 4.8 10.7 7.2 11.3 5.3 11.0 5.9 13.4 0.7 10.4 4.8 13.2 6.6 12.1 4.5 11.6

Fidelity Worldwide FWWFX

—

3.1

8.9

„ „ ´ „

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

6.0 10.0 7.8 14.7

QQQ

Janus Global Research T JAWWX MFS Global Equity A MWEFX

3.0

7.2

QQQQ

7.8 11.9

[QQ

-2.8

2.9

Oakmark Global I OAKGX

„

QQQQ

Oakmark Global Select I OAKWX

2.3

9.9

0.8

13.8 (83)

QQQQQ

Old Westbury Small & Mid Cap OWSMX

—

8.9 14.4

0.7 10.32 (80)

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

QQQ

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

0.0 2.9 5.5

5.6 6.1 8.9

0.7 — 1.0

13.2 (79) 8.19 (85) 9.28 (79)

QQQQ

3.8 3.2

8.8 9.9

[QQQ

0.0

6.1

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

3.6

6.0

2.7 10.67 (88)

QQQQQ

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

7.7 11.7 6.5 12.1 8.1 11.0 7.5 12.3

5.9 13.4 6.4 12.5

0.7

11.4 (84)

QQQQ

1.6 10.98 (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

—

1.7

— (—)

QQQ

5.5 11.1

2.1 11.09 (93)

Avg

QQQQ

12.3 17.8 10.5 13.7 1.0 11.5

5.2 2.0 1.4

9.9 7.1 4.7 — 9.6 7.5 8.1 6.3 4.5 2.2 6.6 3.4 4.6 2.5 — 5.3 3.4 5.4 8.9 6.6 9.1 6.7 9.9 2.2 —

10 23 65 79 98 82

1.7 11.14 (77) 1.9 10.79 (78)

Low Low

PJ [QQQ

QQQ

Matthews China Investor MCHFX

CH PJ

1.0 0.0

20.6 (55) 8.99 (47)

+Avg

QQQQQ

Matthews Emerging Asia Investor MEASX

20.3 26.0 13.4

Low Avg Avg Avg

QQQ

Matthews India Investor MINDX

6.3

5.0 24.8 12.5

100 100 68 23 70 49 32 41 90 65 56 83 9 17 15 18

0.1 17.58 (21) 1.5 13.34 (66) 1.2 13.63 (73) 3.4 12.87 (87) — 14.76 (73) 0.5 11.43 (91) 1.3 15.96 (74) 2.7 18.23 (70) 0.5 15.04 (78) 0.4 15.23 (80) 1.2 14.22 (77) 1.1 13.88 (72) 0.4 15.98 (73) 1.6 18.0 (69)

QQQQ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

10.3 19.5 10.1 16.7

7.8 4.8

QQQ QQQ

T. Rowe Price New Asia PRASX

Vanguard European Stock Index Adm VEUSX

0.5

2.7

-0.1

+Avg

Diversified Emerg. Mkts.

—

14.3 15.2 -0.4 3.7 3.5

— — — — —

—

[QQQQ

American Funds New World A NEWFX Causeway Emerging Markets Investor CEMVX

8.7 13.3 13.5 10.5 21.0 19.8 19.0 19.8 23.7 23.3 12.7 17.9 14.9 13.2 16.8 18.0 20.2 22.0 16.2 15.8 14.1 15.4 6.5 8.3 8.3 11.1

0.8

31 12 17 56 33 — 72 75 33

Low

QQQ

-0.8 -1.7

+Avg High

[QQ

DFA Emerging Markets Value I DFEVX

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

8 22

Avg

QQQ

-1.4 -1.5 -2.0

68 56 27

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

QQQQ

65 27 45 65 28 26

69 31

QQQ

75 70 51 2 — — 10 22 37 40 55 40

QQQQQ

4.7 3.0 0.2 3.0 5.6 3.2 5.9 3.4 6.0 3.1 5.2

QQQQ

QQQ

34 47 50 51

2.4 0.6

16.4 (73) 12.5 (60)

QQQQQ

11 19

World Allocation

—

2.8 6.7 4.4

— — — — —

— 7.95 (86)

QQQ QQQ

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

23 12 83 73

6 15 32 53 63 25

3.4 0.6 0.1 4.5 1.3 0.8 0.8 0.9

8.33 (84) 6.81 (92) 8.26 (88) 8.31 (87) 5.67 (89) 8.8 (87) 8.21 (81) 7.29 (95)

3.9

6.8

QQQQQ

First Eagle Global A SGENX Franklin Mutual Quest A TEQIX

11.0 16.0 10.0 12.5

1 6

4 11

[QQQ

4.7 10.2

4 22

[QQ

IVA Worldwide A IVWAX

5.7 6.6 3.7

6.8 9.6 7.2

59 74 48 32 85 67 42 24

49 61 —

QQQQ

Loomis Sayles Global Equity and Income A LGMAX

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

— —

56 93 — 10 — —

Avg Avg

QQQQQ

6.9 10.1

MSCI Emerging Markets Index

16.0 16.8 -0.6 0.0 2.5 -0.6

3.0 4.0 7.5 1.5 7.3 2.5

MSCI Europe Index MSCI Pacific Index

5.3 14.7

2.3

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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