(PUB) Investing 2016

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 10-31-16

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

— 0.9 -0.7 -0.2 6.0 2.3 — — — — — — 11.92 (82) —

´ ´

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 FB FV

-1.6 -5.4 -2.8 5.0 1.2 78 91 59 27 23 1.2 12.24 (91) -3.9 -5.9 -1.6 5.5 2.4 85 88 80 51 52 0.5 11.87 (81) 2.9 0.1 1.0 6.2 3.5 26 30 20 33 20 1.7 11.18 (89) 3.8 -0.1 -1.8 4.6 — 19 25 63 54 — 2.3 10.93 (93) 0.2 -2.7 1.1 — — 53 50 6 — — 0.2 10.46 (87) -6.0 -7.0 -2.4 6.3 2.8 98 97 90 32 41 0.5 12.12 (77) -9.5 -9.2 -2.5 7.6 4.8 100 100 98 59 35 0.1 14.21 (57) 3.7 -0.1 1.8 9.7 5.9 20 25 5 3 1 0.8 10.75 (84) -1.9 -4.9 -2.8 5.5 1.9 81 86 84 28 27 1.7 11.6 (87) 1.7 0.5 -0.3 6.2 4.7 34 52 71 82 38 1.3 11.11 (85) -2.2 -3.7 0.6 6.7 2.1 75 72 33 21 60 1.0 11.66 (83) -3.8 -4.5 -0.4 6.5 2.4 84 79 56 28 55 1.1 11.49 (81) -1.5 -2.9 1.1 7.1 — 66 60 20 15 — 0.7 11.12 (81) 0.3 -2.6 -1.3 5.2 1.3 49 53 48 35 39 2.8 11.91 (94) -0.3 -1.0 2.8 9.0 2.4 61 32 4 4 19 1.0 11.56 (83) 5.2 5.4 2.5 8.3 4.2 27 23 26 46 27 2.8 11.95 (82) 6.4 -0.4 -0.9 6.4 2.7 6 28 40 14 16 2.2 14.79 (90)

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

Œ Œ

ˇ „ Œ Œ Œ „ „ Œ ´ ´ ´ „ ´ ´ „

QQQQQ

Ariel International Investor AINTX

QQQ

Artisan International Investor ARTIX

FR [QQ

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

QQQQQ

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

QQQ QQQ

Columbia Acorn International Z ACINX

QQQQ

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

QQQ QQQ QQQ

QQQQ

QQQ

Fidelity International Index Investor FSIIX

QQQQQ

Fidelity Overseas FOSFX

FB ]QQQQQ

6.9

First Eagle Overseas A SGOVX

8.6

3.5 6.1 5.6

2 1 3 17 3 0.2 8.7 (81) — 4 2 1 1 — 1.7 7.61 (66)

QQQQQ

6.7 11.4

FMI International FMIJX

7.7 6.2

QQQ

Harbor International Institutional HAINX

1.5 -3.7 -2.3 4.2 3.0 33 75 73 65 13 1.7 13.17 (93)

„ „

QQQQ

Harding Loevner International Eq Inv HLMNX

7.1 4.6 1.4 6.1 4.2

2 2 15 36 4 0.7 12.97 (89)

+Avg

IVA International A IVIOX

3.7 1.5 2.4 5.7 — 38 41 28 75 — 2.4 6.1 (89) 8.4 6.2 5.2 10.2 — 1 1 4 1 — 0.1 11.94 (59) -3.9 3.3 1.9 96 98 92 83 26 1.8 12.58 (85) -5.3 -9.5

Low

QQQQQ

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

— FG

+Avg +Avg High

QQQ

11.7

1.0

— FB

5.0 -3.4 4.7

1 3 89 49 51 1.6 17.18 (84)

´ „

FB [QQ

-4.1 2.5

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

2.2 -1.5

1.4 28 39 93 91 36 1.8 12.98 (88)

+Avg

QQQQ QQQQ

FB FB FQ FG

-0.4 -1.4 0.6

5.9 1.9

64 37 14

20 25

0.4 11.37 (82)

Avg

Oakmark International I OAKIX

3.6 -1.3 -1.5 8.5 4.4 21 35 56 4 5 2.2 15.23 (83) 2.3 -1.3 -1.4 6.7 2.9 42 76 81 70 73 2.4 13.88 (85) -1.4 -2.8 -0.7 6.5 4.1 64 58 61 27 5 0.9 12.6 (83)

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

´ „ „ 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

QQQ

QQQQ

6.1

3.4 5.4 5.5 10.9

14 13 9 10 13 0.6 10.5 (79)

FV [QQQ

0.7 -2.4 -1.6 4.6 1.1 47 46 33 36 24 2.0 11.44 (92) 4.1 1.4 1.3 5.5 3.0 12 16 17 52 37 1.1 12.2 (93) 1.7 -2.0 -0.9 5.4 — 32 43 42 29 — 2.1 11.27 (93) 2.9 0.2 1.6 7.9 4.5 27 23 4 6 1 0.8 7.66 (79) 1.4 -1.1 -0.1 5.8 3.2 35 44 48 44 33 1.3 12.09 (90) 1.5 -1.2 -0.7 5.6 1.5 33 34 38 25 34 2.8 11.92 (95) 4.9 1.1 -0.9 4.3 — 12 14 42 64 — 2.8 12.11 (98) 5.1 3.9 0.6 5.3 — 28 32 63 83 — 2.5 12.01 (86) -0.8 -0.1 2.7 8.3 3.6 67 51 24 43 46 1.5 11.55 (76)

QQQ

FG FB FV

QQQQ

QQQQQ

Low

FG ]QQQQ

Avg Avg

QQQ QQQ

FB FB FQ FQ

+Avg Avg -Avg High +Avg

QQQQ

FG [QQQ

5.7 3.6 0.9 6.6 3.4

6 6 26 24 23 1.3 13.62 (94)

QQQ QQQ QQQ

FV FB FG

3.9 -0.7 -2.4 4.8 1.3 23 29 46 33 18 2.0 12.67 (95)

4.9 1.4 -0.8 4.4

1.6

12 12 39 61 31

2.8 12.01 (98)

Avg Low

Virtus Foreign Opportunities A JVIAX

-0.2 -2.4 1.5 5.5 3.0 48 54 14 51 36 0.9 11.09 (74)

World Stock

— 3.3 1.0 2.7 8.1 4.0 — — — — — — 11.56 (78) —

Œ QQQ Œ QQQQ ´ QQQQ ´ QQQQ „ QQQQQ

American Funds Capital World Gr&Inc A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX Artisan Global Equity Investor ARTHX Artisan Global Opportunities Inv ARTRX

4.6 1.6 3.3 9.1 4.8 32 38 38 29 31 2.3 10.57 (90) 1.6 0.6 5.0 10.4 6.3 69 52 15 12 6 0.7 11.14 (84) 4.4 4.1 4.2 10.6 6.0 35 16 21 11 10 0.0 12.26 (62) -0.4 -2.1 3.4 11.4 — 84 80 36 5 — 0.0 12.4 (72)

-Avg Avg +Avg +Avg +Avg

7.6 7.5 12.7

7.8

— 8 4 3 3 — 0.1 12.81 (73)

MSCI World Index MSCI EAFE Index

3.5 1.2 3.8 9.0 3.9 0.5 -2.6 -1.4 5.2 1.1

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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