(PUB) Investing 2016

40

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

World Stock (cont’d)

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

„ QQQQQ

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

6.7 3.3 4.3 11.1 — 12 21 21 6 — 0.3 11.31 (81) 2.8 -1.1 1.7 — — 58 74 71 — — 0.6 10.0 (79) 5.1 4.3 11.1 — 4 11 21 7 — 1.6 13.39 (90) -0.5 -0.8 2.9 9.3 5.4 85 71 45 26 19 0.6 11.31 (69) 6.6 4.1 3.7 9.1 5.5 13 16 29 31 16 1.3 9.9 (84) 10.2 5.5 3.1 5.5 8.7 5.8 19 22 11 40 13 0.1 11.37 (84) 0.2 -2.3 3.0 7.9 5.9 81 82 44 58 12 0.7 11.9 (82) 5.0 1.3 3.9 10.3 5.9 26 42 27 14 12 0.7 11.38 (83) -0.1 8.4 4.4 93 97 86 46 41 1.1 14.36 (77) 4.1 0.9 4.6 11.5 7.4 39 47 19 5 3 0.7 13.77 (82) -2.1 -5.1

Avg -Avg +Avg Avg -Avg

QQQ

—

ΠQQQQ

QQQQ

Fidelity Worldwide FWWFX

—

„ QQQQ „ QQQQ ´ QQQ „ QQQQ Œ ]QQQ „ ]QQQQQ

Franklin Mutual Global Discovery A TEDIX

Harding Loevner Global Equity Advisor HLMGX

Avg Avg Avg

Janus Global Research T JAWWX MFS Global Equity A MWEFX

Oakmark Global I OAKGX

High High -Avg +Avg Low Low -Avg

Oakmark Global Select I OAKWX

QQQQQ

7.6

Old Westbury Small & Mid Cap OWSMX

—

6.2 5.1 4.6 9.4

14 11 19 26 3 0.7 10.32 (79)

„ QQQ ´ QQQQ „ QQQ

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

-1.4 -3.6 3.0 8.8 4.5 90 91 43 36 40 0.7 13.17 (79) 1.4 -0.9 2.4 7.4 4.6 72 73 59 68 36 2.0 8.13 (84) 3.8 0.6 1.5 7.9 4.6 44 52 74 56 38 1.0 9.13 (79)

„ Q

-2.1 4.1

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

0.3 -3.8

— 80 92 97 96 — 2.8 10.66 (87)

„ QQQQQ ´ QQQQ

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

5.0 1.2 3.9 10.4 6.0 26 43 26 13 9 0.7 11.42 (83)

Avg Avg

3.8

4.1 2.5 4.3 9.9

40 25 21 19 57 1.6 10.94 (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

NR

5.5 4.2 — — — 19 15 — — — 1.7 — (—) 5.3 2.8 3.5 8.4 — 21 23 34 46 — 2.2 11.0 (92)

„ QQQ

Avg

„ „ ´ ´ „ ´

QQQQ

DP

10.2 8.1 4.0 8.6 9.0

8 36 17 7 1 1.7 11.19 (77)

Low Low

PJ ]QQQQ

6.9 3.9 -0.1 5.3 6.2 70 80 84 46 60 2.0 10.85 (77) -1.2 -1.5 -0.3 1.6 7.4 98 93 84 84 18 1.0 20.59 (55) 18.6 17.5 11.0 — — 2 2 2 — — 0.0 8.77 (46) 8.7 5.7 22.0 12.2 9.6 100 100 13 14 1 0.1 17.05 (19) 7.2 7.6 5.2 7.1 8.3 68 31 8 19 1 1.5 13.29 (65) 7.4 6.4 2.7 4.8 8.0 63 64 42 56 20 1.2 13.6 (73) -2.9 -6.5 -2.6 4.9 1.0 30 37 60 67 58 3.5 12.78 (86)

QQQ

Matthews China Investor MCHFX

CH

+Avg

QQQQQ

Matthews Emerging Asia Investor MEASX

— PJ

Low Avg Avg Avg Avg

QQQ

Matthews India Investor MINDX

EI

QQQQ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

QQQ QQQ

T. Rowe Price New Asia PRASX

Œ

Vanguard European Stock Index Adm VEUSX

Diversified Emerg. Mkts.

— 13.8 8.1 -1.9 1.3 2.9 — — — — — — 14.6 (72) —

Œ QQQQ ´ QQQ ´ ]QQQ „ QQQQ „ QQQ „ QQQQ ´ QQQQQ ´ QQQQ ´ QQQ ´ QQQQQ „ QQQ Œ QQQ ´ QQQQQ „ ]QQQQ — QQQ

American Funds New World A NEWFX Causeway Emerging Markets Investor CEMVX

7.3 5.1 -0.6 3.9 4.3 89 77 25 9 20 0.6 11.32 (91) 13.8 4.5 -2.0 2.2 — 47 80 51 29 — 1.3 15.8 (73)

Low

+Avg High

DFA Emerging Markets Value I DFEVX

23.6 15.2 -2.5 0.2 3.7

4 6 59 67 33 2.6 18.07 (68)

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

18.0 10.7 -0.1 3.9 4.1 19 25 19 9 22 0.5 14.77 (77)

Avg

24.4 15.8 -3.0 1.3 4.0

4 5 71 47 25 1.6 17.71 (67)

High

12.9 8.2 -2.6 2.3 5.9 53 50 63 28 3 0.4 15.08 (79) 14.9 8.0 -3.4 0.5 2.8 42 53 75 62 51 1.2 13.98 (76) 15.9 10.2 3.0 — — 36 30 2 — — 1.2 13.72 (72) 19.4 14.3 1.2 2.5 3.4 13 9 9 24 42 0.4 15.75 (72) 17.0 10.4 -1.1 1.0 3.5 25 28 34 55 36 2.4 16.18 (72)

Avg -Avg Avg +Avg +Avg

Virtus Emerging Markets Opportunities A HEMZX

10.7 5.9 0.7 2.8 6.0 72 70 12 20 2 0.6 12.46 (59)

-Avg

World Allocation

— 4.9 2.2 1.4 4.8 4.0 — — — — — — 7.88 (85) —

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

5.6 2.7 3.5 7.3 4.4 35 40 9 10 35 3.5 8.28 (84) 2.5 1.0 2.0 4.8 4.9 78 73 48 62 24 0.6 6.77 (91) 9.8 7.4 4.6 7.5 6.7 11 5 2 8 3 0.1 8.21 (88)

Avg -Avg Avg Avg Low

First Eagle Global A SGENX Franklin Mutual Quest A TEQIX

10.5 8.3 3.5 9.0 5.1

8 4 8 2 20 4.5 8.05 (84)

„ QQ

IVA Worldwide A IVWAX

4.6 2.1 2.1 5.2 — 51 52 45 53 — 1.3 5.55 (89)

´ QQQQ

Loomis Sayles Global Equity and Income A LGMAX

4.1 2.5 3.9 7.4 7.1 57 46 4 9 1 0.8 8.75 (87) 2.7 0.9 2.4 1.0 — 75 76 34 94 — 0.8 8.23 (82) 5.7 4.1 3.8 — — 34 18 6 — — 0.9 7.21 (95)

+Avg

QQ

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

— —

Avg Avg

QQQQQ

MSCI Emerging Markets Index

16.3 9.0 -2.4 0.2 2.7 3.5 1.2 3.8 9.0 3.9 5.4 5.3 1.8 6.2 2.2

MSCI World Index MSCI Pacific Index

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.