(PUB) Investing 2016

40

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 01-31-16

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)

— -5.4 -6.2 4.5 5.0 3.7 — — — — — — 11.67 (78) —

„ QQQQQ

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

-6.0 -5.1 6.1 8.5 — 55 36 21 6 — 0.4 11.0 (78) -2.4 -3.0 — — — 13 19 — — — 0.6 — (—)

-Avg

—

NR

ΠQQQ

-8.0 -13.0

4.6 4.8 — 87 93 55 62 — 1.9 13.29 (85)

+Avg +Avg

QQQQ

Fidelity Worldwide FWWFX

—

-6.7 -2.8 6.9 6.9 5.4 68 18 14 18 12 0.6 11.98 (72) -5.3 -7.4 4.4 5.3 5.5 42 65 58 46 10 1.6 10.1 (78) -3.6 -8.3 4.0 4.9 4.8 22 74 66 58 22 4.6 8.39 (73) -6.0 -3.5 5.0 5.2 5.2 56 22 45 51 16 0.1 11.66 (83) -8.2 -9.7 4.9 5.0 5.6 88 82 47 57 9 0.8 12.03 (80) -4.1 -4.3 5.7 7.9 6.3 27 29 30 9 4 0.8 11.57 (79) -10.4 -10.3 3.6 4.5 4.9 98 85 71 66 20 1.2 13.91 (77)

„ QQQQ „ ]QQQQ „ QQQQ ´ QQQ Œ QQQQ Œ [QQQ „ [QQQQ „ QQQ ˇ [QQQ ´ QQQQ „ ]QQQQ „ QQ „ ]QQQQQ ´ QQQQ — QQQQ

Franklin Mutual Global Discovery A TEDIX

Low

Franklin Mutual Quest A TEQIX

Low Avg

Harding Loevner Global Equity Advisor HLMGX

Janus Global Research T JAWWX MFS Global Equity A MWEFX

+Avg

Avg

Oakmark Global I OAKGX

High

Oakmark Global Select I OAKWX

-7.4 -3.3 6.5 7.7 — 80 21 17 10 — 0.8 13.27 (79)

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

6.8

Old Westbury Small & Mid Cap OWSMX

-6.5 -3.7 4.9 5.3

63 24 48 47 2 0.8 10.3 (76)

Oppenheimer Global A OPPAX

-9.5 -5.5 4.6 5.5 4.2 96 41 54 43 42 0.7 13.28 (81)

-11.2

9.6

Oppenheimer Global Opportunities A OPGIX

1.4

6.8 5.2 99 5 4 19 15 0.1 15.71 (29)

Perkins Global Value T JGVAX

-3.5 -4.5 4.9 6.3 4.3 22 31 48 27 38 2.1 8.46 (81)

Tweedy, Browne Value TWEBX

-4.8 -8.3 3.1 5.2 4.3 35 75 76 51 37 1.1 9.81 (77)

-0.2 3.3

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

-5.2 -11.2

— 41 87 93 79 — 2.8 11.3 (91)

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

-4.2 -4.3 5.7 7.9 6.4 28 28 29 9 4 0.7 11.57 (79)

3.9

-6.1 -5.0 5.9 6.0

58 36 24 32 50 1.8 11.0 (84)

´

-2.1 2.1

Vanguard Global Minimum Volatility Inv VMVFX

NR

— — — 11 4 — — — 1.8 — (—)

„ QQQ

Vanguard Total World Stock Index Inv VTWSX

-5.6 -6.2 4.2 4.7 — 47 51 62 64 — 2.5 11.13 (92)

Regional Stock Franklin Mutual European A TEMIX Matthews Asia Dividend Investor MAPIX Matthews Asian Growth & Inc Investor MACSX

QQQQ

— ES

-7.9 -8.7 2.5 3.0 4.5 90 80 53 51 29 2.2 11.81 (62) -4.2 -2.6 2.4 4.1 — 20 32 35 14 — 1.8 11.63 (80)

„ „ ´

QQQ

DP PJ CH

QQQQ

-2.8 -7.3 -1.6 2.1 6.1

1 4 32 22 63 2.6 10.68 (78)

QQQ

Matthews China Investor MCHFX

-14.9 -15.3 -4.9 -4.2 8.0 91 30 83 84 15 1.1 20.04 (51) -3.1 -7.0 — — — 3 2 — — — 0.0 — (—)

Matthews Emerging Asia Investor MEASX

— PJ NR

]QQQQ

Matthews India Investor MINDX

— EI

-5.9 -12.2 12.8 6.7 9.8

6 12 7 10 1 0.1 21.7 (21)

„ ´

PJ ]QQQQQ

Matthews Pacific Tiger Investor MAPTX

-5.4 -10.8 1.9 3.9 7.9 15 19 11 2 11 1.7 13.52 (66) -7.9 -14.4 -2.6 0.9 7.3 84 31 43 37 21 1.4 12.75 (72) -5.9 -8.0 0.9 2.2 2.4 44 77 79 74 61 3.4 13.57 (88)

QQQ QQQ

T. Rowe Price New Asia PRASX

PJ ES

Œ

Vanguard European Stock Index Adm VEUSX

Diversified Emerg. Mkts.

— -5.5 -18.7 -8.0 -5.0 1.5 — — — — — — 13.93 (74) —

Œ QQQQQ ´ QQ „ QQQQ „ QQQ „ QQQQ ´ QQQ ´ QQQ „ QQQQQ „ ]QQQQ ˇ QQ Œ [QQQ ´ QQQQ „ QQQ ´ QQQ — ]QQQQQ

American Funds New World A NEWFX DFA Emerging Markets Value I DFEVX

-6.0 -11.8 -2.8 -0.2 4.2 63 7 6 5 8 0.6 11.43 (92) -5.6 -22.7 -11.5 -8.4 2.2 51 83 89 93 34 2.7 15.98 (74) -5.2 -18.8 -6.1 -2.2 2.4 39 47 27 13 32 0.6 13.88 (83)

Low

+Avg

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

Avg

-2.8 -22.1 -10.1 -5.0 2.2

3 79 73 47 36 1.4 16.06 (70)

High +Avg -Avg -Avg Avg +Avg

-5.8 -18.0 -6.7 -2.7 4.3 57 39 31 17 5 0.4 14.92 (82)

-4.4 -19.6 -9.0 -5.3 — 24 57 57 52 — 0.1 12.63 (81) -3.1 -9.8 -1.9 — — 6 4 4 — — 1.1 12.74 (73) -5.9 -17.9 -7.1 -4.1 1.3 61 37 36 34 55 0.6 14.41 (74)

-6.0 -21.0 -8.9 -5.4

1.6

63 71 55 54 49

3.5 14.97 (76)

-2.6 -14.1 -4.9 1.8 5.1

2 15 16 1 2 0.7 13.52 (60)

Avg

World Allocation

— -3.2 -7.2 0.9 2.7 3.8 — — — — — — 8.05 (86) —

American Funds Capital Income Bldr A CAIBX

-1.3 -4.4 4.5 6.1 5.0

5 25 4 3 23 3.7 8.7 (83)

Avg

Appleseed APPLX

-3.3 -12.3 -0.8 3.0 — 60 90 79 55 — 0.0 9.11 (58) -3.4 -4.5 2.7 3.2 5.0 65 27 31 48 24 1.0 6.92 (94) -3.4 -4.5 3.6 4.9 6.3 64 27 17 12 2 0.1 8.0 (91) -2.4 -4.6 3.3 3.6 — 28 28 21 38 — 1.4 5.7 (90)

+Avg -Avg

BlackRock Global Allocation Inv A MDLOX

First Eagle Global A SGENX IVA Worldwide A IVWAX

Avg Low

ˇ Q

PIMCO Global Multi-Asset D PGMDX

-4.8 -6.6 -3.2 -0.3 — 88 55 91 93 — 0.0 8.98 (68)

+Avg

MSCI Emerging Markets Index

-6.5 -20.9 -9.2 -5.6 1.8

MSCI World Index MSCI Pacific Index

-6.0 -5.1

5.6

5.8 3.9

-8.4 -7.1 1.3 1.5 1.0

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.