(PUB) Morningstar FundInvestor

38

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 03-31-14

Total Return % Category Rank

12- Mo Yld %

Stand- ard Devia- tion

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

(R²)

Foreign Stock

— 1.4 18.0 7.1 18.0 7.6 — — — — — — 16.6 (91) —

´ Œ Œ „ Œ Œ Œ „ „ Œ „ ˇ ´ „ „ „ ´ ´ „ Œ ´ Œ ´ „ ˇ ´ ´ ˇ „ „ ´ Œ „ ˇ „ ´ Œ Œ „ ˇ Œ Œ ´ „

QQQQ

American Beacon Intl Equity Inv AAIPX American Funds EuroPacific Gr A AEPGX American Funds Intl Gr And Inc A IGAAX Artisan International Investor ARTIX Artisan International Small Cap Investor ARTJX Artisan International Value Investor ARTKX Causeway International Value Inv CIVVX Columbia Acorn International Select A LAFAX Columbia Acorn International Z ACINX Dodge & Cox International Stock DODFX Fidelity Spartan International Idx Inv FSIIX Fidelity Diversified International FDIVX Fidelity International Discovery FIGRX

FV

0.1 21.4 8.0 16.9 6.9 71 24 20 21 28 1.2 17.58 (95) 0.6 17.6 6.4 15.5 8.3 34 24 41 44 15 0.9 16.11 (97) 1.8 17.2 8.1 15.9 — 12 30 13 34 — 3.3 14.39 (95) -1.8 15.9 11.4 18.6 8.1 91 46 2 6 17 1.0 17.88 (91) 0.2 21.6 13.3 22.2 11.4 53 8 1 3 1 1.6 14.12 (89) 0.0 22.2 9.1 19.2 7.2 57 6 8 5 30 0.8 17.87 (93) 2.9 14.3 8.0 18.3 10.1 35 77 73 96 33 1.3 13.42 (75) 1.2 15.7 8.5 21.4 11.7 57 68 68 65 11 2.4 15.52 (93) 2.4 24.2 13.9 24.3 12.6 41 22 8 19 9 0.4 17.38 (85)

Avg

FB [QQQ

-Avg Low +Avg +Avg

QQQ

FB FB

QQQQQ

FR [QQQQ

QQQQQ

FB FB FR FR FB FB FB FB FB

Low

QQQQ

+Avg

QQQ

Low Avg

QQQQ QQQQ

2.8 25.3 8.8 20.5 9.3

4 1 9 4 7 1.6 17.88 (96)

+Avg

FB [QQQ

0.7 17.5 7.3 16.0 6.6 30 24 21 29 44 2.3 16.76 (97) -0.8 18.9 7.4 15.9 6.6 76 15 20 32 43 0.9 16.93 (95) -1.4 17.1 7.8 16.3 7.4 86 31 16 24 27 1.2 17.00 (95)

Avg Avg

QQQQ QQQQ QQQQ QQQQ

+Avg

First Eagle Overseas A SGOVX

3.8 11.6 6.9 14.7 9.6

1 86 29 69 2 1.9 10.56 (92)

Low

Harbor International Institutional HAINX

1.0 15.6 6.8 18.3 9.6 22 50 31 7 3 2.1 17.55 (96)

+Avg

FG [QQQ

Harding Loevner International Eq Inv HLMNX

-0.9 10.4 5.4 16.9

8.1

63 71 57 38 22

0.4 16.09 (94)

-Avg Low High +Avg High -Avg +Avg

QQ

IVA International A IVIOX Janus Overseas T JAOSX

FQ FB FB

1.9 11.7 7.2 13.8 — 73 86 77 96 — 2.3 8.45 (89)

-6.1 11.4

Q

-1.1 12.9

8.4 83 75 99 97 13 3.9 24.95 (80)

QQQQ

Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX

-0.3 14.8 4.8 16.4 8.0 64 58 73 21 19 1.0 17.87 (95)

5.5

FB ]QQQ

3.0 23.1 7.4 16.1

2 4 20 28 70 0.3 19.22 (86)

QQQQ

MainStay ICAP International I ICEUX

FV FB FB FB FQ

-0.2 16.6 6.4 15.2 8.2 76 61 45 47 10 1.0 15.66 (95) 1.9 15.2 4.8 15.2 8.4 10 54 74 54 13 1.1 18.30 (94)

QQQ

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

WWWW

1.0 14.0

6.0 17.6

— 22 65

53 11 — 0.8 — (—)

QQQQQ

Oakmark International I OAKIX

0.8 23.8 12.3 23.7 10.2 28 3 1 1 1 1.6 17.84 (87) 2.3 23.3 8.2 24.6 10.0 63 37 60 6 24 3.1 16.68 (86) 0.9 19.2 11.1 19.5 9.3 24 10 2 9 1 0.7 15.94 (93) -0.8 8.8 5.0 15.6 8.2 61 80 62 59 18 1.2 16.04 (95) 2.6 20.3 10.7 23.0 10.9 40 52 35 32 23 1.1 15.37 (91) 0.7 12.3 5.5 18.0 6.5 33 53 57 24 50 0.9 17.34 (96) 1.6 19.8 7.0 17.3 7.3 29 38 36 16 22 2.2 16.82 (96) -0.2 17.4 7.5 17.4 — 62 26 18 12 — 1.9 16.48 (97) 0.7 15.9 0.9 — — 77 64 99 — — 0.9 22.02 (80) -1.7 12.9 4.8 15.3 7.0 90 89 74 94 79 1.3 15.26 (92) -4.8 7.3 1.8 12.9 7.3 97 93 95 88 36 0.7 16.33 (94) 1.4 12.3 10.7 19.0 8.2 36 89 5 2 10 1.2 9.97 (84)

High

QQQ

Oakmark International Small Cap I OAKEX

Avg

QQQQ

Oppenheimer International Growth A OIGAX

FG

Avg

Ø FG

QQQ

Scout International UMBWX

-Avg

QQQQ

T. Rowe Price International Discovery PRIDX T. Rowe Price International Stock Fd PRITX

FR FG FV FB FR FA FG FV FG FB FQ FQ FG FV FB FB FG FG

Avg Avg Avg

QQQ

QQQQ QQQQ

T. Rowe Price Intl Gr & Inc TRIGX

T. Rowe Price Overseas Stock TROSX TCW International Small Cap I TGICX Third Avenue International Value Instl TAVIX Thornburg International Value A TGVAX Tweedy, Browne Global Value TBGVX 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 Tax-Managed Intl Adm VTMGX Vanguard Total Intl Stock Index Admiral VTIAX USAA International USIFX

Avg

Q

High -Avg -Avg Low

QQ QQ

QQQQQ

QQQ WWW

-1.2 13.2 7.6 16.5 8.0 70 47 34 44 23 0.8 17.10 (95)

+Avg

0.4 12.4

4.2 15.7

— 47 79

81 40 — 3.2 — (—)

4.4 17.3 4.9 — — 18 79 95 — — 2.4 17.90 (94)

QQ

+Avg

4.3 27.6

QQQ QQQ QQQ QQQ

7.9 20.6 9.3 19 18 61 70 36 2.2 16.98 (94)

Avg

-0.8 18.4 7.0 18.2 7.9 59 13 43 22 24 1.5 18.57 (96)

High

-0.1 19.5 7.1 15.6 7.4 74 42 34 40 20 1.9 17.44 (98) 0.5 17.4 7.2 16.0 6.7 41 26 23 30 40 3.3 16.87 (96)

Avg Avg Avg Low Avg

QQ

0.8 12.8 4.4 15.4 6.9

28 76 79

48 35

3.2 17.03 (98)

3.5

QQQQ QQQQ

Virtus Foreign Opportunities A JVIAX

4.1

8.9 15.9 8.7

1 96 15 52 9 0.6 14.07 (85)

William Blair International Growth N WBIGX

-0.8 13.0 7.6 18.4 7.3 61 49 35 19 39 1.1 16.21 (95)

World Stock

— 1.4 18.3 8.9 17.7 6.9 — — — — — — 14.8 (86) —

Œ QQQ Œ QQQQ ´ QQQQ

American Funds Capital World G/I A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX

1.6 19.2 10.5 17.3 8.8 41 41 37 63 23 2.2 13.83 (94) 0.3 19.7 10.9 18.8 8.9 77 37 29 43 20 0.8 14.04 (91) 1.2 20.0 10.0 22.8 9.4 54 34 47 9 12 0.0 15.86 (86)

-Avg -Avg

Avg

MSCI World Index MSCI Europe Index

1.3 19.1 10.2 18.3 6.8 2.1 24.5 8.4 17.5 7.4

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.