(PUB) Morningstar FundInvestor

40

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 05-31-14

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)

World Stock (cont’d)

— 3.6 17.6 8.8 13.7 7.4 — — — — — — 14.8 (86) —

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

Artisan Global Opportunities Inv ARTRX Artisan Global Value Investor ARTGX Dodge & Cox Global Stock DODWX

1.2 13.5 11.4 19.2 — 84 87 19 4 — 0.0 16.24 (79)

+Avg -Avg +Avg

15.7 19.5

4.8 20.7 6.9 25.2

— 33 19 2 4 — 0.5 11.89 (84)

12.7 17.7 — 11 4 6 7 — 1.3 15.98 (90) 1.4 19.3 11.2 15.9 8.9 82 32 21 24 29 0.3 14.37 (86) 2.8 16.1 8.1 13.2 8.6 65 67 74 69 35 0.2 14.10 (89) 3.8 19.3 9.1 15.4 — 45 33 59 34 — 0.5 15.23 (88) 3.6 18.1 12.5 17.0 9.6 49 47 7 13 14 0.4 14.88 (89) 5.6 17.3 11.0 12.9 9.0 21 55 24 75 28 2.4 9.83 (78) 3.8 19.3 12.3 16.3 9.5 46 32 9 18 16 2.4 15.97 (88) 3.3 19.1 13.8 18.2 — 56 34 3 6 — 0.8 15.63 (80) 1.8 15.1 8.1 15.3 — 79 75 73 36 — 0.7 14.28 (89) 3.0 18.4 9.6 15.6 8.5 61 43 49 30 38 0.7 16.04 (91) -2.1 22.2 8.5 15.2 10.0 95 8 69 37 8 0.0 16.49 (62) 6.3 15.7 10.9 14.1 6.7 16 69 25 56 71 2.1 8.86 (77) 6.4 15.6 12.1 15.4 7.0 16 72 11 33 64 0.8 10.74 (81) 5.8 17.0 10.1 14.1 — 19 58 41 56 — 1.6 11.16 (86) 3.6 18.2 12.7 17.1 9.7 49 45 6 12 12 0.7 14.87 (89) 4.6 19.6 10.6 15.7 8.2 36 29 32 27 45 1.5 14.84 (93) 5.2 — — — — 26 — — — — — — (—) 4.3 17.8 9.1 13.7 — 40 49 59 62 — 2.2 14.48 (95) 2.2 3.7 7.0 14.1 — 8 87 6 4 — 3.1 12.57 (81) 4.1 4.2 6.6 11.8 11.3 61 65 6 25 54 2.3 12.12 (85) -8.0 0.4 -4.8 6.0 11.7 85 80 90 82 19 1.2 18.87 (77) 29.7 21.4 2.8 12.1 — 1 22 32 1 — 0.9 28.51 (52) 8.0 6.9 5.2 13.4 13.6 14 47 18 20 27 0.6 16.27 (86) 2.2 17.3 9.2 12.4 9.8 77 84 37 68 30 1.5 13.00 (81) 5.1 5.4 3.2 12.5 14.2 38 55 34 23 4 0.9 15.92 (87) 5.7 23.9 8.3 12.8 8.0 14 31 55 56 60 3.7 18.36 (94) 4.1 11.5 4.4 11.3 11.4 33 6 7 14 34 0.9 15.73 (96) 4.0 3.1 -4.0 7.8 13.4 34 57 82 56 8 2.2 21.98 (87) 5.5 10.7 4.0 11.1 12.8 15 8 8 17 15 0.8 18.25 (90) 5.4 7.4 1.3 10.4 13.8 16 20 21 23 6 1.5 19.64 (83) 2.4 10.0 3.2 12.9 15.6 64 9 12 5 1 0.1 17.93 (92) 5.5 7.5 0.2 9.7 — 15 20 28 29 — 1.2 17.51 (91) 4.3 2.7 -1.6 8.6 10.9 28 61 48 46 50 0.7 19.65 (87) 5.1 16.4 10.7 12.7 10.1 28 63 30 78 7 1.3 11.39 (82) 6.4 19.3 7.4 — — 15 33 81 — — 1.2 10.90 (88) 3.9 12.7 6.6 11.0 6.7 44 91 86 90 73 3.2 18.09 (89)

Fidelity Worldwide FWWFX

Avg Avg Avg Avg Low Low

Harding Loevner Global Equity Advisor HLMGX

Janus Global Research T JAWWX MFS Global Equity A MWEFX Mutual Global Discovery A TEDIX

Mutual Quest A TEQIX Oakmark Global I OAKGX

+Avg

Oakmark Global Select I OAKWX

+Avg

Old Westbury Small & Mid Cap OWSMX

Avg

Oppenheimer Global A OPPAX

+Avg +Avg

Oppenheimer Global Opportunities A OPGIX

Perkins Global Value T JGVAX

Low

PIMCO EqS Pathfinder D PTHDX Third Avenue Value Instl TAVFX Tweedy, Browne Value TWEBX

Low High Low Low

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

USAA World Growth USAWX

Avg

QQQ

Vanguard Global Equity Inv VHGEX

— —

Avg

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 Matthews China Investor MCHFX Matthews India Investor MINDX Matthews Pacific Tiger Investor MAPTX

NR

„ QQQ

Avg

„ „ „ ´

QQQQ QQQQ

DP PJ CH

Low Low -Avg

QQQ QQQ

EI

Avg

Œ Œ

QQQQ QQQQ

PJ

-Avg

Mutual European A TEMIX T. Rowe Price New Asia PRASX

ES

Low -Avg

´

PJ [QQQ

Œ

QQQ

Vanguard European Stock Index Adm VEUSX

ES

Avg

Diversified Emerg. Mkts.

— 3.3 3.9 -1.3 8.3 10.5 — — — — — — 19.1 (87) —

Œ QQQQ „ QQQ „ QQQQ „ QQQQ „ QQQQQ ´ QQQQ ´ QQQ ´ QQQ „ QQQQQ „ QQQ Œ QQ „ QQQQ „ QQQ

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

Low High

Harding Loevner Emerging Markets Advisor HLEMX Lazard Emerging Markets Equity Open LZOEX Oppenheimer Developing Markets A ODMAX Parametric Emerging Markets Investor EAEMX T. Rowe Price Emerging Markets Stock PRMSX Vanguard Emerging Mkts Stock Idx Adm VEMAX Virtus Emerging Markets Opportunities A HEMZX

Avg Avg

-Avg

-Avg Avg Avg Low

3.9 3.9 -2.3 7.8 11.2

37 48 59 57 39

2.8 19.94 (89)

6.3 -1.9 3.4 13.1 12.8 10 94 11 4 13 0.8 15.92 (76)

World Allocation

— 3.9 9.1 4.5 9.0 6.1 — — — — — — 10.5 (91) —

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

5.9 14.0 9.3 12.2 7.9 11 14 6 27 28 3.9 8.57 (80) 2.3 10.0 5.7 9.1 8.3 82 56 62 87 19 1.1 9.66 (96) 3.9 12.8 8.5 13.0 10.4 48 31 15 15 11 1.1 9.54 (94) 4.3 13.3 6.6 11.3 — 39 23 50 45 — 1.1 8.98 (92) 5.4 5.4 5.5 9.8 6.6 23 67 48 58 7 4.0 8.14 (81)

-Avg

Avg Avg

First Eagle Global A SGENX IVA Worldwide A IVWAX PIMCO All Asset D PASDX

-Avg

Œ

TV ]QQQQ

Avg

MSCI World Index

4.3 18.9 10.6 14.5 7.3 3.39 4.27 -1.77 8.37 11.70

MSCI Emerging Markets 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.