(PUB) Morningstar FundInvestor

40

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 06-30-14

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)

— 5.7 22.7 10.6 14.8 7.8 — — — — — — 14.58 (85) —

5.7 23.1 8.7 29.8 16.6 19.2 — 48 45 2 5 — 0.5 11.78 (83) 14.4 18.3 — 13 6 5 7 — 1.3 15.81 (91) 3.9 25.6 12.6 16.7 9.0 75 22 21 19 29 0.3 14.32 (86) 6.1 20.6 11.6 12.8 10.0 38 72 37 82 9 1.3 11.29 (82) 7.3 20.7 12.2 13.2 8.9 22 70 24 77 30 2.4 9.7 (78) 5.6 22.4 9.4 13.9 8.9 49 55 73 65 30 0.2 14.11 (88) 5.8 24.7 10.4 15.9 — 45 30 61 35 — 0.4 15.16 (88) 4.6 22.2 13.5 17.2 9.5 65 56 12 15 16 0.3 14.8 (89) 5.2 24.2 13.5 16.8 9.4 55 34 11 18 17 2.3 15.88 (88) 4.5 22.8 15.0 18.1 — 66 48 4 8 — 0.8 15.53 (80) 4.2 20.3 9.4 15.6 — 72 75 73 39 — 0.7 14.25 (89) 4.5 22.9 10.8 16.0 8.5 67 47 53 32 36 0.7 15.97 (90) 7.4 19.9 13.0 15.5 6.9 21 76 16 41 66 0.8 10.64 (81) 6.1 20.5 10.6 14.3 — 38 72 57 61 — 1.6 11.11 (86) 4.6 22.3 13.6 17.2 9.6 65 55 11 14 14 0.6 14.8 (89) 6.5 24.7 11.7 16.4 8.1 32 30 36 23 48 1.4 14.8 (93) 6.6 — — — — 29 — — — — — — (—) 6.4 23.4 10.4 14.4 — 33 41 60 60 — 2.2 14.43 (95) 0.3 19.3 9.1 12.0 9.3 95 90 46 70 38 1.5 13.02 (79) 5.3 11.5 8.2 14.6 — 5 84 9 4 — 2.9 12.63 (81) 4.9 8.1 7.1 12.0 11.2 91 88 18 33 67 1.8 12.1 (85) -5.2 11.7 -2.7 6.4 12.3 88 82 95 77 32 1.1 18.87 (77) 35.9 41.8 3.9 13.7 — 1 5 32 1 — 0.8 28.62 (53) 10.5 16.5 6.0 13.9 13.9 17 47 32 17 43 0.6 16.3 (86) 8.9 14.8 4.6 13.1 14.8 18 62 40 22 5 0.8 16.02 (86) 1.3 26.0 11.1 16.4 10.1 92 18 46 25 6 0.0 16.33 (62) 17 88 30 64 77 2.0 8.79 (77) 8.0 17.6 11.9 14.2 6.4 8.8 24.2 9.2 — — 13 34 75 — — 1.2 10.73 (89) 8.2 20.2 9.1 12.8 6.5 16 75 77 81 76 3.1 18.08 (89)

„ QQQQQ Œ QQQQ

Artisan Global Value Investor ARTGX Dodge & Cox Global Stock DODWX

-Avg +Avg

QQQQ

Fidelity Worldwide FWWFX

—

Avg Low Low Avg Avg Avg

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

Franklin Mutual Global Discovery A TEDIX

Franklin Mutual Quest A TEQIX

Harding Loevner Global Equity Advisor HLMGX

Janus Global Research T JAWWX MFS Global Equity A MWEFX

Oakmark Global I OAKGX

+Avg +Avg

Oakmark Global Select I OAKWX

Old Westbury Small & Mid Cap OWSMX

Avg

Oppenheimer Global A OPPAX

+Avg +Avg Low Low High Low Low

Oppenheimer Global Opportunities A OPGIX

Perkins Global Value T JGVAX PIMCO EqS Pathfinder D PTHDX Third Avenue Value Instl TAVFX Tweedy, Browne Value TWEBX

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

Avg Avg

QQQ

—

Vanguard Global Minimum Volatility Inv VMVFX Vanguard Total World Stock Index Inv VTWSX Regional Stock Franklin Mutual European A TEMIX Matthews Asia Dividend Investor MAPIX Matthews Asian Growth & Inc Investor MACSX

—

NR

„ QQQ

Avg

Œ „ „ „ ´

QQQQ QQQQ QQQQ

ES DP PJ CH

Low Low Low -Avg

QQQ QQQ

Matthews China Investor MCHFX Matthews India Investor MINDX

EI

Avg

Œ

QQQQ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

-Avg -Avg

´

QQQ QQQ

T. Rowe Price New Asia PRASX

Œ

Vanguard European Stock Index Adm VEUSX

5.6 29.4 9.0 13.2 7.8

8 16 51 55 60 3.8 18.29 (94)

Avg

Diversified Emerg. Mkts.

— 5.8 14.2 0.1 9.1 11.2 — — — — — — 19.13 (87) —

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

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

5.4 17.9 5.4 11.5 11.5 57 22 6 15 37 0.9 15.69 (95) 6.7 15.5 -2.5 8.6 13.5 32 38 82 58 8 1.5 22.0 (87) 7.4 19.1 4.8 11.9 12.9 22 16 9 12 15 0.7 18.25 (91)

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

9.1 18.0 2.7 11.3 14.1

8 21 20 19 5 1.4 19.71 (83)

5.9 19.4 4.8 13.7 15.8 48 14 9 2 1 0.1 17.98 (92)

-Avg

7.1 15.4 1.2 10.1 — 27 39 30 35 — 1.2 17.5 (91) 7.3 12.6 -0.2 9.3 11.1 23 63 52 45 49 0.7 19.7 (87)

-Avg Avg Avg Low

7.1 14.0 -0.9 8.9 11.5 9.8 8.1 4.1 13.2 13.2

27 51 59 50 35

2.5 20.0 (89)

5 90 13 5 10 0.8 16.0 (76)

World Allocation

— 5.3 15.1 6.8 11.4 7.3 — — — — — — 10.43 (90) —

American Funds Capital Inc Bldr A CAIBX

7.0 17.0 10.2 12.3 7.7 17 34 5 30 27 3.9 8.47 (80)

-Avg +Avg

5.4 14.7 9.5 13.0

Appleseed APPLX

— 46 58 15 19 — 0.0 11.42 (77)

BlackRock Global Allocation Inv A MDLOX

3.6 13.6 6.7 9.6 8.2 84 71 62 86 19 1.1 9.6 (95) 6.3 17.6 9.4 13.7 10.4 27 25 16 10 9 1.1 9.57 (94) 5.3 15.5 7.1 11.2 — 48 53 55 58 — 1.0 8.96 (92)

Avg Avg

First Eagle Global A SGENX IVA Worldwide A IVWAX

-Avg -Avg

-0.3

ˇ Q

PIMCO Global Multi-Asset D PGMDX

6.3 5.8

5.7 — 27 97 94 98 — 0.5 9.24 (72)

MSCI Emerging Markets Index

4.2 14.2 -1.3 8.0 11.1

MSCI Europe Index MSCI World Index

5.2 29.5 8.8 13.3

6.2 24.0 11.8 15.0 7.2

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.