(PUB) Morningstar FundInvestor

38

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 07-31-14

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

— 1.8 14.0 7.6 10.9 8.1 — — — — — — 16.29 (90) —

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

FV [QQQ

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 Diversified International FDIVX Fidelity International Discovery FIGRX Fidelity Spartan International Idx Inv FSIIX

0.2 12.7 8.5 9.6 7.0 83 64 21 25 34 1.2 17.12 (94) 1.4 14.6 7.0 9.1 8.9 50 18 37 43 14 0.9 15.78 (96) 4.1 15.2 9.0 10.6 — 10 11 8 9 — 3.2 14.08 (94) 0.3 11.7 10.8 11.9 8.9 52 40 2 16 19 1.0 17.38 (91)

Avg

QQQ

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

-Avg Low +Avg +Avg

QQQQ QQQQ QQQQ

-4.1 9.2 10.9 13.9 12.5

90 92 21 53 9 0.4 17.54 (79)

3.0 15.2 14.8 15.3 11.6 20 11 1 1 1 1.6 13.8 (89) -0.4 11.4 8.9 11.4 7.3 79 63 10 5 34 0.8 17.34 (92)

QQQQQ

Low

QQQQ

+Avg

8.3 17.6 9.6 13.4 10.9

QQQ

5 13 38 67 31 1.2 12.98 (74)

Low Avg

QQQQ

3.6 16.2 8.7 13.4 12.0 21 22 59 62 11 1.4 15.27 (92)

QQQQQ

6.9 21.0 11.1 12.1 9.7

3 1 3 4 9 1.5 17.34 (96)

+Avg

QQQQ QQQQ

0.6 13.7 8.1 9.7 7.4 61 36 16 22 34 0.8 16.54 (95) -1.3 11.2 7.7 9.7 8.0 89 66 21 24 25 1.2 16.53 (94) 2.3 14.3 7.8 9.2 7.1 28 23 20 38 40 2.9 16.3 (96)

Avg Avg Avg Low

FB [QQQ

QQQQ QQQQ QQQQ

First Eagle Overseas A SGOVX

5.0 11.5 6.4 10.3 9.9

7 61 51 13 7 1.8 10.46 (91)

Harbor International Institutional HAINX

0.7 11.3 6.7 10.3 9.9 59 64 43 13 6 2.1 17.08 (95)

+Avg

Harding Loevner International Eq Inv HLMNX

2.7 13.3 6.4 10.9

9.3

25 25 52 34 12

0.4 15.73 (94)

Avg Low High +Avg High -Avg +Avg

QQ QQ

IVA International A IVIOX Janus Overseas T JAOSX

4.4 11.8 7.3 10.4 — 25 95 76 91 — 2.3 8.27 (88) -0.3 3.3 10.1 35 11 98 98 5 3.8 24.96 (81) 1.2 10.6 6.8 9.4 9.1 53 74 41 30 12 1.0 17.63 (95) 2.0 15.2

QQQQ

Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX

5.5

QQQ

0.5 15.4 7.2 8.8

64 9 32 50 84 0.3 19.13 (86)

QQQQ

MainStay ICAP International I ICEUX

0.5 11.8 7.0 8.4 8.2 78 76 46 54 13 1.0 15.28 (94) 1.2 10.0 5.1 8.6 8.4 53 80 76 55 20 1.1 17.84 (93)

QQQ

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

WWWW

-0.1 9.4

5.5 10.9

— 73 86

71 6 — 0.8 — (—)

QQQQQ

Oakmark International I OAKIX

-0.9 8.9 12.2 13.5 10.2 86 90 2 1 4 1.6 17.54 (86) 2.2 12.9 10.0 13.7 9.7 51 84 26 28 28 3.1 16.29 (86) -1.9 9.2 9.3 12.4 9.9 78 65 6 8 1 0.7 15.61 (90) -0.4 6.7 5.4 9.1 8.6 59 88 68 63 25 1.4 15.6 (94) 3.1 16.5 9.8 14.1 11.4 31 19 35 51 21 1.1 15.09 (89) 3.7 13.7 6.6 10.1 7.5 13 21 49 48 47 0.9 17.04 (96) 3.9 16.1 7.8 10.1 7.8 28 30 32 17 20 2.2 16.33 (96)

High

FQ ]QQQQ FG [QQQQ

Oakmark International Small Cap I OAKEX

Avg

Oppenheimer International Growth A OIGAX

-Avg -Avg -Avg +Avg

QQQ

Scout International UMBWX

QQQQ

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

QQQ

QQQQ QQQQ

T. Rowe Price Intl Gr & Inc TRIGX

Avg

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

1.5 13.8 8.0 10.3 — 47 33 17 14 — 1.8 16.09 (97)

Avg

8.2 28.1

Q

4.5 — — 6 1 99 — — 0.8 22.39 (80)

High -Avg -Avg Low

QQQ

-1.7 8.5 6.2 8.4 7.1 85 91 64 94 89 1.3 15.06 (91)

-4.3 4.2

QQ

2.3 6.6 7.8 91 96 94 87 40 0.6 15.91 (94)

QQQQQ

3.1 10.4 11.3 13.2 8.2 37 90 3 1 12 1.1 9.66 (83)

FG ]QQQQ

USAA International USIFX

-0.3 9.7 7.2 10.3 8.3 58 59 40 46 32 0.8 16.6 (95) 2.4 14.6 7.9 9.2 7.2 28 19 18 36 37 3.2 16.41 (96)

Avg Avg

QQQ WWW

Vanguard Developed Markets Idx Admiral VTMGX Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX

4.0 14.9

5.8 8.7

— 12 15

62 52 — 3.1 — (—)

QQ

5.5 17.7 5.3 11.6 — 10 24 97 80 — 2.3 17.67 (94) 4.7 20.1 8.8 12.4 9.7 17 12 44 60 32 2.1 16.62 (93) 0.8 14.8 7.6 10.8 8.7 46 18 34 37 22 1.4 18.14 (96) 2.7 16.3 8.5 9.0 8.0 45 25 21 36 16 1.8 17.1 (97)

+Avg +Avg

QQQ QQQ

Vanguard International Explorer Inv VINEX

Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX

+Avg

QQQQ

Avg Avg Low Avg

QQQ

4.2 15.2 5.9

8.6 7.6

10 11 61

53 30

3.1 16.69 (98)

QQQQ QQQQ

Virtus Foreign Opportunities A JVIAX

6.5 9.0 7.6 11.2 9.2

2 68 34 30 12 0.6 13.7 (85)

William Blair International Growth N WBIGX

1.7 12.9 8.3 11.4 8.2 34 28 21 26 35 1.1 15.92 (95)

World Stock

— 3.2 14.2 10.4 12.4 7.9 — — — — — — 14.6 (85) —

Œ QQQ Œ QQQQ ´ [QQQ

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

4.3 15.7 11.8 11.9 9.4 31 27 31 61 21 2.2 13.36 (95) 1.5 13.7 11.9 13.1 9.5 72 52 28 39 18 0.7 13.77 (90) 0.4 11.6 10.2 14.8 10.1 85 75 60 12 9 0.0 15.98 (81)

-Avg -Avg +Avg

MSCI World Index MSCI Europe Index

4.5 16.0 11.9 12.8 7.4 1.5 15.9 8.5 10.0 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.