(PUB) Morningstar FundInvestor

40

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)

World Stock (cont’d)

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

3.4 14.7 13.8 17.8

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

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

— 46 42 8 3 — 0.0 16.11 (79)

+Avg -Avg +Avg

3.6 15.4 8.4 22.5 16.8 16.6 — 43 32 3 5 — 0.5 11.72 (84) 15.6 15.6 — 8 3 3 7 — 1.3 15.58 (92) 0.4 13.5 11.9 14.1 9.1 85 55 29 21 29 0.3 14.48 (85) 4.3 13.5 12.1 11.4 9.9 30 55 25 71 11 1.3 11.17 (83) 5.6 14.9 12.3 11.8 8.9 20 38 22 63 32 2.4 9.69 (78) 3.8 14.7 9.4 11.7 9.4 40 41 71 65 22 0.2 14.12 (88) 3.9 16.1 10.7 13.6 — 38 24 52 29 — 0.4 15.12 (88) 1.6 12.2 13.3 14.3 9.5 71 69 11 18 17 0.4 14.84 (88) 2.3 14.3 14.0 13.5 9.7 61 46 6 29 14 2.4 15.78 (89) 2.1 12.2 15.4 14.8 — 64 69 3 11 — 0.8 15.43 (80) 1.2 11.5 9.6 13.4 — 76 76 68 33 — 0.7 14.23 (89) 1.6 13.3 11.1 13.2 8.7 70 57 43 38 34 0.7 15.89 (91) 5.5 12.3 13.1 13.5 7.1 21 68 12 32 66 0.8 10.59 (81) 3.2 11.4 10.0 12.0 — 48 77 63 60 — 1.7 11.24 (84) 1.5 12.3 13.3 14.4 9.6 71 68 11 16 16 0.7 14.86 (88) 4.4 16.7 11.8 13.8 8.2 29 20 30 25 48 1.5 14.77 (93) 5.1 — — — — 23 — — — — — — (—) 4.6 15.5 10.5 12.0 — 27 30 56 60 — 2.2 14.41 (95) -3.1 8.0 9.6 9.7 9.1 79 86 32 67 39 1.6 12.84 (80) 6.3 9.0 7.9 12.7 — 23 100 7 4 — 2.8 12.62 (82) 7.0 8.2 7.6 10.7 11.5 85 96 15 24 67 1.8 12.12 (84) -1.3 11.5 -1.1 4.7 12.8 87 76 89 80 29 1.1 19.01 (75) 41.8 53.4 5.5 12.9 — 1 5 16 1 — 0.8 28.68 (52) 13.7 18.0 6.1 12.1 14.5 11 39 30 16 43 0.5 16.32 (86) 11.9 17.1 5.0 11.4 15.3 16 49 37 19 15 0.8 16.06 (85) 1.3 15.5 8.9 10.0 7.6 13 28 48 58 61 4.0 18.33 (93) -6.2 10.5 9.2 13.5 10.4 99 86 73 31 7 0.0 16.94 (59) 5.8 12.4 11.8 12.2 6.6 18 66 31 55 75 2.1 8.83 (77) 6.1 16.4 9.0 — — 15 22 76 — — 1.2 10.78 (88) 7.4 13.6 8.9 10.6 6.5 9 54 77 81 76 3.1 18.1 (89)

Fidelity Worldwide FWWFX

Avg Low Low Avg Avg Avg

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

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 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

-Avg -Avg

´

PJ ]QQQQ

T. Rowe Price New Asia PRASX

Œ

QQQ

Vanguard European Stock Index Adm VEUSX

ES

Avg

Diversified Emerg. Mkts.

— 6.3 13.0 0.3 6.9 11.3 — — — — — — 19.12 (87) —

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

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

3.5 11.8 4.9 9.3 11.3 86 59 8 17 48 0.9 15.74 (96) 8.7 15.4 -1.6 6.3 13.6 15 23 76 60 10 1.5 22.02 (86) 7.2 16.2 5.0 9.7 12.9 38 19 7 13 15 0.7 18.24 (91)

Low High -Avg

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

10.2 17.2 3.1 9.2 14.2

8 16 19 17 5 1.4 19.71 (82)

Avg

5.5 15.0 5.2 11.4 15.6 56 27 6 3 1 0.1 17.95 (92)

-Avg

7.8 14.0 1.6 8.1 — 28 36 26 30 — 1.2 17.5 (91) 8.0 13.5 0.2 7.2 11.5 24 42 46 43 40 0.7 19.7 (87)

-Avg Avg Avg Low

8.6 14.6 -0.1 6.9 11.9 11.1 8.9 4.2 11.6 13.7

17 31 52 49 32

2.5 20.01 (88)

5 86 12 3 9 0.8 16.0 (76)

World Allocation

— 3.8 9.9 6.4 9.7 7.3 — — — — — — 10.44 (90) —

American Funds Capital Inc Bldr A CAIBX

5.2 11.6 10.0 10.6 7.6 20 29 6 26 28 4.0 8.52 (80) 3.4 7.2 8.5 11.0 — 59 86 28 19 — 0.0 11.52 (78) 2.5 9.1 6.2 8.3 8.2 78 66 66 83 20 1.2 9.64 (96) 4.5 11.6 8.9 11.9 10.3 33 30 20 8 10 1.1 9.66 (94) 4.7 11.8 7.2 10.1 — 30 26 50 41 — 1.0 8.95 (91) 6.4 4.1 -0.5 4.5 — 11 96 93 98 — 0.5 9.23 (72)

-Avg +Avg

Appleseed APPLX

BlackRock Global Allocation Inv A MDLOX

Avg Avg

First Eagle Global A SGENX IVA Worldwide A IVWAX

-Avg -Avg

ˇ Q

PIMCO Global Multi-Asset D PGMDX

MSCI Emerging Markets Index

8.2 15.3 0.4 7.3 12.4 1.5 15.9 8.5 10.0 7.4 4.5 16.0 11.9 12.8 7.4

MSCI Europe Index MSCI World 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.