(PUB) Morningstar FundInvestor
38
Historical Performance
Historical Risk
Morningstar Rating vs.Category 5 Best
Total Return % 08-31-14
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
— 2.6 16.5 11.0 10.2 8.1 — — — — — — 15.36 (89) —
´ Œ Œ „ Œ Œ Œ „ „ Œ ˇ ´ „ „
FV [QQQ
American Beacon Intl Equity Inv AAIPX American Funds Europacific Growth A AEPGX American Funds Intl Gr and Inc A IGAAX
0.7 15.0 12.3 8.7 7.0 81 71 18 28 32 1.2 16.02 (94) 2.1 17.4 10.7 8.6 8.8 45 24 35 39 15 0.9 14.64 (96) 4.8 18.6 11.6 10.0 — 13 12 16 10 — 3.2 13.43 (94) 1.4 16.3 14.6 11.4 9.1 46 35 1 21 18 0.9 16.43 (90)
+Avg -Avg
QQQ
FB FB FG
QQQQ QQQQ
Low
Artisan International Investor ARTIX
+Avg +Avg
-4.5 10.0 13.5 12.3 12.4
FR [QQQ
Artisan International Small Cap Investor ARTJX
94 93 25 73 9 0.4 16.89 (78)
3.7 16.7 17.8 14.6 11.7 25 34 1 1 1 1.6 12.91 (87) 0.7 14.5 13.6 10.6 7.4 70 63 6 6 33 0.8 15.87 (92)
QQQQQ
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
FB FB FR FR FB FB FB FB FB FB
Low
QQQQ
+Avg
9.4 17.5 11.2 12.9 11.0
QQQ
5 44 64 57 28 1.2 12.74 (74)
Low Avg
QQQQ
4.4 18.8 11.2 12.7 12.1 28 26 63 66 11 1.4 14.72 (92)
QQQQQ
9.2 27.2 15.6 11.5 9.8
1 1 2 4 9 1.5 16.23 (95)
+Avg
QQQQ QQQQ
1.2 17.5 11.6 9.1 7.3 62 23 17 25 34 0.8 15.56 (94) -1.2 14.5 11.0 8.9 8.0 91 64 28 30 25 1.2 15.62 (94) 2.5 16.4 11.4 8.3 7.0 37 40 21 46 41 2.9 15.24 (96)
Avg Avg Avg Low
QQQ
QQQQ QQQQ QQQQ
First Eagle Overseas A SGOVX
5.5 13.2 8.0 9.8 9.9
8 75 86 13 5 1.8 10.11 (91)
Œ
Harbor International Institutional HAINX
1.3 13.1 10.4 9.9 9.8 61 77 43 12 6 2.1 16.06 (94)
+Avg
„ „ ´
Harding Loevner International Eq Inv HLMNX
FG
4.7 17.6 10.0 11.0
9.4
20 22 48 30 12
0.4 14.94 (93)
Avg Low High +Avg High -Avg +Avg
FQ ]QQQ
IVA International A IVIOX Janus Overseas T JAOSX
5.2 13.3 8.7 9.9 — 29 92 91 87 — 2.2 7.94 (87)
3.7 3.4 10.3 19 2 98 98 4 3.7 24.32 (80)
FB
4.2 22.2
QQQQ
Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX
— FB
1.7 13.2 10.3 8.9 9.2 54 76 46 29 12 1.0 16.73 (95)
5.4
´ ´
FB
-1.8 10.4 10.0 7.3
94 95 50 71 85 0.3 18.2 (84)
QQQQ
MainStay ICAP International I ICEUX
FV FB FB FB FQ FG FG FR FG FV FB FR FA FG FV FB FB FQ FQ FG FV FB FG FG
0.7 13.6 10.8 7.8 8.1 81 84 46 47 13 1.0 14.0 (94) 1.5 13.3 8.8 7.5 8.4 56 74 74 67 21 1.1 16.82 (93)
Œ
QQQ
Manning & Napier World Opportunities A EXWAX Neuberger Berman International Eq Inv NIQVX
´
WWWW
0.5 12.1
8.7 10.1
— 72 87
77 9 — 0.8 — (—)
Œ
QQQQQ
Oakmark International I OAKIX
-1.0 10.7 16.9 12.5 10.2 90 95 2 1 5 1.7 15.85 (84) 2.4 13.5 13.3 12.3 9.7 55 89 25 38 28 3.1 15.38 (84) -1.1 11.6 11.7 11.6 10.0 79 71 18 15 1 0.7 15.12 (90) 1.0 11.7 9.2 8.7 8.7 53 69 60 63 26 1.3 14.58 (93) 4.5 19.6 13.7 13.3 11.5 25 17 22 52 19 1.0 14.01 (88) 4.9 17.5 9.8 9.9 7.5 17 23 53 48 49 0.9 16.34 (95) 4.0 18.3 11.5 9.1 7.6 31 30 29 22 21 2.2 15.13 (96) -3.1 7.5 6.3 6.6 7.9 92 97 91 86 40 0.6 14.69 (93) 4.7 13.5 14.0 12.9 8.4 23 84 6 1 9 1.1 8.89 (81) 0.5 13.0 10.9 9.7 8.4 61 61 34 51 33 0.8 15.58 (94) 2.7 16.6 11.5 8.3 7.2 34 35 20 44 37 3.2 15.36 (96) 6.9 20.9 8.9 10.8 — 10 14 86 77 — 2.3 16.83 (93) 5.3 21.7 12.7 11.4 9.6 25 12 35 64 32 2.1 15.41 (92) 1.9 18.3 11.2 10.5 8.7 40 16 30 37 22 1.4 17.32 (95) 2.7 18.1 12.1 8.2 7.9 51 32 22 37 16 1.8 16.02 (97) 5.1 18.1 9.3 8.3 — 11 17 64 46 — 3.1 — (—) 1.9 15.6 11.3 9.5 — 50 52 22 17 — 1.8 15.15 (96) 6.8 27.8 7.4 — — 14 1 99 — — 0.8 21.68 (79) 8.4 7.4 6.6 98 98 73 88 89 1.3 14.33 (89) -3.5 6.9
+Avg
´ „ ˇ ´ „ ˇ ´ ´ ˇ ´ „ ´ Œ Œ „ ˇ „ ´ Œ „ ˇ
QQQ
Oakmark International Small Cap I OAKEX
Avg
QQQQ
Oppenheimer International Growth A OIGAX
Avg
QQQ
Scout International UMBWX
-Avg -Avg +Avg
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
Avg
Q
High -Avg -Avg Low
QQQ
QQQQQ
FG ]QQQQ
USAA International USIFX
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
+Avg
QQQ QQQ
Vanguard International Explorer Inv VINEX
Avg
Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX
+Avg +Avg +Avg
QQQQ
QQQ
5.3 18.4 9.4
8.1 7.7
10 15 63
51 29
3.1 15.8 (98)
QQQQ QQQQ
Virtus Foreign Opportunities A JVIAX
8.0 14.2 9.6 11.5 9.3
5 50 54 17 13 0.5 13.42 (86)
Low Avg
William Blair International Growth N WBIGX
2.2 16.9 11.8 11.3 8.2 39 32 15 23 35 1.1 14.91 (94)
World Stock
— 5.8 19.5 14.0 12.3 8.1 — — — — — — 13.85 (83) —
Œ QQQ Œ QQQQ ´ [QQQ
American Funds Capital World Gr&Inc A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX
6.6 20.8 15.5 11.6 9.4 35 30 28 64 26 2.1 12.43 (94) 3.9 19.7 15.4 13.0 9.7 72 41 29 40 19 0.7 13.0 (89) 3.4 16.9 14.9 14.4 10.5 78 75 39 16 10 0.0 14.89 (79)
-Avg -Avg +Avg
MSCI World Index MSCI Europe Index
6.8 21.1 15.5 12.3 7.6
1.4 17.7 12.8 8.9
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.
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