(PUB) Morningstar FundInvestor
38
Historical Performance
Historical Risk
Morningstar 500
Morningstar Rating vs.Category 5 Best
Total Return % 04-30-13
Total Return % Category Rank
12- Mo Yield %
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
International Equity
YTD 1 Yr
3 Yr
5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr
(R²)
Foreign Stock
— 8.8 15.7 7.9 0.4 10.5 — — — — — 1.8 19.5 (91) —
´
QQQ
American Beacon Intl Equity Inv AAIPX American Funds EuroPacific Gr A AEPGX American Funds Intl Gr And Inc A IGAAX Artio International Equity A BJBIX Artisan International Small Cap Investor ARTJX Artisan International Value Investor ARTKX Causeway International Value Inv CIVVX Columbia Acorn International Select A LAFAX Dodge & Cox International Stock DODFX Fidelity Diversified International FDIVX Fidelity International Discovery FIGRX Fidelity International Small Cap FISMX Fidelity Spartan International Index Inv FSIIX Artisan International Inv ARTIX Columbia Acorn International Z ACINX
FV FB FB FB FB FR FB FR FR FB FB FB
6.6 18.4 6.8 -0.7 9.3 73 28 36 23 30 2.1 20.68 (98) 6.4 13.4 6.5 0.6 10.8 76 69 56 14 9 1.6 18.37 (96) 7.5 18.9 9.1 — — 59 18 8 — — 2.5 16.70 (96) 9.4 12.1 1.2 -5.2 8.1 21 85 96 94 63 0.5 19.55 (91) 9.3 18.9 12.2 1.3 10.5 22 18 2 10 14 1.0 19.88 (91)
Avg
Œ Œ
QQQQ QQQQ
-Avg Low
ˇ „ Œ Œ Œ „ „ ˇ ´ ˇ „ „ ˇ Œ „ „ „ Œ ´ „ ´ „ „ ´ „ ˇ ´ Œ Œ Œ
Avg
QQQQ QQQQ
+Avg
13.2
3.5 15.8
10.1 25.2
66 3 16 44 12 0.9 19.50 (81)
Avg Low High Low
7.5 14.6 21 5 2 1 1 0.9 16.82 (94)
QQQQQ
9.4 23.1 12.4
FV [QQQ
5.3 17.3 8.4 0.4 10.0 90 41 12 8 20 1.8 21.46 (96) 6.5 14.7 10.9 2.1 13.5 96 85 68 74 41 5.9 15.54 (79) 10.6 16.6 10.4 3.6 15.4 61 71 75 43 16 1.9 17.84 (90) 7.9 18.7 6.8 0.4 12.6 51 21 51 18 4 2.0 20.57 (97) 9.3 17.2 7.6 -1.4 9.5 22 34 32 57 28 1.4 19.32 (96)
QQQ
QQQQ QQQQ
Avg
+Avg
QQQ
Avg Avg Avg Avg Low Avg
QQQQ
10.3 20.5 8.5 -0.3 10.6 15.9 19.5 11.4 3.6 15.1
8 7 15 30 13 1.5 19.72 (96) 5 38 53 41 18 0.6 19.45 (89)
FR ]QQQQ
QQQ
FB
9.6 19.4 7.7 -0.9 9.2 19 13 29 43 37 2.6 19.67 (99)
QQQQQ
First Eagle Overseas A SGOVX
FB FG FB FG FQ
6.3 13.3 8.8 5.1 12.7 78 72 11 2 3 1.1 11.80 (88) 6.4 9.0 6.5 -2.7 8.0 46 81 73 84 77 5.4 19.12 (90) 5.7 12.9 8.6 0.3 12.6 87 76 13 20 4 1.9 20.61 (95)
Harbor International Growth Inv HIIGX Harbor International Instl HAINX Harding Loevner International Eq Inv HLMNX
QQQQ QQQQ
+Avg -Avg
5.1 14.2 8.7 2.4 10.4 72 36 48 17 33
0.5 17.64 (93)
QQQ
IVA International A IVIOX
8.1 14.2 9.0 — — 72 60 52 — — 2.6 9.91 (91)
Low
3.4 3.3 -4.4 -5.2 12.5 95 96 97 100 10 3.2 25.80 (75) 9.3 19.6 7.8 0.5 10.8 23 12 28 17 11 0.4 20.24 (94)
Janus Overseas T JAOSX
FG
High +Avg High -Avg High
FB [QQQQ
Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX MainStay ICAP International I ICEUX
7.8
FB FV FB
10.2 25.4 4.9 -1.1
11 3 83 47 68 1.5 21.59 (90)
QQQQ QQQQ WWWW
7.7 17.1 7.8 -0.4 10.6 55 45 19 18 14 1.9 18.75 (96) 6.3 12.3 4.2 0.0 10.5 77 83 88 24 15 1.5 21.17 (95)
Manning & Napier World Opportunities A EXWAX
Neuberger Berman International Eq Inv NIQVX
— FB
6.2 13.9 8.6 0.2
—
78 64 13 20 — — — (—) 5 2 3 1 5 1.9 19.94 (93)
11.3 29.3
QQQQQ
Oakmark International I OAKIX
FB FQ FG FG FR FG FV
10.9 7.2 12.4
+Avg -Avg
QQQ
Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX
9.2 10.9 7.1 4.4 13.4 57 84 81 6 32 1.4 19.31 (90) 8.5 17.1 10.9 3.3 13.2 24 11 13 3 1 1.1 18.59 (94) 5.7 14.0 8.0 1.6 10.7 55 38 54 32 28 1.5 18.64 (95) 9.1 16.1 11.0 3.6 15.1 75 78 67 39 19 1.0 18.18 (89) 4.9 11.1 7.1 0.4 8.8 74 52 64 51 62 1.3 19.59 (93) 8.7 15.0 7.1 -0.7 9.7 42 71 31 24 24 2.2 20.28 (98) 8.5 7.3 — — — 85 98 — — — 5.5 — (—) 8.9 19.7 7.4 0.6 11.2 67 20 46 61 63 0.8 17.38 (90) 5.7 10.1 5.8 -0.5 11.0 55 69 81 62 23 0.9 17.68 (95) 9.9 20.0 10.8 5.4 10.7 21 17 6 1 10 1.3 11.08 (90) 5.3 14.5 8.7 2.0 10.1 67 35 47 28 38 1.2 19.54 (96)
QQQQ QQQQ QQQQ
Avg Avg Avg Avg Avg
Scout International UMBWX
T. Rowe Price International Discovery PRIDX T. Rowe Price International Stock Fd PRITX T. Rowe Price Intl Gr & Inc TRIGX TCW International Small Cap I TGICX Third Avenue International Value Instl TAVIX Thornburg International Value A TGVAX Tweedy, Browne Global Value TBGVX
QQQ QQQ
FR NR
QQQ QQQ
Under Review FA
Low
„ „ ´
FG FV
-Avg Low +Avg
QQQQQ
FG ]QQQQ
USAA International USIFX
Vanguard Developed Markets Index Admiral VDMAX Œ
WWW WWW QQQ QQQ QQQ
FB FB FQ FG FV
9.8 19.7 6.1 14.6
7.8 -0.8 9.3
15 10
27 40 34
3.3 — (—)
Œ
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
6.3 -0.6
— 82 56
60 37 — 3.1 — (—)
ˇ „ ´ Œ Œ „ ´
Vanguard International Explorer Inv VINEX Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Tax-Managed Intl Adm VTMGX Vanguard Total Intl Stock Index Admiral VTIAX
10.5 13.7 6.8 1.4 12.7 35 68 92 57 47 2.5 20.16 (93) 5.9 12.5 7.8 0.6 10.1 52 43 56 48 40 1.7 20.69 (93) 7.1 17.5 6.0 -1.2 10.3 65 39 52 35 17 2.5 20.28 (98) 9.9 19.6 7.7 -0.7 9.4 13 11 29 39 31 3.1 19.85 (99)
+Avg +Avg
Avg
FB ]QQQQ
+Avg
WWWW
FB
6.6 14.6 6.2 -1.1 10.0 73 55
62 47 20
3.1 — (—)
QQQQQ
Virtus Foreign Opportunities A JVIAX
FG FG
8.4 16.5 13.1 2.3 12.0 26 17 1 18 15 0.9 14.99 (78) 7.8 16.1 9.7 -0.3 10.6 33 24 31 60 30 2.8 18.09 (92)
Low -Avg
QQQ
William Blair International Growth N WBIGX
World Stock
— 9.4 14.4 8.5 1.7 8.8 — — — — — 1.2 17.6 (87) —
Π]QQQQ ΠQQQQ
American Funds Capital World G/I A CWGIX American Funds New Perspective A ANWPX
10.4 19.1 9.5 2.1 11.1 38 19 42 54 19 2.5 16.79 (96) 9.1 16.0 10.5 4.1 10.9 67 39 25 23 25 1.0 16.08 (94)
Avg
-Avg
MSCI EAFE Index
10.6 19.4 7.4 -0.9 9.2
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.
Made with FlippingBook