(PUB) Morningstar FundInvestor
38
Historical Performance
Historical Risk
Morningstar 500
Morningstar Rating vs.Category 5 Best
Total Return % 05-31-13
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
— 7.1 27.4 11.3 -0.4 9.6 — — — — — — 19.5 (91) —
7.6 23.7 4.6 -5.8
ˇ ´ Œ Œ „ Œ Œ Œ „ „ ˇ ´ ˇ „ „ Œ „ „ „ Œ ´ „ „ ´ „ ˇ ´ ´ „ „ ´ ˇ „ ´ Œ Œ „ ´ Œ Œ ´ „ Œ Œ
Aberdeen Select International Eq A BJBIX American Beacon Intl Equity Inv AAIPX American Funds EuroPacific Gr A AEPGX American Funds Intl Gr And Inc A IGAAX 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
FB
7.2 17 79 96 94 62 0.5 18.45 (89)
Avg Avg
FV ]QQQQ
6.2 33.3 11.2 -0.8 8.5 43 11 24 17 29 2.1 19.34 (97) 5.2 25.1 9.9 0.1 10.2 59 66 56 14 9 1.6 17.28 (95) 5.0 27.8 11.9 — — 66 39 13 — — 2.6 15.71 (95)
QQQQ
FB
-Avg Low +Avg
FB [QQQ
QQQQ QQQQ
FB
8.7 29.9 16.0 0.6 9.8
6 21 1 9 15 1.0 18.78 (90)
18.4
3.8 15.3
FR FB
13.0 39.9
29 2 14 29 9 0.9 18.22 (77) 3 5 1 1 1 0.9 15.57 (93)
+Avg
QQQQQ
9.6 34.7 16.4 7.3 13.6
Low
FV ]QQQQ
6.3 32.1 13.7 0.5 9.2 40 19 6 9 19 1.8 19.94 (95) 2.8 18.3 12.8 0.7 12.2 97 97 81 73 55 6.1 14.82 (76) 8.5 26.4 13.5 2.8 14.2 63 73 75 44 16 1.9 16.75 (88)
+Avg
QQQ
FR FR FB FB FB
Low Avg
QQQQ QQQQ
9.0 35.7 11.5 0.4 12.0
5 4 19 10 3 2.0 19.27 (96)
+Avg
QQQ
7.4 27.6 11.0 -2.2 8.5 20 41 31 54 30 1.4 18.19 (96)
Avg
QQQQ
8.3 31.7 11.9 -1.1 9.6
9 12 13 31 16 1.5 18.58 (96)
+Avg
FR [QQQ
13.6 32.6 15.0 2.2 13.9 21 28 59 57 21 0.6 18.23 (88) 6.5 30.7 11.0 -1.6 8.2 33 16 30 41 40 2.7 18.48 (99) 4.0 19.5 10.4 4.4 11.7 81 95 46 2 4 1.1 11.18 (86) 5.2 25.4 12.9 -0.3 11.9 61 61 6 20 4 1.9 19.31 (94)
Avg Avg
QQQ
FB
QQQQQ
First Eagle Overseas A SGOVX Harbor International Instl HAINX
FB
Low
FB ]QQQQQ
+Avg -Avg Low High +Avg High -Avg +Avg
QQQQ
Harding Loevner International Eq Inv HLMNX
FG FQ FG FB FB FV FB
3.6 24.4 11.8 1.7
9.8
79 34 46 14 30
0.5 16.61 (92)
QQQ
IVA International A IVIOX Janus Overseas T JAOSX
6.1 19.3 10.5 — — 79 94 87 — — 2.6 9.23 (90) 2.2 18.2 -1.7 -5.1 11.5 92 91 97 99 10 3.2 25.25 (75)
QQQQ
Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX MainStay ICAP International I ICEUX
9.5 35.5 12.0 0.2 10.2
4 4 12 12 8 0.4 19.05 (93) 2 1 70 31 68 1.5 20.37 (89)
7.0
10.2 45.3 9.3 -1.2
QQQQ QQQQ WWWW
6.3 27.9 11.4 -1.1 9.7 41 59 21 20 14 1.9 17.58 (95) 7.0 28.3 9.3 -0.1 10.1 27 35 70 16 12 1.5 19.62 (93)
Manning & Napier World Opportunities A EXWAX Neuberger Berman International Eq Inv NIQVX
— FB
4.2 23.1 11.5 -0.8
—
79 85 20 28 — — — (—)
13.7 48.8
7.9 11.8
QQQQQ
Oakmark International I OAKIX
FB FQ
15.5
1 1 2 1 4 1.9 18.92 (91)
+Avg -Avg -Avg
QQQ
Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX
9.5 27.7 11.1 4.2 12.4 38 60 73 13 24 1.4 18.22 (89) 7.9 30.1 14.9 2.9 12.0 13 7 5 2 2 1.1 17.32 (93) 4.1 25.3 11.3 0.8 10.0 73 29 50 33 28 1.5 17.55 (94) 8.2 27.4 14.6 3.1 13.9 68 62 70 35 19 1.0 17.00 (87) 3.8 22.5 10.5 -0.3 8.1 77 62 63 51 60 1.3 18.60 (92) 7.2 27.2 10.9 -1.3 8.7 26 68 30 22 26 2.2 19.06 (98) 7.2 19.4 — — — 80 92 — — — 5.5 — (—) 9.1 33.1 10.9 0.7 10.6 13 19 60 50 37 0.8 16.38 (88) 5.4 22.1 8.9 -0.6 10.5 40 65 82 55 20 0.9 16.86 (94)
FG ]QQQQQ
QQQQ QQQQ
Scout International UMBWX
FG FR FG FV FA FG FV FG FB FB
Avg Avg Avg Avg
T. Rowe Price International Discovery PRIDX
QQQ QQQ
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
FR NR
QQQ QQQ
-Avg -Avg Low Avg
QQQQQ
Tweedy, Browne Global Value TBGVX
10.2 27.3 13.3 5.4 10.2
6 67 8 1 7 1.3 10.20 (88)
QQQQ
USAA International USIFX
4.7 28.0 12.8 1.4 9.5 60 19 36 21 35 1.2 18.25 (95)
Vanguard Developed Markets Index Admiral VDMAX Œ
WWW WWW
6.5 30.7 2.9 25.0
11.0 -1.6 8.3
34 16
31 43 37
3.4 — (—)
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
9.3 -1.6
— 91 67
70 41 — 3.2 — (—)
E Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX „
FQ ]QQ
5.0 24.7 10.5 — — 85 81 90 — — 2.7 19.43 (89)
+Avg
QQQ QQQ QQQ
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
FQ FG FV
9.9 28.2 11.1 0.9 11.5 36 56 74 60 36 2.5 18.83 (92) 5.7 26.7 11.7 0.1 9.5 33 27 47 46 37 1.7 19.61 (92) 5.6 30.4 10.0 -1.8 9.5 62 29 49 32 16 2.5 18.95 (97) 6.6 30.8 10.9 -1.6 8.4 31 16 33 40 34 3.2 18.68 (99)
+Avg +Avg
Avg
FB [QQQ
+Avg
WWWW
FB
3.5 25.1
9.2 -2.0 9.0
87 65
71 50 25
3.1 — (—)
FG [QQQQ
Virtus Foreign Opportunities A JVIAX
4.7 22.7 14.3 1.3 11.0 60 58 13 21 15 1.0 14.57 (76) 6.1 27.4 12.5 -1.0 9.7 30 24 38 63 31 2.8 17.24 (91)
Low -Avg
QQQ
William Blair International Growth N WBIGX
FG
World Stock
— 9.9 25.8 12.1 1.3 8.1 — — — — — — 17.6 (87) —
ΠQQQQ ΠQQQQ
American Funds Capital World G/I A CWGIX American Funds New Perspective A ANWPX
9.9 28.7 13.3 1.6 10.4 57 24 41 58 19 2.5 15.50 (95) 10.4 27.7 14.4 3.9 10.3 47 35 23 22 22 1.0 14.99 (92)
-Avg -Avg
MSCI EAFE Index
7.9 31.6 11.0 -1.6 8.3
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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