(PUB) Morningstar FundInvestor

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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)

World Stock (cont’d)

— 9.9 25.8 12.1 1.3 8.1 — — — — — — 17.6 (87) —

13.8 28.5 13.9 4.2 11.7

´ QQQ „ QQQQQ „ QQQQQ

American Funds SMALLCAP World A SMCWX Artisan Global Opportunities Inv ARTRX

12 26 31 17 3 1.2 16.91 (79)

Avg Avg

20.4

10.8 27.1

— — 40 41 3 — — 0.0 17.20 (77)

Artisan Global Value Investor ARTGX Dodge & Cox Global Stock DODWX

13.8 33.4 17.9 8.9 — 12 10 4 2 — 0.5 13.56 (85) 13.7 36.6 13.7 2.5 — 13 5 34 45 — 1.4 17.80 (92) 11.8 29.0 15.3 2.5 9.5 27 23 15 44 34 0.7 16.10 (89)

-Avg +Avg

Œ [QQ

QQQQ

Fidelity Worldwide FWWFX

—

Avg

„ QQQQ „ QQQQ ´ QQQ

FPA Paramount FPRAX

16.1 32.6 16.3 7.7 10.2

5 12 9 4 25 0.2 17.91 (63)

+Avg -Avg

Harding Loevner Global Equity Advisor HLMGX

6.2 18.1 11.6 2.8 9.0 87 93 70 42 46 0.2 15.26 (87) 8.1 20.8 13.3 2.4 — 77 85 42 48 — 0.5 16.41 (85)

Janus Global Research T JAWWX Janus Global Select T JORNX MFS Global Equity A MWEFX

Avg

4.7 -2.5

ˇ Q

11.6 21.7

9.0 30 81 97 94 46 0.4 20.90 (78)

High

Œ QQQQ

11.9 32.6 17.0 5.2 10.1 26 12 6 7 27 0.9 16.31 (90)

Avg

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

Mutual Global Discovery A TEDIX

13.0 28.2 12.1 4.9 10.7 17 29 64 10 14 1.4 12.01 (86) 13.1 25.7 11.6 4.7 9.2 16 51 70 12 43 1.9 10.89 (82)

Low Low

Mutual Quest A TEQIX Oakmark Global I OAKGX

16.6 39.3

14.0 4.6 10.7

4 3 30 12 13 1.4 17.46 (88) — 5 4 13 1 — 1.1 17.45 (80)

+Avg +Avg

16.1 38.8 15.7 10.4

Oakmark Global Select I OAKWX

Old Westbury Global Small & Mid Cap OWSMX

9.8 25.7 14.2 8.5 — 60 51 26 3 — 1.0 16.32 (84)

Avg

Oppenheimer Global A OPPAX

10.4 33.3 14.0 3.8 9.9 48 10 30 24 30 0.9 17.67 (93) 12.7 21.6 8.8 6.3 11.7 20 81 89 5 5 1.0 18.52 (75) 11.2 24.0 13.9 4.4 8.3 35 66 31 15 55 2.0 9.53 (83)

+Avg +Avg Low Low High Low Low Avg Avg Low Low -Avg -Avg -Avg Low -Avg

Oppenheimer Global Opportunities A OPGIX

Perkins Global Value T JGVAX PIMCO EqS Pathfinder D PTHDX Third Avenue Value Instl TAVFX

6.2 16.8

7.3 — — 87 95 93 — — 2.7 10.77 (85)

9.5 34.2 11.1 1.3 8.3 63 8 76 63 54 2.4 19.66 (79)

7.1

Tweedy, Browne Value TWEBX

12.9 28.6 13.3 6.8

18 26 41 4 75 0.9 11.03 (85)

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

7.5 24.0 13.7 4.4 — 82 65 35 14 — 1.5 12.00 (93) 11.7 30.1 13.9 0.6 9.3 30 19 31 75 42 1.6 16.55 (91) 8.7 26.0 12.4 — — 71 50 59 — — 2.3 16.23 (94)

QQQ QQQ

Vanguard Global Equity Inv VHGEX

— —

Vanguard Total World Stock Index Inv VTWSX

Regional Stock Matthews Asia Dividend Investor MAPIX Matthews Asian Growth & Inc Investor MACSX Matthews China Investor MCHFX Matthews India Investor MINDX Matthews Pacific Tiger Investor MAPTX

Œ „ „ „ Œ

QQQQ

DP PJ CH

9.7 28.1 13.4 9.6 — 23 37 6 1 — 4.0 12.18 (77) 4.8 27.3 12.7 6.6 14.0 18 18 23 15 52 2.4 11.98 (75) -2.1 10.2 2.7 1.8 15.9 69 95 81 34 1 1.5 19.02 (61) 0.6 24.9 1.8 1.7 — 6 13 1 9 — 0.5 25.04 (42) 4.7 25.2 12.7 7.3 17.2 23 21 21 12 15 0.6 17.09 (67) 10.0 30.9 9.8 2.1 10.5 13 62 82 12 26 2.7 13.36 (85) -0.8 16.2 10.3 5.5 17.7 73 88 48 17 1 1.0 17.26 (63) 6.5 34.4 12.5 -2.0 8.3 73 38 54 59 58 3.3 21.25 (96) 2.7 20.6 9.2 0.2 13.2 17 17 11 19 65 1.3 16.47 (84) -2.9 16.5 4.1 -1.1 17.5 59 40 76 40 7 1.7 23.01 (75) -3.0 16.5 7.1 0.7 16.9 59 40 34 12 9 1.5 20.48 (73) 0.8 19.2 9.5 3.8 19.0 26 24 8 4 1 0.4 19.20 (78) -3.2 15.8 6.3 -3.4 14.4 62 45 47 74 43 0.5 20.13 (74)

QQQQQ

QQQQ QQQQ QQQQ

ES ]QQQQQ

Mutual European A TEMIX T. Rowe Price New Asia PRASX

QQQ QQQ

PJ ES

Vanguard European Stock Index Adm VEUSX

Avg

Diversified Emerg. Mkts.

— -1.3 15.9 5.7 -2.2 13.7 — — — — — — 21.2 (77) —

Œ QQQQ

American Funds New World A NEWFX DFA Emerging Markets Value I DFEVX Lazard Emerging Markets Equity Open LZOEX Oppenheimer Developing Markets A ODMAX T. Rowe Price Emerging Markets Stock PRMSX Vanguard Emerging Mkts Stock Idx Adm VEMAX Virtus Emerging Markets Opportunities A HEMZX

Low High

QQQ

—

„ QQQQ „ QQQQQ

Avg

-Avg

´ QQ

Avg

„ QQQ „ QQQQQ

-5.0 13.3 5.4 -1.6 14.7

76 62 59 50 38

2.5 20.87 (77)

Avg Low

1.2 17.6 14.3 4.6 16.4 23 33 2 2 13 0.5 16.01 (64)

World Allocation

— 3.3 12.9 7.8 1.4 6.7 — — — — — — 11.6 (86) —

„ QQQ Œ QQQ „ ]QQQQQ „ [QQ „ [QQQQ Œ QQQQ ´ [QQ

American Funds Capital Inc Bldr A CAIBX BlackRock Global Allocation Inv A MDLOX

6.7 17.3 12.2 2.9 7.9 20 25 7 48 31 4.0 9.23 (82) 6.3 16.1 8.6 3.3 9.4 27 37 62 43 18 1.1 10.42 (95) 6.3 19.4 12.2 5.7 11.7 27 16 8 11 4 1.0 10.81 (94) 7.7 17.7 9.3 — — 11 20 49 — — 1.8 10.01 (93) -2.4 10.9 7.5 6.8 — 91 67 76 1 — 5.4 8.73 (49) 0.3 12.6 8.7 6.3 6.7 78 57 60 5 65 4.6 7.66 (71) -1.2 7.0 6.6 — — 88 86 87 — — 1.6 9.45 (83)

-Avg

Avg Avg Avg

First Eagle Global A SGENX IVA Worldwide A IVWAX

PIMCO All Asset All Authority D PAUDX

-Avg

PIMCO All Asset D PASDX

Low -Avg

PIMCO Global Multi-Asset D PGMDX

MSCI World Index MSCI Europe Index

11.2 27.8 13.3 1.5 7.7 7.4 34.8 12.1 -2.2 8.1 -4.4 11.3 2.9 -3.6 12.3

MSCI Emerging Markets Index

Legend