(PUB) Morningstar FundInvestor

38

Historical Performance

Historical Risk

Morningstar 500

Morningstar Rating vs.Category 5  Best

Total Return % 07-31-13

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

— 9.4 23.6 9.2 2.7 9.2 — — — — — — 18.3 (91) —

´ Œ Œ „ Œ Œ Œ „ „ Œ ˇ ´ ˇ „ „ Œ „ „ „ Œ ´ „ ´ „ „ ´ „ ˇ ´ ´ „ „ ´ Œ „ ˇ „ ´ Œ Œ „ ´ Œ Œ

QQQQ QQQQ

American Beacon Intl Equity Inv AAIPX American Funds EuroPacific Gr A AEPGX American Funds Intl Gr And Inc A IGAAX

FV FB

10.3 26.1 9.5 2.6 8.3 27 20 18 14 26 2.0 18.90 (96) 6.3 18.1 7.4 2.6 9.7 74 78 64 19 11 1.6 16.82 (95) 6.8 20.9 9.7 — — 65 51 15 — — 2.6 15.03 (95)

+Avg -Avg

FB [QQQ

Low

QQQQ

Artisan International Inv ARTIX

FB

12.4 25.4 14.1 4.2 9.6 13.4 35.2 15.1 8.2 14.5

4 13 1 7 13 1.0 18.53 (90) 46 8 17 19 9 0.9 17.87 (75)

+Avg

FR ]QQQQQ

Artisan International Small Cap Investor ARTJX

Avg

15.9 11.0 13.6

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 International Small Cap FISMX Fidelity Spartan International Index Inv FSIIX

FB FB FR FR FB FB FB FR FB FB FG FQ FG FB

16.7 34.1

1 1 1 1 1 0.8 15.35 (92)

Low High Low

QQQQ

10.8 27.2 11.5 4.2 8.9 12 8 4 7 20 1.7 19.40 (94) 11.0 3.3 12.2 91 97 79 76 49 6.0 14.55 (75) 9.0 21.3 10.3 5.8 13.7 78 79 82 50 14 2.5 16.26 (87) 5.4 12.3

QQQ

QQQQ QQQQ

Avg

11.6 29.8 9.3 3.1 11.1

7 4 21 13 5 1.9 18.70 (96)

+Avg

QQQ

10.9 23.5 9.6 0.9 8.3 12 28 17 51 31 1.4 17.73 (96) 10.9 25.7 10.1 1.8 9.2 11 11 11 30 17 1.5 18.04 (96)

Avg

QQQQ

+Avg +Avg

QQQ QQQ

17.5 33.5 13.5 5.6 12.9

9 15 42 53 30 0.6 18.14 (88)

9.0 24.2 8.7 1.3 8.0 27 20 33 40 38 2.6 17.82 (99) 5.0 14.7 9.1 6.6 11.4 82 92 24 3 3 1.1 11.31 (88)

Avg Low

FB ]QQQQQ

First Eagle Overseas A SGOVX

QQQQ QQQQ

Harbor International Instl HAINX

5.7 19.1 9.5 2.5 11.1 77 69 19 21 4 1.9 19.05 (94)

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

Harding Loevner International Eq Inv HLMNX

3.0 14.9 8.5 4.2

9.2

83 83 57 20 35

0.5 16.43 (92)

QQQ

IVA International A IVIOX Janus Overseas T JAOSX

8.0 15.8 9.4 — — 75 85 75 — — 2.6 9.15 (90) -5.4 -2.8 10.7 98 56 97 100 13 3.3 24.90 (74) 11.2 30.0 9.4 3.2 9.6 10 4 20 12 13 0.4 18.76 (93) -0.7 16.9

QQ

QQQQ

Litman Gregory Masters Intl Instl MSILX

5.9

FB ]QQQ

Longleaf Partners International LLINX MainStay ICAP International I ICEUX

11.6 36.1 8.0 1.6

7 1 47 33 87 1.5 20.32 (89)

QQQQ QQQQ WWWW

FV FB

8.5 21.2 9.1 1.9 9.6 53 70 22 19 9 1.9 16.94 (95) 9.3 22.6 7.1 2.0 10.0 24 36 69 26 8 1.5 19.27 (93)

Manning & Napier World Opportunities A EXWAX Neuberger Berman International Eq Inv NIQVX

— FB

7.6 19.9 9.6 2.8

54 62 17 15 — — — (—) 1 1 1 1 2 1.8 18.82 (90)

17.7 43.4

13.6 11.7 11.6

QQQQQ

Oakmark International I OAKIX

FB

+Avg

QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX

FQ FG FG FR FG

15.6 32.6 9.9 8.7 12.3 15 8 65 13 24 1.3 18.01 (87)

-Avg

QQQQQ

12.4 27.6 13.2 6.1 11.4

6 5 2 2 2 1.0 17.13 (93)

Avg

QQQQ QQQQ

Scout International UMBWX

5.7 20.0 9.0 3.5 9.8 60 33 50 34 22 1.9 16.99 (94) 10.0 25.5 12.2 6.2 13.1 68 65 67 41 23 1.0 16.71 (87) 4.2 17.0 7.7 2.5 7.8 76 55 70 51 61 1.3 17.98 (91) 10.1 23.3 8.8 1.9 8.5 29 51 26 18 23 2.2 18.33 (98) 3.5 13.2 — — — 95 95 — — — 5.7 — (—) 9.7 23.6 9.8 3.0 9.4 57 80 37 55 63 0.8 16.39 (89) 6.0 15.5 6.7 1.7 9.8 55 75 78 61 25 0.9 16.87 (94) 11.7 20.3 12.2 8.5 9.8 15 75 5 1 6 1.2 10.38 (88)

-Avg

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

Avg Avg

QQQ

FV ]QQQQ

Avg

FR NR

QQQ QQQ

FA FG FV FG FB FB FQ FQ FG FV FB FB FG FG

-Avg -Avg Low

QQQQQ

QQQQ

USAA International USIFX

7.3 22.9 10.4 4.3 9.5 39 20 36 17 29 1.2 17.97 (95)

Avg

Vanguard Developed Markets Index Admiral VDMAX Œ

WWW WWW

9.0 24.4 3.7 18.0

8.7 1.3 8.0

28 18

34 40 38

3.3 — (—)

Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX

6.5 1.1

— 91 79

78 46 — 4.5 — (—)

Q

5.2 20.2 7.3 — — 86 81 96 — — 3.5 19.22 (89) 13.5 27.7 8.9 4.5 10.9 41 49 85 64 36 2.4 18.43 (92) 7.9 22.0 9.3 3.3 9.2 31 24 46 41 35 1.7 19.47 (92) 7.9 23.9 7.8 1.1 8.7 64 42 48 34 22 2.4 18.23 (97) 9.1 24.4 8.6 1.4 8.1 26 17 34 38 36 4.6 18.03 (99)

+Avg

QQQ QQQ QQQ QQQ WWW

Vanguard International Explorer Inv VINEX

Avg

Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Tax-Managed Intl Adm VTMGX Vanguard Total Intl Stock Index Admiral VTIAX

+Avg

Avg Avg

4.2 18.3

6.4 0.8 8.5

89 76

81 53 29

4.4 — (—)

QQQQ

Virtus Foreign Opportunities A JVIAX

3.0 13.1 11.6 3.5 10.8 84 92 18 33 10 1.0 14.98 (78) 6.8 19.9 9.1 2.0 9.0 45 34 49 57 40 2.8 16.96 (91)

Low -Avg

QQQ

William Blair International Growth N WBIGX

World Stock

— 12.5 22.7 11.2 4.2 7.8 — — — — — — 16.2 (86) —

Œ [QQQ Œ QQQQ ´ QQQ

American Funds Capital World G/I A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX

12.5 22.6 11.5 4.3 10.2 54 51 59 60 19 2.5 14.78 (95) 13.2 23.7 13.5 6.6 10.0 48 42 27 23 24 0.9 14.71 (92) 16.3 28.1 13.1 7.3 11.1 18 21 33 14 6 1.2 16.81 (80)

-Avg -Avg

Avg

MSCI World Index

14.1 23.2 12.7 4.3 7.6

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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