(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
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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