(PUB) Morningstar FundInvestor

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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)

World Stock (cont’d)

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

19.1

„ QQQQQ „ QQQQQ

Artisan Global Opportunities Inv ARTRX Artisan Global Value Investor ARTGX Dodge & Cox Global Stock DODWX

12.1 23.6

— — 59 44 2 — — 0.0 16.93 (77)

+Avg -Avg +Avg

17.7 30.3 17.7 11.4 — 12 14 3 2 — 0.4 13.02 (86) 17.8 31.8 13.3 5.4 — 12 8 30 45 — 1.4 17.20 (92) 16.4 27.3 15.6 5.6 9.3 18 24 8 41 34 0.7 15.77 (90)

Œ [QQ

QQQQ

Fidelity Worldwide FWWFX

—

Avg

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

FPA Paramount FPRAX

20.3 33.0 18.0 10.3 9.4

5 4 3 4 32 0.2 17.81 (66)

+Avg

Harding Loevner Global Equity Advisor HLMGX

8.5 15.6 10.5 5.3 8.7 86 86 72 46 45 0.2 15.03 (87) 11.1 21.1 12.5 5.7 — 71 62 41 39 — 0.5 16.26 (85) 15.5 29.6 16.0 8.1 10.2 24 16 6 9 16 0.9 15.98 (90) 15.1 22.4 11.4 7.0 10.5 28 53 61 17 11 1.4 11.90 (86) 15.4 21.4 11.6 6.7 9.1 25 61 55 22 38 1.9 10.50 (83)

-Avg Avg Avg Low Low +Avg +Avg

Janus Global Research T JAWWX MFS Global Equity A MWEFX Mutual Global Discovery A TEDIX

Mutual Quest A TEQIX

Oakmark Global I OAKGX

20.1 36.9 13.6 7.9 10.4

6 3 26 10 14 1.3 17.08 (88) — 4 2 4 1 — 1.0 17.14 (82)

21.7 38.1

16.8 13.7

Oakmark Global Select I OAKWX

Old Westbury Global Small & Mid Cap OWSMX

12.6 24.7 13.4 10.3 — 52 37 29 3 — 1.0 15.92 (84) 13.7 30.5 12.9 6.9 9.4 44 13 35 20 31 0.9 17.14 (93)

Avg Avg

Oppenheimer Global A OPPAX

19.4 25.2 9.7 10.2 12.0

Oppenheimer Global Opportunities A OPGIX

8 34 79 4 1 1.0 17.98 (74)

+Avg

Perkins Global Value T JGVAX PIMCO EqS Pathfinder D PTHDX Third Avenue Value Instl TAVFX Tweedy, Browne Value TWEBX

13.9 19.3 13.8 7.0 8.0 41 70 24 18 54 1.9 9.45 (83)

Low Low High Low Low

8.5 13.1 7.3

— — 87 92 92 — — 2.6 10.93 (87)

12.4 26.1 10.2 4.6 7.9 56 30 76 57 55 2.4 19.53 (80)

7.1

15.3 22.1 13.3 9.2

26 55 30 6 72 0.8 11.22 (87)

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

10.1 17.7 12.4 7.2 — 77 78 45 15 — 1.4 11.88 (93)

E USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

15.5 29.6 16.1 8.2 10.3 23 16 5 9 14 0.8 15.99 (90)

Avg Avg Avg

3.9

QQQ QQQ

— —

14.3 26.9 13.1

8.9 38 26 32 67 42 1.6 16.01 (92)

Vanguard Total World Stock Index Inv VTWSX

11.2 21.9 11.3 4.3 — 70 56 62 59 — 3.0 15.71 (94)

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

QQQQ

DP PJ CH

8.5 19.4 9.6 11.4 — 16 23 6 1 — 4.1 12.19 (79) 3.7 16.5 9.5 8.4 13.2 10 13 11 17 43 2.7 11.91 (75) -5.5 7.7 -1.8 3.6 14.0 68 79 91 41 1 1.5 19.13 (61) -13.0 1.8 -6.6 1.8 — 32 25 47 25 — 0.6 25.43 (42) -0.1 13.3 7.0 9.3 15.0 28 25 31 12 18 0.6 17.11 (67) 13.2 25.7 9.3 5.3 10.4 29 67 70 20 27 2.6 13.80 (85) -5.0 6.6 5.5 8.8 15.5 57 69 40 15 8 1.0 17.23 (62) 9.5 27.5 9.5 1.1 8.3 74 54 62 64 58 5.1 20.63 (96)

Low Low -Avg -Avg -Avg Low -Avg

QQQQQ

QQQ

EI [QQQ

QQQQ QQQQ

Mutual European A TEMIX T. Rowe Price New Asia PRASX

ES PJ ES

QQQ QQQ

Vanguard European Stock Index Adm VEUSX

Avg

Diversified Emerg. Mkts.

— -6.5 4.9 1.0 -0.3 12.0 — — — — — — 20.5 (77) —

Œ QQQQ

American Funds New World A NEWFX DFA Emerging Markets Value I DFEVX

1.8 12.6 5.9 2.2 12.5

8 12 7 17 47 1.3 16.17 (84)

Low High -Avg

QQQ

—

-9.4 4.7 -1.4 0.4 16.0 68 44 80 48 5 2.2 23.01 (74) -4.0 8.1 3.8 1.5 13.8 25 24 22 27 20 0.7 18.60 (75) -7.0 3.3 2.0 1.5 15.2 47 57 39 25 9 1.6 19.86 (71) -0.6 10.8 5.7 6.0 17.6 16 18 9 3 1 0.4 18.80 (77)

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

Harding Loevner Emerging Markets Advisor HLEMX 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

Avg

-Avg

-9.3 2.4 0.9 -1.1 12.5 67 64 57 69 45 0.5 19.86 (71)

Avg Avg Low

-9.9 1.8 0.6 0.4 12.7

76 69 63 50 41

3.9 20.58 (75)

-4.8 4.3 8.1 6.4 14.5 29 48 2 2 15 0.2 16.08 (62)

World Allocation

— 2.9 8.1 6.4 2.7 6.5 — — — — — — 11.3 (86) —

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

8.3 11.7 10.6 4.9 8.0 20 39 7 40 29 4.0 8.80 (82) 7.5 13.2 7.9 4.9 9.1 28 27 52 38 18 1.2 10.33 (95) 8.2 15.6 11.5 8.0 11.5 23 14 4 1 7 1.0 10.81 (95) 9.5 15.3 8.9 — — 7 15 37 — — 1.7 9.95 (94) -6.0 0.7 4.7 5.9 — 90 86 83 20 — 5.9 9.08 (55) -2.2 4.5 6.4 6.1 7.1 84 72 73 18 52 4.9 7.98 (73) -6.9 -2.2 2.8 — — 94 95 91 — — 2.0 10.04 (77)

-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

-Avg

PIMCO Global Multi-Asset D PGMDX

Avg

MSCI Europe Index

9.7 26.2 9.1 0.7 8.1 -10.2 -0.5 -1.5 -1.9 10.4

MSCI Emerging Markets Index

Legend