(PUB) Morningstar FundInvestor

38

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 09-30-13

Total Return % Category Rank

12- Mo Yld %

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

Morningstar 500 International Equity

YTD 1 Yr

3 Yr

5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

(R²)

Foreign Stock

— 15.4 22.1 8.6 8.1 9.0 — — — — — — 17.6 (90) —

´ Œ Œ „ Œ Œ Œ „ „ Œ ˇ ˇ „ ´ „ Œ „ „ ´

QQQQ

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

FV

16.2 24.3 9.5 6.9 8.3 29 29 16 16 25 1.9 18.33 (96) 11.6 17.9 6.7 7.2 9.6 64 70 65 21 12 1.5 16.18 (95) 11.6 19.7 9.1 — — 65 54 15 — — 2.7 14.63 (95) 16.6 23.1 13.0 9.4 9.7 10 23 1 6 11 1.0 17.77 (89)

+Avg -Avg

FB [QQQ

QQQ

FB FB FR FB FB FR FR FB FB FR FB FB FB

Low

QQQQ QQQQ

Artisan International Inv ARTIX

+Avg

17.9 28.5 12.9 14.3 13.8

Artisan International Small Cap Investor ARTJX

60 31 32 20 9 0.9 16.91 (73)

Avg

15.5 13.2 13.3

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 Small Cap FISMX Fidelity Spartan International Index Inv FSIIX Fidelity® International Discovery FIGRX

21.8 30.7

1 3 1 2 1 0.8 14.50 (91)

Low High Low -Avg +Avg

QQQQ

16.4 24.1 11.4 8.9 8.9 10 16 3 9 21 1.6 18.70 (94) 12.3 10.6 10.0 9.2 12.1 91 97 77 85 40 5.7 13.68 (73) 15.3 20.2 9.4 11.7 13.4 66 72 84 59 11 2.4 15.56 (87)

QQQ

QQQQ QQQQ

17.2 27.8 8.8 8.1 10.6

7 3 20 13 6 1.8 18.18 (96)

QQQ QQQ QQQ

15.6 21.4 8.8 5.7 8.0 18 39 19 53 38 1.3 17.09 (95)

Avg

28.0 33.3 12.8 12.6 12.2

7 12 34 35 34 0.5 17.24 (88)

+Avg

15.1 23.8 8.6 6.1 8.0 23 17 25 41 39 2.5 17.30 (99) 16.1 23.0 9.3 6.8 8.9 13 24 14 26 21 1.4 17.26 (96) 8.5 12.6 8.3 9.3 10.8 88 92 30 6 4 1.1 10.90 (88)

Avg Avg Low

QQQQ

QQQQQ

First Eagle Overseas A SGOVX

QQQQ

Harbor International Instl HAINX

FB

11.5 20.2 9.1 7.8 11.2 66 49 15 15 3 1.8 18.04 (93)

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

FG [QQQ FQ ]QQQQ

Harding Loevner International Eq Inv HLMNX

8.7 15.8 7.8 8.4

9.4

77 67 55 31 32

0.5 15.74 (92)

IVA International A IVIOX Janus Overseas T JAOSX

11.7 14.1 8.6 11.4 — 81 83 80 40 — 2.5 8.84 (90)

-5.8 3.8 10.5 95 87 97 97 10 3.1 24.74 (74)

QQ

FG FB FB FV

4.0 13.2

Œ

QQQQ

Litman Gregory Masters Intl Instl MSILX

16.4 26.6 8.2 7.1 9.7 10 6 34 22 11 0.4 18.14 (92)

6.2

´ „

QQQ

Longleaf Partners International LLINX MainStay ICAP International I ICEUX

19.9 29.8 7.6 5.8

3 3 44 49 84 1.4 19.55 (87)

QQQQQ

13.3 22.0 8.3 6.3 9.7 67 53 30 22 7 1.8 16.39 (95) 13.7 20.3 6.5 5.4 9.9 42 48 70 58 9 1.4 18.48 (93)

Œ

FB [QQQ

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

— FB ]WWWWW

13.1 17.9 8.7 8.3

—

48 70 21 12 — — — (—) 1 1 1 1 1 1.7 18.35 (90)

23.7 40.8

13.9 14.4 11.6

Œ

QQQQQ

Oakmark International I OAKIX

FB

High

´ „ „

QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX

FQ FG FG

23.7 34.4 10.7 12.6 11.9 13 7 46 14 24 1.2 17.39 (87)

Avg

QQQQQ

18.0 25.6 12.5 11.0 11.0

6 8 3 2 2 1.0 16.20 (93)

-Avg -Avg

QQQ

Scout International UMBWX

8.7 16.4 7.5 7.2 9.7 78 57 61 53 22 1.8 16.31 (93) 16.5 22.8 11.2 12.1 12.4 64 61 65 48 25 0.9 15.91 (87) 9.4 15.5 6.9 8.0 7.8 72 71 70 40 62 1.2 17.44 (91) 15.1 22.3 8.2 6.6 8.5 41 48 32 19 23 2.1 17.66 (97) 14.1 21.1 9.3 7.6 — 36 41 13 17 — 1.8 17.06 (97) 11.1 11.5 — — — 94 94 — — — 5.3 — (—) 14.7 21.2 9.3 7.2 9.1 87 85 39 96 73 0.8 15.84 (87) 10.7 16.5 6.1 5.9 9.5 57 55 78 72 29 0.8 16.36 (94) 14.2 19.9 11.5 10.8 9.5 53 70 6 2 8 1.2 10.20 (87) 11.9 21.3 9.7 8.3 9.6 48 28 25 35 26 1.1 17.31 (95)

QQQQ

T. Rowe Price International Discovery PRIDX T. Rowe Price International Stock Fd PRITX T. Rowe Price Intl Gr & Inc TRIGX E T. Rowe Price Overseas Stock TROSX TCW International Small Cap I TGICX Third Avenue International Value Instl TAVIX Thornburg International Value A TGVAX

— FR

Avg Avg Avg Avg

„

QQQ

FG

ˇ ´ ´ ´ „ „ ´ Œ „ ˇ „ ´ Œ Œ „ ´

FV [QQQ

QQQQ

FB

FR NR

QQQ QQQ

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

-Avg -Avg Low Avg

QQQQQ

Tweedy, Browne Global Value TBGVX

QQQQ

USAA International USIFX

Vanguard Developed Markets Index Admiral VDMAX Œ

WWW WWW

15.5 24.2 9.2 16.9

8.6 6.1 8.1

19 15

23 40 36

3.1 — (—)

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

6.0 6.1

— 85 78

77 41 — 3.1 — (—)

Q

11.5 17.3 6.1 — — 86 81 96 — — 3.0 18.45 (89)

+Avg

QQQ QQQ QQQ QQQ WWW

20.9 27.6 8.3 10.2 10.6 36 30 90 71 36 2.3 17.64 (91) 14.6 22.4 8.4 8.3 9.4 27 22 46 33 31 1.6 18.60 (91) 14.2 23.7 7.7 6.0 8.9 54 36 42 28 21 2.3 17.72 (97) 15.6 24.4 8.6 6.2 8.2 17 14 25 39 34 3.1 17.48 (99)

Avg

+Avg

Avg Avg

9.8 17.1

5.9 5.9 8.5

82 76

79 46 31

3.2 — (—)

3.8 7.4

QQQQ

Virtus Foreign Opportunities A JVIAX

8.6 7.1 10.1 97 96 43 56 17 1.0 14.41 (76)

Low -Avg

QQQ

William Blair International Growth N WBIGX

10.6 17.9 7.9 8.0 8.6 59 46 52 41 44 2.7 16.23 (91)

World Stock

— 16.1 20.1 10.3 8.1 7.8 — — — — — — 15.7 (85) —

ΠQQQ ΠQQQQ

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

15.9 20.6 10.3 8.0 9.8 55 49 61 63 23 2.4 14.05 (95) 16.8 21.7 12.4 10.1 9.9 46 41 29 25 21 0.9 14.07 (91)

-Avg -Avg

MSCI World Index

17.3 20.2 11.8 7.8 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.