(PUB) Morningstar FundInvestor

40

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 01-31-14

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)

World Stock (cont’d)

— -3.4 15.2 8.3 16.2 6.6 — — — — — — 14.8 (86) —

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

American Funds SMALLCAP World A SMCWX Artisan Global Opportunities Inv ARTRX

-1.5 21.2 10.3 22.3 9.4 10 17 30 7 7 0.0 15.53 (85) -3.0 16.4 12.6 24.1 — 30 41 8 4 — 0.0 15.68 (83) 14.9 21.1 — 52 19 4 13 — 0.6 11.90 (83) -3.5 22.0 10.4 21.5 — 49 14 29 10 — 1.4 16.06 (90) -1.8 23.7 12.2 19.0 8.4 12 11 11 20 27 0.3 14.21 (91) -3.6 20.8 -4.4 10.2 7.1 16.6 7.7 79 82 75 52 39 0.2 14.29 (89) -2.6 16.9 8.9 19.5 — 22 36 54 16 — 0.5 15.24 (89) -4.8 14.9 12.5 18.5 8.9 89 54 9 25 17 0.4 14.98 (89) -2.8 15.4 9.6 12.7 9.3 26 50 41 92 8 1.4 11.44 (82) -3.1 21.5 10.8 19.1 8.8 33 16 25 18 18 2.5 16.09 (88) -3.9 20.1 12.9 22.5 — 62 22 7 5 — 0.8 16.25 (78) -3.0 15.4 9.1 17.1 — 32 50 50 46 — 0.8 14.35 (89) -3.7 14.8 9.5 18.8 7.7 57 55 44 21 38 0.8 16.14 (92) -2.2 17.5 10.0 12.7 8.2 16 33 35 92 30 2.6 9.81 (77)

Avg Avg

Artisan Global Value Investor ARTGX Dodge & Cox Global Stock DODWX

-Avg +Avg

Fidelity Worldwide FWWFX

Avg

Harding Loevner Global Equity Advisor HLMGX

Avg Avg Avg Low Low

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

Mutual Quest A TEQIX

Oakmark Global I OAKGX

+Avg +Avg

Oakmark Global Select I OAKWX

Old Westbury Small & Mid Cap OWSMX

Avg

Oppenheimer Global A OPPAX

+Avg +Avg Low Low High Low Low

0.3 35.3

12.7 24.6 10.4

Oppenheimer Global Opportunities A OPGIX

1 2 8 3 1 0.0 16.33 (68)

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

-2.3 13.3 10.0 15.9 6.0 17 64 34 59 69 2.2 8.91 (77) -4.4 10.2 6.2 — — 78 82 83 — — 1.3 11.00 (87) -3.6 9.3 4.6 15.1 6.0 52 86 90 72 68 3.5 18.15 (86)

5.8

-3.7 12.6 9.8 15.3

55 68 38 67 73 0.9 10.77 (81)

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

-4.3 9.3 9.0 14.8 — 77 86 50 76 — 1.8 11.15 (87)

-4.8 15.1 12.5 18.6 9.0 90 53 9 23 16 0.7 14.98 (89) -3.6 17.3 9.7 18.2 7.1 52 34 40 28 49 1.6 14.90 (93) -4.0 13.1 7.9 16.3 — 66 65 68 53 — 2.0 14.54 (96)

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

Avg Avg Avg

QQQ

—

„ QQQ

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

QQQQ

DP

-5.2 2.7 5.4 17.7 — 70 73 15 7 — 4.1 12.39 (81) -4.2 -1.2 4.9 14.7 10.3 44 26 12 77 46 2.5 12.17 (82) -7.0 -3.8 -3.5 15.1 11.0 96 77 87 62 23 1.1 19.01 (75) -4.3 -11.6 -5.2 16.9 — 9 10 40 1 — 1.2 26.73 (52) -4.2 -2.8 3.7 20.2 11.6 43 43 18 23 35 0.7 16.65 (78)

Low Low Avg

PJ [QQQQ CH [QQQ

EI

NR

QQQQ QQQQ QQQQ

PJ

-Avg

Œ

Mutual European A TEMIX T. Rowe Price New Asia PRASX

ES PJ ES

-1.2 20.2 9.0 13.2 9.7

8 30 39 86 20 1.6 13.12 (81)

Low -Avg

´

-4.7 -5.8 2.1 21.9 12.2 53 67 31 18 12 1.0 16.54 (76) -4.0 14.1 7.4 15.6 7.0 70 67 66 50 54 2.9 18.67 (94)

Œ

QQQ

Vanguard European Stock Index Adm VEUSX

Avg

Diversified Emerg. Mkts.

— -6.3 -8.5 -3.0 14.6 8.9 — — — — — — 19.2 (83) —

Œ QQQQ „ QQQ „ QQQQ „ QQQQ „ QQQQQ ´ ]QQQQ ´ QQQ ´ QQQ „ QQQQ „ QQQ Œ QQQ „ QQQQ „ QQQ Œ QQQ

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

-4.6 3.0 3.5 15.6 10.3 10 7 6 31 26 1.0 15.67 (94) -7.0 -11.9 -6.4 15.4 11.9 60 69 88 34 8 2.5 22.12 (85) -7.2 -4.7 0.9 16.3 10.9 68 21 15 20 16 0.9 18.22 (88) -8.1 -9.8 -1.3 15.7 11.6 95 52 26 28 9 1.7 19.49 (83) -7.9 -2.8 1.4 19.6 14.0 91 16 13 5 1 0.1 17.97 (89) -5.2 -6.6 -1.9 15.8 — 19 29 30 26 — 1.3 17.65 (89) -7.9 -12.5 -4.0 15.8 9.1 92 75 60 27 59 0.8 19.66 (84)

Low High -Avg

Harding Loevner Emerging Markets Advisor HLEMX Lazard Emerging Markets Equity Open LZOEX Oppenheimer Developing Markets A ODMAX Parametric Emerging Markets Investor EAEMX T. Rowe Price Emerging Markets Stock PRMSX Vanguard Emerging Mkts Stock Idx Adm VEMAX Virtus Emerging Markets Opportunities A HEMZX

Avg

-Avg

-Avg Avg Avg Low

-7.2 -12.5 -4.3 14.2

9.4

71 74 66 54 44

3.0 20.03 (86)

-6.1 -13.4 3.2 15.3 10.8 34 87 8 35 17 0.9 16.06 (73)

World Allocation

— -2.0 3.9 3.9 10.5 5.4 — — — — — — 10.7 (90) —

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

-3.1 8.3 8.5 12.4 6.9 78 38 11 54 31 3.5 8.51 (81) -2.0 9.1 5.6 10.6 7.8 45 30 55 85 17 1.2 9.81 (96) -1.6 11.2 8.3 14.3 10.0 30 16 13 18 9 1.2 9.69 (94) -1.2 11.0 6.2 12.7 — 22 18 45 46 — 1.1 9.06 (92) -1.2 -1.9 5.0 10.8 5.9 25 84 66 84 58 4.3 8.13 (82)

-Avg

Avg Avg

First Eagle Global A SGENX IVA Worldwide A IVWAX PIMCO All Asset D PASDX

-Avg -Avg

MSCI Europe Index

-3.9 13.8 7.1 15.1 6.7 -6.6 -12.4 -5.8 12.1 7.4 -3.7 16.1 9.3 16.3 6.4

MSCI Emerging Markets Index

MSCI World Index

Legend

Categories CH China Region DP Diversified Pacific/Asia Stock

FA Foreign–Small/Mid Value FB Foreign–Large Blend FG Foreign–Large Growth FR Foreign–Small/Mid Growth

FV Foreign–Large Value JS Japan Stock LS Latin America Stock PJ Pacific/Asia ex-Japan Stock

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.

EI India Equity ES Europe Stock