(PUB) Morningstar FundInvestor

38

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 10-31-13

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

— 19.1 25.0 8.4 14.5 8.6 — — — — — — 17.0 (91) —

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

QQQQ

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

FV FB

20.5 27.7 9.3 12.8 8.1 29 26 17 20 29 1.8 18.30 (94) 15.7 22.2 6.9 12.9 9.3 57 60 56 22 13 1.5 16.21 (97) 15.1 22.3 8.7 13.8 — 65 57 17 13 — 2.6 14.56 (95) 20.5 27.6 12.3 16.0 9.5 11 13 1 6 11 0.9 17.65 (91)

+Avg -Avg

QQQ

FB ]QQQQ FB ]QQQQQ FR ]QQQQQ

Low

Artisan International Inv ARTIX

+Avg

23.5 31.6 13.3 22.1 13.5

Artisan International Small Cap Investor ARTJX

42 31 11 19 9 0.8 16.99 (82)

Avg

15.0 18.2 13.0

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

FB FB FR FR FB FB FR FB FB FB

25.4 33.7

1 2 1 3 1 0.8 14.42 (90)

Low High Low

QQQQ

20.0 26.4 10.6 15.5 8.7 13 23 5 7 23 1.6 18.58 (92) 14.5 12.4 9.8 14.8 11.5 93 93 70 93 36 5.6 13.66 (77) 18.8 23.3 9.3 18.4 12.9 66 71 75 58 11 2.3 15.55 (92)

QQQ

QQQQ QQQQ

Avg

22.5 31.5 8.7 15.4 10.5

6 3 17 7 4 1.7 18.17 (96)

+Avg

QQQ QQQ QQQ

19.9 25.7 8.7 12.2 7.9 14 30 17 38 38 1.3 17.07 (96)

Avg Avg Avg Avg Low

31.1 36.6 11.9 19.8 11.6

7 7 34 28 35 0.5 17.13 (88)

18.9 26.6 8.4 11.8 7.7 22 20 23 45 41 2.4 17.27 (96) 20.4 27.0 9.0 12.6 8.7 11 16 13 30 22 1.4 17.23 (96) 10.8 15.5 8.2 12.8 10.7 92 93 27 26 3 1.0 10.88 (91)

QQQQ

QQQQQ

First Eagle Overseas A SGOVX

QQQQ

Harbor International Institutional HAINX Harding Loevner International Eq Inv HLMNX

FB

14.0 22.2 8.4 13.7 10.6 76 59 24 15 4 1.8 17.94 (96)

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

FG ]QQQQ

12.5 19.2 7.9 15.0

9.2

66 61 47 23 26

0.5 15.75 (95)

FQ [QQ

IVA International A IVIOX Janus Overseas T JAOSX

14.3 16.1 8.6 13.2 — 85 85 80 92 — 2.4 8.83 (90)

-5.1 10.7 10.2 86 54 97 89 5 3.0 24.89 (81)

QQ

FG FB FB FV FB

10.1 20.1

QQQQ

Litman Gregory Masters Intl Instl MSILX

19.0 28.1 7.8 12.9 9.2 21 11 35 23 16 0.4 18.10 (95)

6.1

QQQ

Longleaf Partners International LLINX MainStay ICAP International I ICEUX

24.5 32.9 7.5 12.0

2 2 41 43 81 1.4 19.55 (87)

QQQQQ

17.5 26.2 8.1 11.9 9.6 64 43 33 35 7 1.7 16.34 (94) 16.9 23.2 6.3 11.5 9.8 46 49 69 55 9 1.4 18.46 (94)

QQQ

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

WWWWW QQQQQ

— FB

15.1 20.4 8.1 14.6

—

66 75 28 9 — — — (—) 1 1 1 1 1 1.6 18.37 (86)

27.7 42.4

Oakmark International I OAKIX

FB

14.3 20.1 11.3

High

QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX

FQ

26.8 35.3 10.4 20.3 11.2 19 7 46 12 24 1.2 17.35 (87)

Avg

FG [QQQQ

20.6 26.9 12.2 16.6 10.0

7 8 2 9 6 1.0 16.17 (93)

-Avg -Avg

QQQ

Scout International UMBWX

FG FR FG

10.7 17.8 7.0 12.9 9.4 82 72 63 50 22 1.8 16.26 (95) 19.9 24.6 10.6 18.8 11.7 62 64 60 49 30 0.9 15.82 (91) 12.6 18.4 6.4 14.8 7.6 64 68 72 24 54 1.2 17.35 (96) 19.1 25.9 7.8 12.9 8.3 43 46 37 19 23 2.0 17.58 (96) 18.5 24.8 9.3 14.1 — 28 38 10 11 — 1.7 17.05 (97) 18.8 20.8 — — — 65 88 — — — 5.0 — (—) 18.0 24.9 8.6 13.3 8.7 92 85 48 94 63 0.7 15.71 (90)

QQQQ

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

Avg Avg Avg Avg

QQQ

FV ]QQQQ

QQQQ

FB

FR NR

QQQ

FA

-Avg -Avg Low Avg

11.6 16.4 4.9 10.6

FG [QQ

9.0 74 81 83 90 31 0.8 16.21 (95)

QQQQQ

Tweedy, Browne Global Value TBGVX

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

17.5 22.8 11.6 15.0 9.3 63 71 6 8 8 1.2 10.21 (84) 14.6 23.0 9.2 13.0 9.3 50 32 27 46 23 1.1 17.23 (96)

QQQQ

USAA International USIFX

Vanguard Developed Markets Index Admiral VDMAX Œ

WWW WWW

19.2 26.8 13.0 20.1

8.4 11.9 7.8

19 18

22 44 40

3.0 — (—)

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 12.5

— 82 78

75 32 — 3.0 — (—)

Q

15.2 21.3 5.8 — — 82 81 96 — — 2.9 18.38 (95)

+Avg

QQQ QQQ QQQ QQQ WWW

25.8 31.1 8.4 17.4 10.5 33 25 83 70 36 2.2 17.66 (94) 18.6 25.6 8.4 14.9 9.2 19 13 39 23 27 1.5 18.61 (96) 19.1 27.9 7.9 12.0 8.5 44 22 35 33 22 2.2 17.76 (97) 19.3 26.9 8.4 11.9 7.9 17 17 24 44 37 3.0 17.45 (96)

Avg

High

Avg Avg

13.6 20.5

5.9 12.1 8.2

79 74

78 41 32

3.1 — (—)

6.3 9.4

QQQQ

Virtus Foreign Opportunities A JVIAX

9.0 12.1 9.9 98 98 30 71 9 1.0 14.44 (81)

Low -Avg

QQQ

William Blair International Growth N WBIGX

14.4 21.1 7.6 15.5 8.2 52 48 51 20 44 2.6 16.19 (95)

World Stock

— 20.2 24.7 10.1 13.6 7.5 — — — — — — 15.0 (86) —

ΠQQQ ΠQQQQ

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

20.7 25.3 10.6 13.6 9.6 50 50 55 57 19 2.3 14.10 (94) 21.0 26.4 12.1 15.5 9.6 46 43 29 29 20 0.9 14.01 (93)

-Avg -Avg

MSCI World Index

21.9 25.8 11.9 13.3 7.4

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.