(PUB) Morningstar FundInvestor

38

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 11-30-13

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

— 20.0 24.2 9.8 16.1 8.5 — — — — — — 16.8 (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 FB FB FR FB FB

22.0 27.0 12.2 14.2 8.0 26 27 13 21 28 1.8 17.76 (94) 18.0 21.2 9.1 14.7 9.4 46 56 48 19 13 1.4 15.98 (97) 15.5 19.0 10.5 14.7 — 69 72 18 19 — 2.6 14.24 (95) 22.6 25.7 14.6 17.9 9.4 10 16 1 5 13 1.9 17.38 (91)

Avg

QQQ

-Avg Low +Avg

QQQQ

QQQQQ QQQQQ QQQQQ

Artisan International Inv ARTIX

24.5 30.6 14.4 23.5 13.4

Artisan International Small Cap Investor ARTJX

48 31 20 20 9 1.3 16.88 (82)

Avg

16.4 19.4 12.9

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

27.9 31.9

1 2 1 3 1 2.4 14.31 (90)

Low

QQQQ

21.8 26.2 13.6 17.0 8.6 13 12 3 7 25 1.6 18.07 (92) 12.9 12.5 10.1 16.6 11.1 93 93 77 93 47 5.6 13.62 (76) 19.5 22.5 10.2 20.3 12.7 65 66 76 51 11 2.3 15.47 (92)

+Avg

FR [QQ

Low Avg

QQQQ QQQQ

FR FB

24.2 31.2 10.9 17.6 10.4

6 3 13 6 5 1.7 17.91 (96)

+Avg

FB ]QQQQ

22.1 25.0 10.6 14.5 7.8 11 21 17 24 38 1.2 16.90 (96)

Avg

32.4 38.1

QQQ QQQ

FR FB FB

13.0 21.2 11.6

7 7 36 30 28 0.5 17.04 (88)

+Avg

19.7 24.5 10.5 13.4 7.6 26 25 18 49 45 2.4 16.92 (96) 21.8 25.5 10.8 14.3 8.6 12 17 14 27 25 1.4 17.02 (96) 10.9 14.7 8.2 12.9 10.3 94 94 69 61 5 1.0 10.87 (92)

Avg Avg Low

QQQQ

FB [QQQQ

First Eagle Overseas A SGOVX

QQQQ QQQQ

Harbor International Institutional HAINX Harding Loevner International Eq Inv HLMNX

FB FG

14.4 18.3 10.2 15.4 10.5 78 79 24 13 4 1.8 17.65 (96)

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

11.9 15.2 8.8 16.5

9.1

80 76 54 25 24

0.5 15.62 (95)

FQ [Q

IVA International A IVIOX Janus Overseas T JAOSX

14.3 15.1 9.1 13.1 — 86 86 85 96 — 2.4 8.75 (89)

-3.5 14.1 10.4 90 43 99 31 4 2.9 24.86 (81)

QQ

FB FB

12.3 22.5

QQQQ

Litman Gregory Masters Intl Instl MSILX

19.8 26.6 9.0 15.5 9.0 24 10 50 13 19 0.4 17.98 (95)

5.9

FB [QQ

Longleaf Partners International LLINX MainStay ICAP International I ICEUX

25.0 32.0 8.9 13.1

5 1 52 58 84 1.4 19.39 (87)

FV [QQQQ

18.2 23.0 10.5 12.9 9.1 67 65 32 44 9 1.7 15.87 (94) 17.6 21.5 7.9 13.2 9.5 50 53 74 53 12 1.4 18.28 (93)

QQQ

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

FB

WWWWW QQQQQ

— FB

15.5 19.9 9.6 15.6

—

70 67 35 12 — — — (—) 1 1 1 1 2 1.6 18.22 (86)

Oakmark International I OAKIX

FB

28.4 36.5 15.6 21.8 11.1

High

QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX

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

26.8 32.8 11.3 22.1 11.1 37 14 56 12 24 1.2 17.24 (87) 21.3 24.5 14.2 18.1 10.0 10 13 2 13 2 1.0 15.80 (94) 11.8 15.2 8.4 13.9 9.2 82 76 57 67 20 1.8 16.10 (95) 21.6 25.3 12.4 21.0 11.9 61 60 43 33 24 0.9 15.62 (90) 12.4 16.1 7.7 17.1 7.3 76 71 68 22 52 1.2 17.15 (96) 20.5 25.3 10.3 14.8 8.2 37 38 35 17 25 2.0 17.17 (96) 19.4 23.7 11.3 15.8 — 29 32 11 11 — 1.7 16.72 (97) 18.1 21.8 — — — 70 73 — — — 5.0 — (—) 18.6 24.7 9.6 14.4 8.4 89 72 52 94 73 0.7 15.61 (90)

Avg

QQQQ

-Avg

QQQ

Scout International UMBWX

Avg Avg Avg Avg Avg

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

QQQ

QQQQ QQQQ

FR NR

QQQ

-Avg -Avg

14.1 17.1 6.7 12.1

QQ

8.9 64 66 82 83 26 0.8 16.12 (95)

QQQQQ

Tweedy, Browne Global Value TBGVX

18.4 20.4 12.6 16.6 9.1 64 77 10 5 8 1.2 10.08 (84) 16.3 21.6 11.4 15.2 9.2 48 39 19 41 21 1.1 16.94 (95)

Low

QQQQ

USAA International USIFX

+Avg

WWW

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

13.2 18.1

7.6 14.1

— 84 81

78 31 — 3.0 — (—)

Q

14.9 19.9 6.7 — — 83 82 96 — — 2.9 18.28 (95) 26.8 31.4 9.8 18.8 10.3 36 37 77 67 36 2.2 17.50 (94) 20.1 24.7 10.3 17.1 9.1 20 12 33 21 22 1.5 18.42 (96) 19.8 25.4 9.8 13.6 8.3 46 37 47 31 22 2.2 17.49 (97) 20.2 24.8 10.5 13.4 7.7 21 23 18 46 40 3.0 17.10 (96)

+Avg

QQQ QQQ

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

FG

High Avg Avg Avg Low

FV ]QQQQ

QQQ

FB

FB [QQ FG [QQQ

13.7 18.5 7.5 13.5 7.9

82 77 79

44 35

3.1 17.15 (98)

4.4 4.6

Virtus Foreign Opportunities A JVIAX

10.0 12.8 9.5 98 98 35 78 10 1.0 14.20 (80)

QQQ

William Blair International Growth N WBIGX

FG

15.8 19.5 9.2 17.2 8.3 54 52 47 19 37 2.6 16.03 (95)

Avg

World Stock

— 22.1 25.1 11.5 15.7 7.5 — — — — — — 14.8 (86) —

Œ QQQ Œ QQQQ ´ QQQQ

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

22.4 24.8 12.8 15.1 9.5 52 54 43 63 22 2.3 13.73 (95) 24.3 26.8 14.0 17.8 9.6 39 43 22 29 18 0.9 13.90 (92) 27.3 31.1 12.3 22.1 10.2 20 19 52 6 9 1.1 15.84 (86)

-Avg -Avg

Avg

MSCI World Index

24.1 26.4 13.4 15.3 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.