(PUB) Morningstar FundInvestor

38

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 04-30-14

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)

Foreign Stock

— 1.6 14.3 5.4 15.4 7.9 — — — — — — 16.6 (91) —

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

QQQQ

American Beacon Intl Equity Inv AAIPX American Funds EuroPacific Gr A AEPGX American Funds Intl Gr And Inc A IGAAX Artisan International Investor ARTIX Artisan International Small Cap Investor ARTJX 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 Spartan International Idx Inv FSIIX Fidelity Diversified International FDIVX Fidelity International Discovery FIGRX

FV FB

0.9 17.5 6.1 14.2 7.2 76 22 25 21 34 1.2 17.28 (95) 0.4 13.4 4.5 13.3 8.7 63 28 43 47 14 0.9 15.89 (97) 3.8 14.0 7.0 14.6 — 6 20 10 15 — 3.2 14.15 (95) -1.6 12.7 8.7 16.2 8.6 89 38 4 5 17 1.0 17.40 (91)

Avg

QQQ

-Avg Low +Avg +Avg

FB ]QQQQ

QQQQQ

FB FR FB FB FR FR FB

0.4 17.7 10.9 20.8 12.8

QQQQ

66 19 6 25 9 0.4 17.21 (83)

1.0 20.5 11.7 19.5 11.6 43 2 1 2 1 1.6 13.91 (89) 0.9 18.7 7.0 15.9 7.5 48 4 10 6 31 0.8 17.50 (93)

QQQQQ

Low

QQQQ

+Avg

QQQ

4.2 11.9 6.4 16.9 10.5

7 64 67 87 33 1.2 13.08 (75)

Low Avg

QQQQ QQQQ

1.0 11.7 6.4 18.2 11.9 53 68 69 69 11 2.4 15.25 (92)

4.0 21.8 7.2 16.9 9.7

4 1 9 4 7 1.6 17.64 (96)

+Avg

QQQ

FB

2.2 13.5 5.7 13.8 7.0 21 27 19 29 40 3.0 16.43 (97) -0.4 14.0 5.6 13.7 7.0 82 20 20 32 41 0.9 16.68 (95) -1.9 11.0 5.3 13.9 7.6 92 58 26 27 29 1.2 16.65 (95)

Avg Avg Avg Low

FB [QQQ

QQQQ QQQQ QQQQ

FB FB FB

First Eagle Overseas A SGOVX

3.7 8.9 5.6 13.3 9.9

7 81 21 44 4 1.9 10.40 (91)

Harbor International Institutional HAINX

3.4 14.3 5.2 16.0 10.3 10 17 28 6 1 2.0 17.18 (96)

+Avg

FG ]QQQQ

Harding Loevner International Eq Inv HLMNX

0.4 8.6 4.0 15.3

8.5

50 67 52 34 21

0.4 15.84 (94)

Avg Low High +Avg High -Avg +Avg

QQ

IVA International A IVIOX Janus Overseas T JAOSX

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

1.6 8.6 5.9 12.7 — 72 97 71 96 — 2.3 8.30 (88)

-6.7 7.1

Q

-3.6 4.5

8.9 96 98 99 99 13 4.0 24.98 (82)

QQQQ

Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX

0.5 11.7 3.7 13.6 8.6 58 50 63 35 17 1.0 17.76 (95)

5.6

QQQ

3.2 20.0 6.8 12.9

11 2 12 57 76 0.3 19.20 (87)

QQQQ

MainStay ICAP International I ICEUX

1.6 13.8 5.1 12.8 8.4 62 49 41 53 10 1.0 15.42 (95) 3.0 15.1 2.9 12.8 8.6 12 12 76 60 16 1.1 17.96 (94)

QQQ

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

WWWW

0.9 12.0

3.8 15.3

— 45 48

60 9 — 0.8 — (—)

QQQQQ

Oakmark International I OAKIX

1.8 18.2 10.7 19.7 10.5 32 6 1 2 1 1.6 17.67 (87) 3.8 21.4 7.5 19.8 10.2 35 21 34 22 24 3.1 16.61 (87) 1.6 17.2 8.9 17.3 9.9 23 8 1 7 1 0.7 15.52 (93) 0.5 7.6 3.4 13.8 8.6 47 74 58 59 19 1.2 15.72 (95) 2.3 16.6 8.4 19.7 11.0 29 28 35 41 21 1.1 15.08 (90) 1.7 10.8 3.9 15.3 7.0 20 45 53 35 47 0.9 17.09 (96) 3.5 17.0 5.5 14.9 7.8 26 25 34 17 22 2.2 16.50 (97) 0.9 13.9 5.8 15.1 — 47 23 18 11 — 1.9 16.17 (97) -0.8 12.0 -0.2 — — 81 63 99 — — 0.9 22.02 (81) -1.6 9.4 3.6 12.5 7.5 98 94 64 100 79 1.3 15.15 (92) -4.8 4.0 0.0 10.7 7.7 90 90 96 85 38 0.7 16.03 (94) 3.0 12.1 9.8 17.0 8.2 33 71 4 1 13 1.1 9.79 (84) 0.7 12.9 5.7 15.0 8.3 44 28 33 40 24 0.8 16.64 (95) 2.0 13.3 5.6 13.7 7.1 27 31 21 31 37 3.2 16.54 (97)

High

FQ ]QQQQ

Oakmark International Small Cap I OAKEX

Avg

FG ]QQQQQ

Oppenheimer International Growth A OIGAX

Avg

QQQ

Scout International UMBWX

-Avg -Avg +Avg

QQQQ

T. Rowe Price International Discovery PRIDX T. Rowe Price International Stock Fd PRITX

QQQ

QQQQ QQQQ

T. Rowe Price Intl Gr & Inc TRIGX

Avg

T. Rowe Price Overseas Stock TROSX TCW International Small Cap I TGICX Third Avenue International Value Instl TAVIX Thornburg International Value A TGVAX Tweedy, Browne Global Value TBGVX

Avg

Q

High -Avg -Avg Low

QQ QQ

QQQQQ

QQQ QQQ WWW

USAA International USIFX

Avg Avg

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

1.8 9.9

3.0 13.2

— 30 71

76 50 — 3.2 — (—)

QQ

4.6 14.7 3.2 16.6 — 19 77 95 77 — 2.4 17.69 (94)

+Avg

3.7 22.3

QQQ QQQ

Vanguard International Explorer Inv VINEX

5.9 17.3 9.5 41 12 69 69 36 2.2 16.81 (93)

Avg

Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX

FG

-0.4 15.6 5.0 15.5 8.4 57 14 42 28 23 1.5 18.29 (96) 0.8 15.0 5.6 13.3 7.8 77 38 32 42 24 1.9 17.22 (98)

+Avg

FV ]QQQQ

Avg Avg Low Avg

QQ

FB FG FG

2.1 10.3 3.1 13.0 7.4

24 65 74

56 33

3.1 16.80 (98)

5.1

2.2

QQQQ QQQQ

Virtus Foreign Opportunities A JVIAX

7.0 15.0 9.0

2 96 12 39 13 0.6 13.67 (85)

William Blair International Growth N WBIGX

-1.1 8.8 5.7 15.9 7.7 71 65 33 22 37 1.1 16.00 (95)

World Stock

— 1.6 15.7 7.4 15.4 7.2 — — — — — — 14.8 (86) —

Œ QQQ Œ QQQQ ´ [QQQ

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

2.8 16.3 9.0 15.4 9.3 33 43 36 62 17 2.2 13.57 (94) 0.0 16.3 9.3 16.6 9.3 76 43 29 41 18 0.8 13.94 (91) -1.7 14.4 7.4 18.7 9.4 87 63 64 11 16 0.0 15.88 (83)

-Avg -Avg

Avg

MSCI World Index MSCI EAFE NR USD

2.3 16.6 9.1 16.0 7.2 2.1 13.4 5.7 13.6 6.9

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.