(PUB) Morningstar FundInvestor

38

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 12-31-13

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

— 22.5 22.5 7.6 15.0 8.1 — — — — — — 16.8 (91) —

´ Œ Œ „ Œ Œ Œ „ „ ˇ ˇ „ ´ „ Œ „ „ ´ 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 FB FB FR FR FB FB FR FB FB FB FB FG FB FB FV FB FB FQ FG FG FR FG FV FB FG FV FG FB FQ FG FV FB FB FG FG FB FA

24.1 24.1 9.8 12.8 7.4 25 25 13 24 28 1.2 17.23 (94) 20.2 20.2 7.4 13.5 8.9 46 46 40 22 12 0.9 15.61 (97) 18.1 18.1 9.1 13.8 — 65 65 13 17 — 2.5 13.91 (95) 25.2 25.2 13.3 16.6 8.9 10 10 1 5 13 1.0 17.21 (92)

Avg

QQQ

-Avg Low +Avg +Avg

QQQQ

QQQQQ

Artisan International Inv ARTIX

29.1 29.1 13.8 21.7 13.1

FR [QQQQ

Artisan International Small Cap Investor ARTJX

39 39 8 22 9 0.4 16.77 (82)

14.2 18.8 12.4

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

30.5 30.5

1 1 1 1 1 1.6 13.73 (89)

Low

QQQQ

23.9 23.9 11.2 15.2 8.1 15 15 4 9 25 0.8 17.53 (92) 14.4 14.4 7.9 14.8 10.5 93 93 78 94 47 1.3 13.02 (75) 22.3 22.3 8.5 18.8 12.3 66 66 71 59 11 2.5 15.05 (91)

+Avg Low -Avg

QQ

QQQQ QQQQ QQQQ

26.3 26.3 8.7 16.6 9.8

8 8 18 5 5 1.6 17.43 (95)

+Avg

25.2 25.2 8.8 13.3 7.4 10 10 17 27 36 0.9 16.46 (95)

Avg

35.1 35.1

QQQ QQQ

10.7 19.9 11.1 12 12 34 37 30 0.3 16.49 (88)

+Avg

21.7 21.7 8.3 11.9 7.0 28 28 23 59 46 2.4 16.39 (96) 24.9 24.9 8.9 13.3 8.0 11 11 16 27 25 1.2 16.53 (95) 11.6 11.6 6.3 11.6 9.9 95 95 68 69 4 1.9 10.37 (92) 16.8 16.8 7.9 14.3 9.9 75 75 29 13 4 2.1 17.02 (96)

Avg Avg

QQQQ QQQQ QQQQ QQQQ

First Eagle Overseas A SGOVX

Low

Harbor International Institutional HAINX Harding Loevner International Eq Inv HLMNX

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

13.6 13.6 7.0 15.0

8.5

82 82 53 31 24

0.4 15.21 (95)

FQ ]QQ

IVA International A IVIOX Janus Overseas T JAOSX

15.6 15.6 7.7 11.7 — 86 86 71 96 — 2.4 8.35 (89)

-5.4 12.5 9.6 93 93 99 43 7 3.8 24.61 (81)

QQ

12.1 12.1

QQQQ

Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX MainStay ICAP International I ICEUX

21.5 21.5 6.9 14.4 8.5 30 30 54 13 19 1.0 17.54 (95)

5.8

QQ

28.1 28.1 7.4 11.6

4 4 40 67 73 0.3 19.07 (86)

QQQQ

20.7 20.7 8.6 11.6 8.4 61 61 26 46 10 1.0 15.41 (94) 18.8 18.8 5.8 12.5 8.8 59 59 76 43 17 1.1 17.88 (93)

QQQ

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

FB [WWWW

17.9 17.9 7.3 14.9

—

67 67 44 10 — — — (—)

QQQQQ

Oakmark International I OAKIX

29.3 29.3 12.8 21.1 10.5

3 3 1 1 2 1.6 17.76 (85)

High

QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX

27.7 27.7 8.1 20.8 10.4 47 47 62 17 24 3.2 16.42 (86)

Avg

QQQQ

25.1 25.1 12.0 17.3 9.7

8 8 2 12 2 0.7 15.06 (93)

-Avg

QQQ

Scout International UMBWX

13.1 13.1 6.4 13.0 8.7 87 87 60 59 20 1.2 15.64 (94) 24.4 24.4 10.4 20.4 11.5 60 60 40 24 24 1.1 15.13 (90) 14.3 14.3 6.0 15.7 6.8 73 73 69 25 52 0.9 16.77 (95) 23.0 23.0 8.2 13.5 7.6 33 33 33 18 25 2.3 16.62 (96) 21.8 21.8 9.1 14.4 — 27 27 14 12 — 1.9 16.14 (97) 22.5 22.5 — — — 63 63 — — — 0.9 — (—) 21.1 21.1 7.6 13.4 7.9 92 92 52 94 79 1.3 15.06 (90)

Avg Avg Avg Avg Avg

QQQQ

T. Rowe Price International Discovery PRIDX

QQQ

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 Tweedy, Browne Global Value TBGVX 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 USAA International USIFX

QQQQ QQQQ

FR NR

QQQ

-Avg

15.4 15.4 4.9 11.5

QQ

8.3 66 66 82 82 27 0.8 15.75 (95)

-Avg Low

QQQQQ

19.6 19.6 10.7 16.3 8.9 70 70 8 3 8 1.2 9.62 (83) 18.0 18.0 9.1 13.6 8.5 54 54 26 51 23 0.8 16.45 (95)

QQQQ

Avg

WWW

14.5 14.5

5.2 12.6

— 87 87

82 40 — 2.7 — (—)

FQ ]QQ

17.4 17.4 4.2 — — 82 82 95 — — 2.5 17.49 (94)

+Avg

QQQ QQQ

30.2 30.2 7.2 17.3 10.0 27 27 84 70 36 2.3 16.61 (94) 23.0 23.0 8.4 15.8 8.7 18 18 35 24 21 1.4 18.00 (96) 22.2 22.2 7.8 12.5 7.8 43 43 40 27 22 1.9 17.03 (97) 22.1 22.1 8.2 12.0 7.1 24 24 25 57 41 2.6 16.53 (95)

Avg

+Avg

QQQQ

Avg Avg Avg Low Avg

QQQ

QQ

15.1 15.1 5.2 12.1 7.3

83 83 82

54 37

2.7 16.56 (98)

5.4 5.4

QQQ QQQ

Virtus Foreign Opportunities A JVIAX

8.2 11.8 8.8 98 98 37 78 14 0.7 13.86 (79)

William Blair International Growth N WBIGX

18.6 18.6 7.8 16.5 7.9 51 51 43 19 36 1.1 15.72 (94)

World Stock

— 24.7 24.7 9.9 15.1 7.2 — — — — — — 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

24.8 24.8 11.2 14.4 9.1 54 54 42 66 24 2.2 13.38 (94) 26.8 26.8 12.3 17.0 9.2 41 41 26 32 20 0.8 13.49 (92) 29.3 29.3 10.5 21.0 10.0 25 25 53 7 8 0.0 15.51 (85)

-Avg -Avg

Avg

MSCI World Index

26.7 26.7 11.5 15.0 7.0

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.