(PUB) Morningstar FundInvestor

40

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)

World Stock (cont’d)

— 24.7 24.7 9.9 15.1 7.2 — — — — — — 14.8 (86) —

24.3 24.3 14.7 23.4

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

Artisan Global Opportunities Inv ARTRX Artisan Global Value Investor ARTGX Dodge & Cox Global Stock DODWX

— 57 57 7 3 — 0.0 15.51 (82)

Avg

16.6 19.7 — 16 16 4 12 — 0.6 11.56 (83)

31.1 31.1

-Avg +Avg

33.2 33.2 12.6 19.3 — 12 12 21 13 — 1.4 15.87 (90) 31.6 31.6 13.4 17.0 8.8 15 15 15 32 31 0.3 14.11 (91) 20.0 20.0 8.8 15.8 8.3 76 76 77 47 38 0.2 13.98 (88) 24.2 24.2 10.3 18.6 — 57 57 58 16 — 0.5 15.10 (89) 27.5 27.5 14.6 17.2 9.6 36 36 7 30 14 0.4 14.58 (89) 25.3 25.3 11.3 13.1 9.8 51 51 40 83 12 1.4 11.25 (81)

Fidelity Worldwide FWWFX

Avg Avg Avg Avg Low Low

Harding Loevner Global Equity Advisor HLMGX

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

25.6 25.6 11.3 12.8

Mutual Quest A TEQIX Oakmark Global I OAKGX

8.5 50 50 39 85 35 2.5 9.65 (76)

34.1 34.1 12.5 18.2 9.5 11 11 22 18 17 2.5 15.92 (88)

+Avg

Oakmark Global Select I OAKWX

33.8 33.8 16.0 21.6 — 11 11 5 5 — 0.8 16.07 (77) 24.2 24.2 10.3 17.2 — 57 57 57 30 — 0.7 14.17 (89) 26.8 26.8 11.8 17.6 8.4 41 41 31 23 36 0.8 15.94 (91)

+Avg

Old Westbury Small & Mid Cap OWSMX

Avg

Oppenheimer Global A OPPAX

+Avg +Avg

40.7 40.7

12.1 22.8 11.0

Oppenheimer Global Opportunities A OPGIX

3 3 28 3 1 0.0 16.38 (69)

Perkins Global Value T JGVAX

21.1 21.1 11.2 15.1 6.5 71 71 41 55 71 2.2 8.71 (76)

Low

PIMCO EqS Pathfinder D PTHDX Third Avenue Value Instl TAVFX Tweedy, Browne Value TWEBX

19.1 19.1 7.8 — — 81 81 84 — — 1.3 10.61 (87)

Low High Low Low

6.3 14.6 6.8 83 83 91 60 65 3.4 17.99 (86)

18.8 18.8

6.4

22.7 22.7 11.7 14.4

64 64 34 64 73 0.9 10.44 (81)

18.8 18.8

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

11.6 13.9 — 83 83 35 72 — 1.7 10.77 (87)

USAA World Growth USAWX

27.7 27.7 14.7 17.3 9.7 35 35 7 27 13 0.7 14.57 (89)

Avg

QQQ

Vanguard Global Equity Inv VHGEX

—

27.7 27.7 11.6 16.5 7.8 36 36 34 37 46 1.5 14.67 (93) 22.8 22.8 9.8 14.8 — 64 64 66 58 — 2.0 14.28 (95)

Avg Avg

„ 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

11.3 11.3 6.8 17.2 — 67 67 12 7 — 3.9 11.98 (80) 4.8 4.8 5.9 14.9 11.1 25 25 7 50 50 2.4 11.89 (80) 6.8 6.8 -1.0 14.9 12.3 70 70 77 44 14 1.1 18.58 (74) -5.9 -5.9 -7.7 15.5 — 39 39 29 1 — 1.1 27.45 (48) 3.6 3.6 3.6 19.0 12.7 39 39 14 20 27 0.6 16.68 (75) 26.3 26.3 10.8 12.6 9.9 48 48 46 75 26 1.5 13.17 (81) -0.5 -0.5 2.6 21.4 13.3 74 74 25 10 12 0.9 16.40 (74) 24.9 24.9 10.2 13.2 7.5 61 61 62 57 57 2.8 18.52 (94) 10.0 10.0 4.2 15.1 11.0 10 10 5 30 31 1.0 15.50 (92) -3.8 -3.8 -5.1 14.9 13.0 68 68 87 34 8 2.4 21.83 (84) 4.2 4.2 1.8 15.8 12.0 19 19 15 20 15 0.8 17.94 (85) -1.1 -1.1 -0.4 15.4 12.9 46 46 27 26 8 1.6 19.17 (80) 8.4 8.4 2.4 19.9 15.0 14 14 11 4 1 0.1 17.63 (85) 0.7 0.7 -1.0 14.6 — 32 32 35 40 — 1.3 17.44 (87) -4.7 -4.7 -2.4 15.3 10.4 73 73 57 27 48 0.7 19.22 (82)

Low Low Avg

PJ ]QQQQQ CH ]QQQQ

EI

NR

QQQQ QQQQ QQQQ

PJ

-Avg

Œ

Mutual European A TEMIX T. Rowe Price New Asia PRASX

ES PJ ES

Low -Avg

´

Œ

QQQ

Vanguard European Stock Index Adm VEUSX

Avg

Diversified Emerg. Mkts.

— -0.7 -0.7 -1.9 14.2 9.9 — — — — — — 19.2 (83) —

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

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

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

-5.0 -5.0 -2.8 14.0 10.6

77 77 64 52 42

2.8 19.65 (85)

-6.6 -6.6 2.7 15.4 11.9 89 89 10 25 16 0.9 16.26 (66)

World Allocation

— 8.5 8.5 4.8 9.7 5.7 — — — — — — 10.7 (90) —

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

14.9 14.9 9.7 11.6 7.3 36 36 12 51 30 3.4 8.20 (81) 14.4 14.4 6.6 10.1 8.2 40 40 57 85 17 1.2 9.70 (96) 15.5 15.5 9.0 13.4 10.3 31 31 21 21 9 1.2 9.60 (94) 16.9 16.9 6.8 12.0 — 18 18 53 45 — 1.1 9.01 (92) 0.3 0.3 5.6 10.3 6.2 83 83 74 80 61 4.2 8.07 (81)

-Avg

Avg Avg

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

-Avg -Avg

MSCI Europe Index

25.2 25.2 9.9 13.4 7.3 -5.0 -5.0 -4.5 12.1 8.5

MSCI Emerging Markets 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