(PUB) Morningstar FundInvestor

38

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 01-31-14

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

— -3.5 13.7 6.2 16.3 7.4 — — — — — — 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

-4.6 14.2 6.7 14.6 6.6 73 27 18 23 30 1.2 17.41 (95) -4.1 11.1 5.7 14.7 8.2 28 35 29 26 13 1.0 15.85 (97) -4.2 9.7 7.4 14.8 — 32 53 10 23 — 2.6 14.20 (95) -5.1 13.4 10.7 18.3 8.0 74 17 1 5 16 1.0 17.58 (92)

Avg

FB ]QQQQ

-Avg Low +Avg +Avg

QQQQ

FB FB

QQQQQ

Artisan International Inv ARTIX

13.5 24.2 12.5

FR ]QQQQQ

Artisan International Small Cap Investor ARTJX

-2.1 21.5

38 40 10 20 9 0.4 16.81 (83)

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

-3.1 20.6 12.7 20.3 11.5

7 1 1 3 1 1.7 13.95 (90)

Low

QQQQ

-4.3 15.5 7.9 17.4 7.1 39 10 8 5 29 0.9 17.65 (93) -1.8 12.4 7.0 16.0 10.1 29 76 78 96 36 1.3 13.10 (75) -3.8 13.4 7.4 19.8 11.5 66 67 74 62 11 2.5 15.26 (92) -4.3 15.1 6.9 18.6 9.0 40 12 15 4 6 1.7 17.68 (96) -4.5 15.4 6.8 14.7 6.7 46 11 16 27 35 0.9 16.74 (95)

+Avg

FR ]QQQ

Low Avg

QQQQ QQQQ QQQQ

FR

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

+Avg

Avg

-2.8 26.6

QQQ QQQ

9.3 20.9 10.3 41 7 40 37 31 0.4 16.64 (88)

+Avg

-4.5 11.5 5.8 14.0 6.3 45 28 27 41 44 2.5 16.64 (96) -5.0 14.7 7.0 14.7 7.2 71 13 15 24 27 1.2 16.86 (95)

Avg

QQQQ QQQQ QQQQ QQQQ

+Avg

First Eagle Overseas A SGOVX

-1.2 8.3 6.0 12.4 9.6

1 68 23 78 3 2.0 10.41 (92)

Low

Harbor International Institutional HAINX Harding Loevner International Eq Inv HLMNX

-4.9 7.9 5.6 16.3 9.2 68 71 34 10 4 2.2 17.33 (96)

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

-7.0

4.1 4.2 16.1

7.6

100 82 68 27 26

0.5 15.84 (94)

-0.9 11.5 7.2 12.7 — 13 82 63 96 — 2.4 8.40 (89)

QQ QQ

IVA International A IVIOX Janus Overseas T JAOSX

-7.8 11.3

-6.2 0.4

8.6 98 97 99 90 9 4.1 24.84 (82)

QQQQ

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

-4.0 11.2 4.6 15.6 7.6 26 34 58 14 20 1.1 17.71 (95)

5.6

QQ

-2.1 16.1 5.9 12.4

2 8 27 79 63 0.3 19.12 (86)

QQQQ

-4.0 11.8 5.6 13.0 7.7 42 47 33 51 11 1.1 15.49 (95) -4.4 8.1 3.4 13.3 7.9 44 70 78 60 18 1.2 18.08 (94)

QQQ

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

WWWW

-4.8 9.2

5.6 15.4

— 63 58

33 15 — 0.9 — (—)

QQQQQ

Oakmark International I OAKIX

-3.5 16.8 10.5 22.6 9.8 12 6 1 1 2 1.7 17.93 (86) -2.6 18.4 6.9 22.9 9.6 46 67 70 10 24 3.3 16.53 (86) -5.5 13.7 9.6 18.2 8.7 68 11 6 12 2 0.8 15.53 (93) -5.0 4.7 4.0 14.3 8.1 47 77 70 56 15 1.2 15.95 (95) -1.6 18.3 10.1 21.9 11.0 17 59 34 26 24 1.1 15.17 (90) -5.2 5.0 4.1 16.7 6.1 52 75 69 21 54 1.0 17.09 (96) -3.2 14.0 6.0 15.7 7.1 21 27 28 12 20 2.3 16.72 (96) -4.2 12.5 6.7 16.0 — 36 21 17 11 — 2.0 16.38 (97) -1.4 13.9 — — — 15 64 — — — 0.9 — (—) -4.3 11.4 4.5 14.1 7.3 98 96 63 94 79 1.3 15.15 (92) -6.5 3.0 2.3 12.2 7.4 95 90 87 86 31 0.8 16.26 (94) -2.8 11.1 9.5 16.6 8.0 13 56 6 6 8 1.2 9.85 (83) -5.7 7.7 6.6 15.0 7.7 82 62 38 47 24 0.8 16.88 (95)

High

QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX

Avg

QQQQ

-Avg -Avg

QQQ

Scout International UMBWX

QQQQ

T. Rowe Price International Discovery PRIDX

Avg

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

Avg Avg Avg

QQQQ QQQQ

FR NR FA [QQ

-Avg

QQ

FG FV

Avg Low Avg

QQQQQ

FG [QQQ

WWW

FB FQ FQ FG FB FB FG FG

-5.1 5.3

3.1 14.2

— 75 90

82 35 — 2.8 — (—)

QQ

-2.2 10.7 3.5 — — 31 86 95 — — 2.6 17.55 (94)

+Avg

QQQ QQQ

-2.2 21.3 6.2 19.1 9.3 33 23 85 65 36 2.3 16.70 (93) -5.7 11.1 6.3 17.1 7.8 79 35 44 20 21 1.5 18.38 (96) -5.2 11.5 5.4 13.8 7.0 91 51 39 34 23 2.0 17.36 (97) -4.6 11.5 5.7 14.0 6.4 51 28 30 40 40 2.7 16.79 (96)

Avg

High Avg Avg Avg Low Avg

FV [QQQ

QQQ

QQ

-4.8 6.1 3.2 13.8 6.6

62 84 81

47 37

2.8 16.84 (98)

-4.0 -2.8

QQQ QQQ

Virtus Foreign Opportunities A JVIAX

8.4 12.7 8.2 15 98 15 77 10 0.7 13.80 (84)

William Blair International Growth N WBIGX

-4.2 10.4 6.8 17.3 7.3 29 42 34 17 34 1.1 15.94 (95)

World Stock

— -3.4 15.2 8.3 16.2 6.6 — — — — — — 14.8 (86) —

Π]QQQQ ΠQQQQ

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

-3.2 16.2 9.5 16.1 8.5 39 42 42 55 25 2.3 13.59 (94) -3.9 16.4 10.6 18.0 8.6 63 40 26 32 20 0.8 13.78 (92)

-Avg -Avg

MSCI World Index MSCI EAFE NR USD

-3.7 16.1 9.3 16.3 6.4 -4.0 11.9 5.9 13.8 6.3

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.