(PUB) Investing 2015

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 02-28-15

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

— 5.8 -1.7 9.3 8.8 5.6 — — — — — — 12.35 (86) —

QQQQ

American Beacon Intl Equity Inv AAIPX American Funds Europacific Growth A AEPGX American Funds Intl Gr and Inc A IGAAX

— FV

6.2 -2.7 10.1 7.9 4.7 45 57 17 20 29 2.4 13.38 (92) 5.7 1.5 9.5 8.1 7.0 65 46 40 53 15 1.3 11.4 (94) 4.2 -0.2 9.4 8.3 — 89 50 30 26 — 3.3 11.38 (94) 4.9 3.5 12.8 11.8 7.4 87 25 4 2 8 0.7 11.63 (85) 10.6 10.2 8.9 85 100 54 71 17 0.0 12.52 (68) 3.5 -14.2 5.4 -2.9 10.2 9.4 5.1 72 86 18 10 38 2.2 12.46 (86) 2.1 -8.4 5.9 8.3 7.2 97 91 94 91 52 0.4 10.64 (59) 5.2 -0.8 9.6 10.0 8.8 56 44 67 77 18 1.5 11.1 (90) 4.8 3.4 12.5 9.9 6.7 82 10 5 8 17 2.2 13.62 (94) 6.9 2.7 11.4 9.1 5.6 20 34 12 34 53 1.0 11.9 (92) 6.8 0.8 11.5 9.0 6.0 26 56 12 36 42 0.6 12.41 (91) 6.8 -0.3 9.5 7.8 4.9 33 53 29 39 45 3.2 13.03 (96) 6.2 2.4 7.0 8.6 7.9 47 14 72 19 6 1.0 8.69 (88) 6.7 -1.1 6.9 8.2 7.7 36 69 73 30 7 2.0 12.39 (92) 4.6 2.4 15.0 13.4 9.3 86 14 2 1 2 1.5 10.9 (83)

Avg

Œ Œ „ Œ Œ Œ „ „ Œ ˇ ´ „ ´

QQQ

-Avg -Avg

FB [QQQ

QQQQ

Artisan International Investor ARTIX

FG FR FB FB FR FR FG FG FB FB FB

Avg Avg

QQQ

Artisan International Small Cap Investor ARTJX

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 Discovery FIGRX Fidelity Spartan International Idx Inv FSIIX

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

QQQQ

FB ]QQQQQ

QQQ QQQ QQQ

QQQQ

First Eagle Overseas A SGOVX

QQQ

Harbor International Institutional HAINX

„ „ ´

FG [QQQ

Harding Loevner International Eq Inv HLMNX

6.1 5.8 8.6 8.9

7.3

47 8 55 37

0.6 11.89 (91)

QQQ

IVA International A IVIOX Janus Overseas T JAOSX

FQ FB

3.5 2.9 7.9 8.7 — 78 4 77 80 — 2.7 6.8 (86)

-4.2 -2.3

1.7 -8.2

5.9 99 97 99 99 25 0.9 17.9 (73)

9.1 11.3 16.6 15.7

QQQQQ

JOHCM International Select II JOHAX Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX MainStay ICAP International I ICEUX

— FG

— 1 1 1

1 — 0.6 12.52 (74)

— FB ]QQQQQ

7.8 4.3 10.2 9.1 7.3

6 8 18 12 11 1.1 13.12 (91)

´ ´

FB FV

4.6 -13.2 6.8 5.6 3.5 86 100 76 89 82 3.5 16.08 (78) 6.5 -0.5 8.0 8.0 5.6 26 20 48 19 8 3.1 11.74 (88) 4.8 -7.0 5.1 4.9 5.4 83 96 92 92 33 1.2 13.13 (90)

QQQQ

FB [QQ

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

WWWWW QQQQQ

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

5.3 2.5

9.4 9.2

— 75 14

31 11 — 0.7 — (—)

Oakmark International I OAKIX

6.9 -0.4 13.4 11.8 8.4 22 54 4 4 3 1.9 14.28 (84)

High

´ „ ˇ ´ ˇ ˇ ´ ˇ ´ „ ´ Œ Œ „ ˇ „ ´ Œ „

QQQ

Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX

8.4 -1.9 9.0 9.8 6.9

1 41 69 56 31 1.5 13.61 (82)

High

QQQQ

6.1 -2.8 10.1 10.4 7.7 47 86 27 15 2 0.8 12.3 (87) 4.5 1.2 6.9 7.0 6.5 91 50 75 77 30 1.4 11.3 (91) 3.7 0.0 12.1 11.5 9.0 84 35 30 46 13 0.8 10.42 (84) 7.2 6.1 8.1 8.6 5.8 10 6 60 43 46 1.1 11.94 (94) 5.6 -2.1 8.2 7.9 5.0 67 42 43 20 21 3.1 12.28 (95) 6.9 1.5 9.7 9.0 — 25 24 24 12 — 2.7 11.92 (96) 4.7 -9.7 1.8 — — 70 94 99 — — 0.6 15.4 (67)

Avg

QQQ

Scout International UMBWX

-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 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 Vanguard International Explorer Inv VINEX Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX Tweedy, Browne Global Value TBGVX USAA International USIFX

QQQ

Avg

QQQQ QQQQ

-Avg -Avg High

— FR

0.8 -11.5 4.1 4.7

3.4

QQ QQ

95 94 95 97 100 7.2 12.58 (83) 4 16 82 80 29 0.8 11.62 (84)

Avg

7.7 4.4 6.6 6.8 6.5

-Avg

QQQQQ

3.2 3.5 11.7 10.3 7.0 96 4 5 3 4 1.2 7.8 (78) 7.1 2.0 9.4 8.9 6.6 15 40 43 38 27 1.6 12.44 (90) 6.9 -0.1 9.5 7.8 5.0 24 47 29 40 42 3.5 13.1 (96)

Low

QQQQ

+Avg +Avg

QQQ

5.7 1.5 6.9

6.8

— 64 24 75

67 — 3.3 12.65 (98)

Avg Avg

5.0 -4.2 6.6 7.8 — 68 62 84 98 — 2.4 12.78 (91)

QQQ QQQ QQQ

6.7 0.0 11.5 10.0 6.8 32 19 39 51 44 1.7 12.17 (88) 6.2 0.8 9.1 9.1 6.6 40 55 50 35 27 2.2 13.21 (95) 5.4 -1.4 8.6 6.9 5.3 71 34 38 43 12 2.6 13.3 (96)

Avg

High Avg Avg Low

5.7 0.9 6.9

6.6 5.1

65 33 74

72 39

3.2 12.59 (98)

FG [QQQ

Virtus Foreign Opportunities A JVIAX

5.0 4.8 7.4 9.2 6.6 86 12 68 30 25 0.8 11.02 (81)

World Stock

— 3.9 5.2 11.8 11.0 6.6 — — — — — — 10.9 (77) —

Œ QQQQ Œ QQQQ ´ QQQ

American Funds Capital World Gr&Inc A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX

4.4 6.6 13.6 11.2 7.8 31 39 25 50 24 2.2 9.84 (91) 5.1 6.8 14.2 12.4 8.6 19 35 17 29 9 0.6 10.32 (83) 4.3 2.2 13.3 12.5 8.6 34 77 29 27 10 0.0 10.87 (65)

-Avg -Avg

Avg

MSCI World Index MSCI EAFE Index

3.9 7.9 13.3 11.7 6.3 7.0 -0.2 9.5 7.6 4.7

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.

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