(PUB) Morningstar FundInvestor - page 1004

38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
11-30-13
Total Return %
Category Rank
12-
Mo
Yld
%
Stand-
ard
Devia-
tion (R²)
Risk
Relative
to
Category
vs.Category
5Best
A N N U A L I Z E D 1 Best, 100 Worst
YTD 1 Yr 3 Yr 5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr
Historical Performance Historical Risk
Foreign Stock — 20.0 24.2 9.8 16.1 8.5 — — — — — — 16.8 (91) —
American Beacon Intl Equity Inv AAIPX ´ FV QQQQ 22.0 27.0 12.2 14.2 8.0 26 27 13 21 28 1.8 17.76 (94) Avg
American Funds EuroPacific Gr A AEPGX ΠFB QQQ 18.0 21.2 9.1 14.7 9.4 46 56 48 19 13 1.4 15.98 (97) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB QQQQ 15.5 19.0 10.5 14.7 — 69 72 18 19 — 2.6 14.24 (95) Low
Artisan International Inv ARTIX „ FB QQQQQ 22.6 25.7 14.6 17.9 9.4 10 16 1 5 13 1.9 17.38 (91) +Avg
Artisan International Small Cap Investor ARTJX ΠFR QQQQQ 24.5 30.6 14.4 23.5 13.4 48 31 20 20 9 1.3 16.88 (82) Avg
Artisan International Value Investor ARTKX ΠFB QQQQQ 27.9 31.9 16.4 19.4 12.9 1 2 1 3 1 2.4 14.31 (90) Low
Causeway International Value Inv CIVVX ΠFB QQQQ 21.8 26.2 13.6 17.0 8.6 13 12 3 7 25 1.6 18.07 (92) +Avg
Columbia Acorn International Select A LAFAX „ FR [QQ 12.9 12.5 10.1 16.6 11.1 93 93 77 93 47 5.6 13.62 (76) Low
Columbia Acorn International Z ACINX „ FR QQQQ 19.5 22.5 10.2 20.3 12.7 65 66 76 51 11 2.3 15.47 (92) Avg
Dodge & Cox International Stock DODFX ΠFB QQQQ 24.2 31.2 10.9 17.6 10.4 6 3 13 6 5 1.7 17.91 (96) +Avg
Fidelity Diversified International FDIVX ˇ FB ]QQQQ 22.1 25.0 10.6 14.5 7.8 11 21 17 24 38 1.2 16.90 (96) Avg
Fidelity International Small Cap FISMX ˇ FR QQQ 32.4 38.1 13.0 21.2 11.6 7 7 36 30 28 0.5 17.04 (88) +Avg
Fidelity Spartan International Index Inv FSIIX „ FB QQQ 19.7 24.5 10.5 13.4 7.6 26 25 18 49 45 2.4 16.92 (96) Avg
Fidelity® International Discovery FIGRX ´ FB QQQQ 21.8 25.5 10.8 14.3 8.6 12 17 14 27 25 1.4 17.02 (96) Avg
First Eagle Overseas A SGOVX „ FB [QQQQ 10.9 14.7 8.2 12.9 10.3 94 94 69 61 5 1.0 10.87 (92) Low
Harbor International Institutional HAINX ΠFB QQQQ 14.4 18.3 10.2 15.4 10.5 78 79 24 13 4 1.8 17.65 (96) +Avg
Harding Loevner International Eq Inv HLMNX „ FG QQQQ 11.9 15.2 8.8 16.5 9.1 80 76 54 25 24 0.5 15.62 (95) -Avg
IVA International A IVIOX „ FQ [Q 14.3 15.1 9.1 13.1 — 86 86 85 96 — 2.4 8.75 (89) Low
Janus Overseas T JAOSX ´ FB QQ 12.3 22.5 -3.5 14.1 10.4 90 43 99 31 4 2.9 24.86 (81) High
Litman Gregory Masters Intl Instl MSILX ΠFB QQQQ 19.8 26.6 9.0 15.5 9.0 24 10 50 13 19 0.4 17.98 (95) +Avg
Longleaf Partners International LLINX ´ FB [QQ 25.0 32.0 8.9 13.1 5.9 5 1 52 58 84 1.4 19.39 (87) High
MainStay ICAP International I ICEUX „ FV [QQQQ 18.2 23.0 10.5 12.9 9.1 67 65 32 44 9 1.7 15.87 (94) -Avg
Manning & Napier World Opportunities A EXWAX ΠFB QQQ 17.6 21.5 7.9 13.2 9.5 50 53 74 53 12 1.4 18.28 (93) +Avg
Neuberger Berman International Eq Inv NIQVX — FB WWWWW 15.5 19.9 9.6 15.6 — 70 67 35 12 — — — (—)
Oakmark International I OAKIX ΠFB QQQQQ 28.4 36.5 15.6 21.8 11.1 1 1 1 1 2 1.6 18.22 (86) High
Oakmark International Small Cap I OAKEX ´ FQ QQQ 26.8 32.8 11.3 22.1 11.1 37 14 56 12 24 1.2 17.24 (87) Avg
Oppenheimer International Growth A OIGAX „ FG QQQQ 21.3 24.5 14.2 18.1 10.0 10 13 2 13 2 1.0 15.80 (94) -Avg
Scout International UMBWX „ FG QQQ 11.8 15.2 8.4 13.9 9.2 82 76 57 67 20 1.8 16.10 (95) Avg
T. Rowe Price International Discovery PRIDX ´ FR QQQQ 21.6 25.3 12.4 21.0 11.9 61 60 43 33 24 0.9 15.62 (90) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ 12.4 16.1 7.7 17.1 7.3 76 71 68 22 52 1.2 17.15 (96) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV QQQQ 20.5 25.3 10.3 14.8 8.2 37 38 35 17 25 2.0 17.17 (96) Avg
T. Rowe Price Overseas Stock TROSX ´ FB QQQQ 19.4 23.7 11.3 15.8 — 29 32 11 11 — 1.7 16.72 (97) Avg
TCW International Small Cap I TGICX ´ FR NR 18.1 21.8 — — — 70 73 — — — 5.0 — (—)
Third Avenue International Value Instl TAVIX ´ FA QQQ 18.6 24.7 9.6 14.4 8.4 89 72 52 94 73 0.7 15.61 (90) -Avg
Thornburg International Value A TGVAX „ FG QQ 14.1 17.1 6.7 12.1 8.9 64 66 82 83 26 0.8 16.12 (95) -Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ 18.4 20.4 12.6 16.6 9.1 64 77 10 5 8 1.2 10.08 (84) Low
USAA International USIFX ´ FG QQQQ 16.3 21.6 11.4 15.2 9.2 48 39 19 41 21 1.1 16.94 (95) +Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Œ FB WWW 13.2 18.1 7.6 14.1 — 84 81 78 31 — 3.0 — (—)
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX „ FQ Q 14.9 19.9 6.7 — — 83 82 96 — — 2.9 18.28 (95) +Avg
Vanguard International Explorer Inv VINEX ˇ FQ QQQ 26.8 31.4 9.8 18.8 10.3 36 37 77 67 36 2.2 17.50 (94) Avg
Vanguard International Growth Inv VWIGX „ FG QQQ 20.1 24.7 10.3 17.1 9.1 20 12 33 21 22 1.5 18.42 (96) High
Vanguard International Value Inv VTRIX ´ FV ]QQQQ 19.8 25.4 9.8 13.6 8.3 46 37 47 31 22 2.2 17.49 (97) Avg
Vanguard Tax-Managed Intl Adm VTMGX ΠFB QQQ 20.2 24.8 10.5 13.4 7.7 21 23 18 46 40 3.0 17.10 (96) Avg
Vanguard Total Intl Stock Index Admiral VTIAX ΠFB [QQ 13.7 18.5 7.5 13.5 7.9 82 77 79 44 35 3.1 17.15 (98) Avg
Virtus Foreign Opportunities A JVIAX „ FG [QQQ 4.4 4.6 10.0 12.8 9.5 98 98 35 78 10 1.0 14.20 (80) Low
William Blair International Growth N WBIGX ´ FG QQQ 15.8 19.5 9.2 17.2 8.3 54 52 47 19 37 2.6 16.03 (95) Avg
World Stock — 22.1 25.1 11.5 15.7 7.5 — — — — — — 14.8 (86) —
American Funds Capital World G/I A CWGIX ΠQQQ 22.4 24.8 12.8 15.1 9.5 52 54 43 63 22 2.3 13.73 (95) -Avg
American Funds New Perspective A ANWPX ΠQQQQ 24.3 26.8 14.0 17.8 9.6 39 43 22 29 18 0.9 13.90 (92) -Avg
American Funds SMALLCAP World A SMCWX ´ QQQQ 27.3 31.1 12.3 22.1 10.2 20 19 52 6 9 1.1 15.84 (86) Avg
Morningstar 500 International Equity
Legend
E  New this month
][  Increase/decrease in rating
NR  No Morningstar Rating; fund
less than three years old.
Red  Lowest return in group
Green  Highest return in group
Italic  Extended performance
MSCI World Index 24.1 26.4 13.4 15.3 7.4
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