(PUB) Morningstar FundInvestor - page 186

38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
03-31-14
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 — 1.4 18.0 7.1 18.0 7.6 — — — — — — 16.6 (91) —
American Beacon Intl Equity Inv AAIPX ´ FV QQQQ 0.1 21.4 8.0 16.9 6.9 71 24 20 21 28 1.2 17.58 (95) Avg
American Funds EuroPacific Gr A AEPGX ΠFB [QQQ 0.6 17.6 6.4 15.5 8.3 34 24 41 44 15 0.9 16.11 (97) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB QQQ 1.8 17.2 8.1 15.9 — 12 30 13 34 — 3.3 14.39 (95) Low
Artisan International Investor ARTIX „ FB QQQQQ -1.8 15.9 11.4 18.6 8.1 91 46 2 6 17 1.0 17.88 (91) +Avg
Artisan International Small Cap Investor ARTJX ΠFR [QQQQ 2.4 24.2 13.9 24.3 12.6 41 22 8 19 9 0.4 17.38 (85) +Avg
Artisan International Value Investor ARTKX ΠFB QQQQQ 0.2 21.6 13.3 22.2 11.4 53 8 1 3 1 1.6 14.12 (89) Low
Causeway International Value Inv CIVVX ΠFB QQQQ 0.0 22.2 9.1 19.2 7.2 57 6 8 5 30 0.8 17.87 (93) +Avg
Columbia Acorn International Select A LAFAX „ FR QQQ 2.9 14.3 8.0 18.3 10.1 35 77 73 96 33 1.3 13.42 (75) Low
Columbia Acorn International Z ACINX „ FR QQQQ 1.2 15.7 8.5 21.4 11.7 57 68 68 65 11 2.4 15.52 (93) Avg
Dodge & Cox International Stock DODFX ΠFB QQQQ 2.8 25.3 8.8 20.5 9.3 4 1 9 4 7 1.6 17.88 (96) +Avg
Fidelity Spartan International Idx Inv FSIIX „ FB [QQQ 0.7 17.5 7.3 16.0 6.6 30 24 21 29 44 2.3 16.76 (97) Avg
Fidelity Diversified International FDIVX ˇ FB QQQQ -0.8 18.9 7.4 15.9 6.6 76 15 20 32 43 0.9 16.93 (95) Avg
Fidelity International Discovery FIGRX ´ FB QQQQ -1.4 17.1 7.8 16.3 7.4 86 31 16 24 27 1.2 17.00 (95) +Avg
First Eagle Overseas A SGOVX „ FB QQQQ 3.8 11.6 6.9 14.7 9.6 1 86 29 69 2 1.9 10.56 (92) Low
Harbor International Institutional HAINX ΠFB QQQQ 1.0 15.6 6.8 18.3 9.6 22 50 31 7 3 2.1 17.55 (96) +Avg
Harding Loevner International Eq Inv HLMNX „ FG [QQQ -0.9 10.4 5.4 16.9 8.1 63 71 57 38 22 0.4 16.09 (94) -Avg
IVA International A IVIOX „ FQ QQ 1.9 11.7 7.2 13.8 — 73 86 77 96 — 2.3 8.45 (89) Low
Janus Overseas T JAOSX ´ FB Q -1.1 12.9 -6.1 11.4 8.4 83 75 99 97 13 3.9 24.95 (80) High
Litman Gregory Masters Intl Instl MSILX ΠFB QQQQ -0.3 14.8 4.8 16.4 8.0 64 58 73 21 19 1.0 17.87 (95) +Avg
Longleaf Partners International LLINX ´ FB ]QQQ 3.0 23.1 7.4 16.1 5.5 2 4 20 28 70 0.3 19.22 (86) High
MainStay ICAP International I ICEUX „ FV QQQQ -0.2 16.6 6.4 15.2 8.2 76 61 45 47 10 1.0 15.66 (95) -Avg
Manning & Napier World Opportunities A EXWAX ΠFB QQQ 1.9 15.2 4.8 15.2 8.4 10 54 74 54 13 1.1 18.30 (94) +Avg
Neuberger Berman International Eq Inv NIQVX ´ FB WWWW 1.0 14.0 6.0 17.6 — 22 65 53 11 — 0.8 — (—)
Oakmark International I OAKIX ΠFB QQQQQ 0.8 23.8 12.3 23.7 10.2 28 3 1 1 1 1.6 17.84 (87) High
Oakmark International Small Cap I OAKEX ´ FQ QQQ 2.3 23.3 8.2 24.6 10.0 63 37 60 6 24 3.1 16.68 (86) Avg
Oppenheimer International Growth A OIGAX „ FG QQQQ 0.9 19.2 11.1 19.5 9.3 24 10 2 9 1 0.7 15.94 (93) Avg
Scout International UMBWX Ø FG QQQ -0.8 8.8 5.0 15.6 8.2 61 80 62 59 18 1.2 16.04 (95) -Avg
T. Rowe Price International Discovery PRIDX ´ FR QQQQ 2.6 20.3 10.7 23.0 10.9 40 52 35 32 23 1.1 15.37 (91) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ 0.7 12.3 5.5 18.0 6.5 33 53 57 24 50 0.9 17.34 (96) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV QQQQ 1.6 19.8 7.0 17.3 7.3 29 38 36 16 22 2.2 16.82 (96) Avg
T. Rowe Price Overseas Stock TROSX ´ FB QQQQ -0.2 17.4 7.5 17.4 — 62 26 18 12 — 1.9 16.48 (97) Avg
TCW International Small Cap I TGICX ´ FR Q 0.7 15.9 0.9 — — 77 64 99 — — 0.9 22.02 (80) High
Third Avenue International Value Instl TAVIX ˇ FA QQ -1.7 12.9 4.8 15.3 7.0 90 89 74 94 79 1.3 15.26 (92) -Avg
Thornburg International Value A TGVAX „ FG QQ -4.8 7.3 1.8 12.9 7.3 97 93 95 88 36 0.7 16.33 (94) -Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ 1.4 12.3 10.7 19.0 8.2 36 89 5 2 10 1.2 9.97 (84) Low
USAA International USIFX ´ FG QQQ -1.2 13.2 7.6 16.5 8.0 70 47 34 44 23 0.8 17.10 (95) +Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Œ FB WWW 0.4 12.4 4.2 15.7 — 47 79 81 40 — 3.2 — (—)
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX „ FQ QQ 4.4 17.3 4.9 — — 18 79 95 — — 2.4 17.90 (94) +Avg
Vanguard International Explorer Inv VINEX ˇ FQ QQQ 4.3 27.6 7.9 20.6 9.3 19 18 61 70 36 2.2 16.98 (94) Avg
Vanguard International Growth Inv VWIGX „ FG QQQ -0.8 18.4 7.0 18.2 7.9 59 13 43 22 24 1.5 18.57 (96) High
Vanguard International Value Inv VTRIX ´ FV QQQ -0.1 19.5 7.1 15.6 7.4 74 42 34 40 20 1.9 17.44 (98) Avg
Vanguard Tax-Managed Intl Adm VTMGX ΠFB QQQ 0.5 17.4 7.2 16.0 6.7 41 26 23 30 40 3.3 16.87 (96) Avg
Vanguard Total Intl Stock Index Admiral VTIAX ΠFB QQ 0.8 12.8 4.4 15.4 6.9 28 76 79 48 35 3.2 17.03 (98) Avg
Virtus Foreign Opportunities A JVIAX „ FG QQQQ 4.1 3.5 8.9 15.9 8.7 1 96 15 52 9 0.6 14.07 (85) Low
William Blair International Growth N WBIGX ˇ FG QQQQ -0.8 13.0 7.6 18.4 7.3 61 49 35 19 39 1.1 16.21 (95) Avg
World Stock — 1.4 18.3 8.9 17.7 6.9 — — — — — — 14.8 (86) —
American Funds Capital World G/I A CWGIX ΠQQQ 1.6 19.2 10.5 17.3 8.8 41 41 37 63 23 2.2 13.83 (94) -Avg
American Funds New Perspective A ANWPX ΠQQQQ 0.3 19.7 10.9 18.8 8.9 77 37 29 43 20 0.8 14.04 (91) -Avg
American Funds SMALLCAP World A SMCWX ´ QQQQ 1.2 20.0 10.0 22.8 9.4 54 34 47 9 12 0.0 15.86 (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 1.3 19.1 10.2 18.3 6.8
MSCI Europe Index 2.1 24.5 8.4 17.5 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