(PUB) Morningstar FundInvestor - page 42

38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
12-31-13
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 — 22.5 22.5 7.6 15.0 8.1 — — — — — — 16.8 (91) —
American Beacon Intl Equity Inv AAIPX ´ FV QQQQ 24.1 24.1 9.8 12.8 7.4 25 25 13 24 28 1.2 17.23 (94) Avg
American Funds EuroPacific Gr A AEPGX ΠFB QQQ 20.2 20.2 7.4 13.5 8.9 46 46 40 22 12 0.9 15.61 (97) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB QQQQ 18.1 18.1 9.1 13.8 — 65 65 13 17 — 2.5 13.91 (95) Low
Artisan International Inv ARTIX „ FB QQQQQ 25.2 25.2 13.3 16.6 8.9 10 10 1 5 13 1.0 17.21 (92) +Avg
Artisan International Small Cap Investor ARTJX ΠFR [QQQQ 29.1 29.1 13.8 21.7 13.1 39 39 8 22 9 0.4 16.77 (82) +Avg
Artisan International Value Investor ARTKX ΠFB QQQQQ 30.5 30.5 14.2 18.8 12.4 1 1 1 1 1 1.6 13.73 (89) Low
Causeway International Value Inv CIVVX ΠFB QQQQ 23.9 23.9 11.2 15.2 8.1 15 15 4 9 25 0.8 17.53 (92) +Avg
Columbia Acorn International Select A LAFAX „ FR QQ 14.4 14.4 7.9 14.8 10.5 93 93 78 94 47 1.3 13.02 (75) Low
Columbia Acorn International Z ACINX „ FR QQQQ 22.3 22.3 8.5 18.8 12.3 66 66 71 59 11 2.5 15.05 (91) -Avg
Dodge & Cox International Stock DODFX ΠFB QQQQ 26.3 26.3 8.7 16.6 9.8 8 8 18 5 5 1.6 17.43 (95) +Avg
Fidelity Diversified International FDIVX ˇ FB QQQQ 25.2 25.2 8.8 13.3 7.4 10 10 17 27 36 0.9 16.46 (95) Avg
Fidelity International Small Cap FISMX ˇ FR QQQ 35.1 35.1 10.7 19.9 11.1 12 12 34 37 30 0.3 16.49 (88) +Avg
Fidelity Spartan International Index Inv FSIIX „ FB QQQ 21.7 21.7 8.3 11.9 7.0 28 28 23 59 46 2.4 16.39 (96) Avg
Fidelity® International Discovery FIGRX ´ FB QQQQ 24.9 24.9 8.9 13.3 8.0 11 11 16 27 25 1.2 16.53 (95) Avg
First Eagle Overseas A SGOVX „ FB QQQQ 11.6 11.6 6.3 11.6 9.9 95 95 68 69 4 1.9 10.37 (92) Low
Harbor International Institutional HAINX ΠFB QQQQ 16.8 16.8 7.9 14.3 9.9 75 75 29 13 4 2.1 17.02 (96) +Avg
Harding Loevner International Eq Inv HLMNX „ FG QQQQ 13.6 13.6 7.0 15.0 8.5 82 82 53 31 24 0.4 15.21 (95) -Avg
IVA International A IVIOX „ FQ ]QQ 15.6 15.6 7.7 11.7 — 86 86 71 96 — 2.4 8.35 (89) Low
Janus Overseas T JAOSX ´ FB QQ 12.1 12.1 -5.4 12.5 9.6 93 93 99 43 7 3.8 24.61 (81) High
Litman Gregory Masters Intl Instl MSILX ΠFB QQQQ 21.5 21.5 6.9 14.4 8.5 30 30 54 13 19 1.0 17.54 (95) +Avg
Longleaf Partners International LLINX ´ FB QQ 28.1 28.1 7.4 11.6 5.8 4 4 40 67 73 0.3 19.07 (86) High
MainStay ICAP International I ICEUX „ FV QQQQ 20.7 20.7 8.6 11.6 8.4 61 61 26 46 10 1.0 15.41 (94) -Avg
Manning & Napier World Opportunities A EXWAX ΠFB QQQ 18.8 18.8 5.8 12.5 8.8 59 59 76 43 17 1.1 17.88 (93) +Avg
Neuberger Berman International Eq Inv NIQVX ´ FB [WWWW 17.9 17.9 7.3 14.9 — 67 67 44 10 — — — (—)
Oakmark International I OAKIX ΠFB QQQQQ 29.3 29.3 12.8 21.1 10.5 3 3 1 1 2 1.6 17.76 (85) High
Oakmark International Small Cap I OAKEX ´ FQ QQQ 27.7 27.7 8.1 20.8 10.4 47 47 62 17 24 3.2 16.42 (86) Avg
Oppenheimer International Growth A OIGAX „ FG QQQQ 25.1 25.1 12.0 17.3 9.7 8 8 2 12 2 0.7 15.06 (93) -Avg
Scout International UMBWX ´ FG QQQ 13.1 13.1 6.4 13.0 8.7 87 87 60 59 20 1.2 15.64 (94) Avg
T. Rowe Price International Discovery PRIDX ´ FR QQQQ 24.4 24.4 10.4 20.4 11.5 60 60 40 24 24 1.1 15.13 (90) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ 14.3 14.3 6.0 15.7 6.8 73 73 69 25 52 0.9 16.77 (95) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV QQQQ 23.0 23.0 8.2 13.5 7.6 33 33 33 18 25 2.3 16.62 (96) Avg
T. Rowe Price Overseas Stock TROSX ´ FB QQQQ 21.8 21.8 9.1 14.4 — 27 27 14 12 — 1.9 16.14 (97) Avg
TCW International Small Cap I TGICX ´ FR NR 22.5 22.5 — — — 63 63 — — — 0.9 — (—)
Third Avenue International Value Instl TAVIX ´ FA QQQ 21.1 21.1 7.6 13.4 7.9 92 92 52 94 79 1.3 15.06 (90) -Avg
Thornburg International Value A TGVAX „ FG QQ 15.4 15.4 4.9 11.5 8.3 66 66 82 82 27 0.8 15.75 (95) -Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ 19.6 19.6 10.7 16.3 8.9 70 70 8 3 8 1.2 9.62 (83) Low
USAA International USIFX ´ FG QQQQ 18.0 18.0 9.1 13.6 8.5 54 54 26 51 23 0.8 16.45 (95) Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Œ FB WWW 14.5 14.5 5.2 12.6 — 87 87 82 40 — 2.7 — (—)
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX „ FQ ]QQ 17.4 17.4 4.2 — — 82 82 95 — — 2.5 17.49 (94) +Avg
Vanguard International Explorer Inv VINEX ˇ FQ QQQ 30.2 30.2 7.2 17.3 10.0 27 27 84 70 36 2.3 16.61 (94) Avg
Vanguard International Growth Inv VWIGX „ FG QQQ 23.0 23.0 8.4 15.8 8.7 18 18 35 24 21 1.4 18.00 (96) +Avg
Vanguard International Value Inv VTRIX ´ FV QQQQ 22.2 22.2 7.8 12.5 7.8 43 43 40 27 22 1.9 17.03 (97) Avg
Vanguard Tax-Managed Intl Adm VTMGX ΠFB QQQ 22.1 22.1 8.2 12.0 7.1 24 24 25 57 41 2.6 16.53 (95) Avg
Vanguard Total Intl Stock Index Admiral VTIAX ΠFB QQ 15.1 15.1 5.2 12.1 7.3 83 83 82 54 37 2.7 16.56 (98) Avg
Virtus Foreign Opportunities A JVIAX „ FG QQQ 5.4 5.4 8.2 11.8 8.8 98 98 37 78 14 0.7 13.86 (79) Low
William Blair International Growth N WBIGX ´ FG QQQ 18.6 18.6 7.8 16.5 7.9 51 51 43 19 36 1.1 15.72 (94) Avg
World Stock — 24.7 24.7 9.9 15.1 7.2 — — — — — — 14.8 (86) —
American Funds Capital World G/I A CWGIX ΠQQQ 24.8 24.8 11.2 14.4 9.1 54 54 42 66 24 2.2 13.38 (94) -Avg
American Funds New Perspective A ANWPX ΠQQQQ 26.8 26.8 12.3 17.0 9.2 41 41 26 32 20 0.8 13.49 (92) -Avg
American Funds SMALLCAP World A SMCWX ´ QQQQ 29.3 29.3 10.5 21.0 10.0 25 25 53 7 8 0.0 15.51 (85) 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 26.7 26.7 11.5 15.0 7.0
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