(PUB) Morningstar FundInvestor - page 524

38
Morningstar 500 Morningstar
Rating
Total Return %
01-31-13
Total Return %
Category Rank
Yield
%
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
Morningstar
Analyst Rating
Historical Risk Historical Performance
Foreign Stock — 3.9 15.9 8.5 0.4 10.6 — — — — — — 19.5 (—) —
American Beacon Intl Equity Inv AAIPX ´ FV [QQQ 3.6 19.6 7.3 -0.4 9.7 79 12 32 20 25 2.1 20.88 (98) +Avg
American Funds EuroPacific Gr A AEPGX ΠFB QQQQ 3.7 16.6 7.4 0.9 10.8 52 35 41 14 11 1.6 18.66 (96) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB QQQQ 3.2 18.9 9.0 — — 78 14 14 — — 2.6 16.80 (96) Low
Artio International Equity A BJBIX ´ FB QQ 6.1 13.4 2.2 -5.1 8.2 2 77 97 95 61 0.5 19.79 (90) Avg
Artio International Equity II A JETAX ´ FB QQ 5.8 14.9 3.2 -3.3 — 3 61 93 85 — 2.1 19.75 (91) Avg
Artisan International Inv ARTIX „ FB QQQQ 4.8 23.7 11.6 1.4 10.6 10 4 3 10 14 1.1 20.21 (92) +Avg
Artisan International Small Cap Investor ARTJX ΠFR QQQQ 4.0 29.6 12.5 3.9 16.4 41 1 44 31 9 1.0 19.55 (81) Avg
Artisan International Value Investor ARTKX ΠFB QQQQQ 4.9 23.8 13.0 6.8 15.1 9 4 1 1 1 0.9 17.08 (96) Low
Causeway International Value Inv CIVVX ΠFV QQQQ 2.7 19.7 9.5 0.9 10.6 98 12 7 9 15 1.9 21.72 (97) High
Columbia Acorn International Select A LAFAX „ FR QQQ 0.0 15.9 12.0 1.9 13.4 98 74 51 59 43 6.3 15.52 (78) Low
Columbia Acorn International Z ACINX „ FR QQQQ 3.8 17.4 11.2 3.7 15.2 49 54 59 32 18 2.0 17.97 (89) Avg
Dodge & Cox International Stock DODFX ΠFB QQQQ 5.0 19.5 8.2 0.8 12.5 7 12 26 18 4 2.1 20.97 (97) +Avg
Fidelity Diversified International FDIVX ˇ FB QQQ 3.7 16.5 7.3 -1.4 9.4 56 37 43 57 32 1.5 19.44 (96) Avg
Fidelity International Discovery FIGRX ´ FB QQQQ 3.5 19.9 7.9 -0.9 10.3 66 10 30 44 19 1.6 19.95 (97) +Avg
Fidelity International Small Cap FISMX — FR QQQ 3.7 15.7 10.1 2.3 14.6 53 77 75 52 23 0.6 19.42 (90) Avg
Fidelity Spartan International Index Inv FSIIX „ FB QQQ 4.3 17.3 7.3 -0.8 9.2 26 25 45 42 39 2.7 19.82 (99) Avg
First Eagle Overseas A SGOVX „ FB QQQQQ 1.8 10.6 9.7 5.4 12.6 97 93 8 2 4 1.1 12.00 (87) Low
Harbor International Growth Inv HIIGX ˇ FG QQ 3.7 13.4 7.2 -2.4 7.7 44 75 82 84 87 5.5 19.47 (91) Avg
Harbor International Instl HAINX ΠFB QQQQ 3.0 15.5 9.8 1.5 12.9 86 54 7 10 2 2.0 20.85 (95) +Avg
Harding Loevner International Eq Inv HLMNX „ FG [QQQQ 1.6 14.7 9.9 3.1 10.4 95 56 40 12 40 0.5 17.88 (93) -Avg
IVA International A IVIOX „ FQ [QQQ 2.8 9.6 9.1 — — 85 86 56 — — 2.7 10.00 (91) Low
Janus Overseas T JAOSX „ FG QQ 4.7 0.1 -0.9 -3.5 13.0 8 98 97 93 4 3.1 26.01 (74) High
Litman Gregory Masters Intl Instl MSILX ΠFB QQQQ 4.9 17.3 8.5 0.3 11.0 9 24 21 23 9 0.4 20.47 (95) +Avg
Longleaf Partners International LLINX ´ FB ]QQQ 8.1 23.5 7.6 -1.0 8.0 1 4 36 47 66 1.6 21.83 (89) High
MainStay ICAP International I ICEUX — FV [QQQQ 3.8 13.9 7.5 0.0 10.9 72 65 27 15 11 2.0 19.12 (96) -Avg
Manning & Napier World Opportunities A EXWAX ΠFB QQQQ 5.0 17.0 5.5 0.8 10.6 6 28 81 17 15 1.5 21.47 (96) High
Neuberger Berman International Eq Inv NIQVX — FB WWWW 2.8 16.9 9.8 0.7 — 89 31 7 18 — — — (—)
Oakmark International I OAKIX ΠFB QQQQQ 6.9 28.6 12.6 6.5 12.4 1 1 1 1 5 2.0 20.29 (93) +Avg
Oakmark International Small Cap I OAKEX ´ FQ QQQ 5.1 16.9 8.7 4.7 13.3 10 36 68 8 26 1.4 19.97 (89) Avg
Oppenheimer International Growth A OIGAX „ FG QQQQ 4.0 20.4 11.0 3.3 12.7 32 6 18 8 5 1.1 19.06 (95) Avg
Scout International UMBWX „ FG QQQQ 2.7 16.3 8.9 2.2 11.1 87 36 59 25 25 1.5 18.82 (95) Avg
T. Rowe Price International Discovery PRIDX ´ FR QQQQ 3.5 21.5 11.2 3.1 15.2 61 20 58 39 16 1.1 18.40 (90) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ 3.2 14.2 9.0 1.4 9.1 69 64 56 41 59 1.3 20.03 (93) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV QQQ 4.5 14.4 7.6 -0.5 9.8 43 60 24 20 24 2.3 20.51 (98) Avg
TCW International Small Cap I TGICX ´ FR NR 6.0 9.0 — — — 2 97 — — — 5.6 — (—)
Third Avenue International Value Instl TAVIX „ FA QQQ 4.1 16.7 7.3 0.8 10.8 89 33 68 64 65 0.8 17.40 (89) Low
Thornburg International Value A TGVAX „ FG QQQ 4.6 14.0 7.6 0.3 11.6 11 68 75 57 20 1.0 17.84 (95) -Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ 4.7 21.8 11.2 4.6 10.5 32 3 1 2 16 1.3 11.33 (91) Low
USAA International USIFX ´ FG QQQQ 3.3 18.8 9.6 2.9 10.6 63 21 44 14 39 1.2 19.82 (97) Avg
Vanguard Developed Markets Index Admiral VDMAX Œ FB WWW 4.5 17.4 7.3 -0.9 9.3 16 23 42 43 34 3.4 — (—)
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX „ FB WWW 3.3 14.0 7.4 -0.1 — 74 70 40 32 — 2.9 — (—)
Vanguard International Explorer Inv VINEX ´ FQ QQQ 5.0 13.8 7.5 1.0 12.8 12 76 91 45 39 2.6 20.46 (93) Avg
Vanguard International Growth Inv VWIGX „ FG QQQ 4.4 15.8 9.6 1.4 10.5 18 41 45 40 40 1.7 20.97 (94) +Avg
Vanguard International Value Inv VTRIX ´ FV ]QQQQ 3.9 16.5 6.4 -0.6 10.3 64 34 48 21 17 2.5 20.52 (98) Avg
Vanguard Tax-Managed Intl Adm VTMGX ΠFB QQQ 4.4 17.0 7.2 -0.8 9.4 18 28 45 43 32 2.9 19.98 (99) Avg
Vanguard Total Intl Stock Index Admiral VTIAX Œ FB WWWW 3.4 13.8 6.9 -0.6 10.2 72 72 54 39 19 2.9 — (—)
William Blair International Growth N WBIGX ´ FG QQQ 2.9 19.1 11.0 -0.5 10.6 84 21 19 65 36 2.9 18.34 (92) -Avg
World Stock — 4.6 14.5 9.6 1.2 8.8 — — — — — — 17.6 (—) —
American Funds Capital World G/I A CWGIX ΠQQQ 4.0 18.4 9.3 1.5 10.9 74 21 63 54 24 2.6 16.96 (96) -Avg
American Funds New Perspective A ANWPX ΠQQQQ 4.6 18.9 11.5 3.6 10.9 47 17 28 25 23 1.0 16.33 (94) -Avg
International Equity
Categories 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 EAFE Index 5.3 17.3 6.9 -0.8 9.2
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