(PUB) Morningstar FundInvestor - page 572

38
Morningstar 500 Morningstar
Rating
Total Return %
02-28-13
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 — 3.6 9.4 8.3 0.0 10.8 — — — — — 1.2 19.5 (91) —
American Beacon Intl Equity Inv AAIPX ´ FV QQQ 1.5 11.0 6.8 -0.5 9.8 65 20 31 18 25 — 20.92 (98) +Avg
American Funds EuroPacific Gr A AEPGX ΠFB QQQQ 2.3 8.6 7.0 0.6 11.1 61 46 43 15 12 1.1 18.69 (96) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB QQQQ 2.0 12.3 8.5 — — 74 15 14 — — 2.3 16.83 (96) Low
Artio International Equity A BJBIX ˇ FB QQ 4.0 5.6 1.7 -5.8 8.2 12 84 96 96 64 — 19.83 (90) Avg
Artio International Equity II A JETAX ˇ FB QQ 4.2 7.4 2.9 -4.0 — 10 65 93 88 — — 19.77 (91) Avg
Artisan International Inv ARTIX „ FB QQQQ 4.4 15.4 12.0 1.4 11.1 7 4 2 9 11 — 20.18 (92) +Avg
Artisan International Small Cap Investor ARTJX Œ FR QQQQ 5.4 21.1 13.4 3.2 16.8 28 1 26 33 9 — 19.51 (80) Avg
Artisan International Value Investor ARTKX Œ FB QQQQQ 5.2 17.9 13.3 7.2 15.4 5 1 1 1 1 — 17.07 (96) Low
Causeway International Value Inv CIVVX ΠFV QQQQ 1.1 10.8 9.1 0.8 10.8 84 20 9 7 14 7.7 21.75 (97) High
Columbia Acorn International Select A LAFAX „ FR QQQ -1.1 8.2 10.7 1.4 13.8 98 87 66 59 41 — 15.53 (79) Low
Columbia Acorn International Z ACINX „ FR QQQQ 4.2 11.5 10.9 3.1 15.5 64 57 61 34 18 — 17.97 (89) Avg
Dodge & Cox International Stock DODFX Œ FB QQQQ 3.1 10.9 7.7 0.7 13.0 29 21 28 14 3 — 21.01 (97) +Avg
Fidelity Diversified International FDIVX ˇ FB QQQ 2.1 8.9 6.8 -1.9 9.5 71 41 45 63 34 — 19.48 (96) Avg
Fidelity International Discovery FIGRX ´ FB QQQQ 3.0 13.2 7.9 -1.1 10.6 34 11 25 44 18 — 19.96 (97) +Avg
Fidelity International Small Cap FISMX — FR QQQ 5.2 9.1 10.7 1.8 15.1 29 77 65 54 23 — 19.41 (89) Avg
Fidelity Spartan International Index Inv FSIIX „ FB QQQ 3.0 10.0 6.8 -1.0 9.3 32 26 45 42 37 — 19.85 (99) Avg
First Eagle Overseas A SGOVX „ FB QQQQQ 2.0 6.5 9.6 4.9 13.0 72 76 7 3 4 — 12.01 (87) Low
Harbor International Growth Inv HIIGX ˇ FG QQ 3.1 6.2 6.7 -2.6 8.1 37 70 76 80 83 — 19.49 (92) Avg
Harbor International Instl HAINX Œ FB QQQQ 2.0 7.4 9.2 1.1 13.0 72 64 9 10 4 — 20.87 (95) +Avg
Harding Loevner International Eq Inv HLMNX „ FG QQQQ 1.3 9.6 9.5 2.8 10.7 83 37 43 11 37 — 17.90 (93) -Avg
IVA International A IVIOX „ FQ QQQ 3.6 7.4 9.1 — — 68 73 55 — — — 10.00 (91) Low
Janus Overseas T JAOSX „ FG QQ -0.2 -10.8 -3.4 -4.5 12.8 96 98 97 98 14 — 26.11 (75) High
Litman Gregory Masters Intl Instl MSILX Œ FB ]QQQQQ 5.1 10.6 8.5 0.0 11.7 6 22 15 24 7 — 20.47 (95) +Avg
Longleaf Partners International LLINX ´ FB QQQ 7.0 14.1 7.0 -0.4 8.7 1 8 40 31 56 — 21.86 (89) High
MainStay ICAP International I ICEUX „ FV QQQQ 2.3 6.4 7.4 -0.2 11.2 40 68 24 13 8 — 19.13 (96) -Avg
Manning & Napier World Opportunities A EXWAX Œ FB QQQQ 4.1 7.5 5.6 0.3 11.2 11 63 74 18 11 — 21.46 (96) High
Neuberger Berman International Eq Inv NIQVX — FB WWWW 3.7 11.7 9.8 0.6 — 15 18 7 15 — — — (—)
Oakmark International I OAKIX Œ FB QQQQQ 5.9 17.9 12.2 7.0 13.0 2 1 1 1 4 — 20.32 (93) +Avg
Oakmark International Small Cap I OAKEX ´ FQ QQQ 5.1 6.7 9.4 4.5 14.2 28 80 48 6 26 — 19.90 (90) Avg
Oppenheimer International Growth A OIGAX „ FG ]QQQQQ 4.5 13.4 11.7 3.3 13.7 7 6 5 5 1 — 19.01 (95) Avg
Scout International UMBWX „ FG QQQQ 1.7 9.8 8.0 1.5 11.2 78 35 61 31 25 — 18.85 (96) Avg
T. Rowe Price International Discovery PRIDX ´ FR QQQQ 5.1 15.3 12.1 3.1 15.7 32 25 50 35 16 — 18.38 (89) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ 2.4 6.3 8.3 0.9 9.4 61 68 58 42 53 — 20.05 (93) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV QQQ 3.4 6.6 7.2 -0.8 10.0 19 65 24 21 22 — 20.53 (98) Avg
TCW International Small Cap I TGICX ´ FR NR 3.2 -5.2 — — — 75 99 — — — — — (—)
Third Avenue International Value Instl TAVIX „ FA QQQ 4.5 10.9 7.3 0.3 11.0 75 40 71 62 75 — 17.40 (89) Low
Thornburg International Value A TGVAX „ FG QQQ 2.1 5.7 6.6 -0.5 11.6 67 76 77 59 20 — 17.94 (95) -Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ 6.2 18.1 11.4 5.1 10.9 1 1 1 1 12 — 11.33 (91) Low
USAA International USIFX ´ FG QQQQ 2.8 12.0 9.4 2.6 10.8 49 23 44 15 34 — 19.83 (97) +Avg
Vanguard Developed Markets Index Admiral VDMAX Œ FB WWW 3.0 10.1 6.9 -1.0 9.4 31 25 44 42 35 — — (—)
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX „ FB WWW 1.7 6.9 6.7 -0.5 — 83 71 47 34 — — — (—)
Vanguard International Explorer Inv VINEX ´ FQ QQQ 5.2 7.9 7.9 0.6 13.2 27 66 86 60 39 — 20.44 (93) Avg
Vanguard International Growth Inv VWIGX „ FG QQQ 2.9 8.3 8.8 0.9 10.7 45 48 51 42 39 — 21.02 (94) +Avg
Vanguard International Value Inv VTRIX ´ FV [QQQ 2.3 8.9 5.9 -1.0 10.5 42 36 46 26 17 — 20.56 (98) Avg
Vanguard Tax-Managed Intl Adm VTMGX Œ FB QQQ 3.0 9.8 6.7 -1.0 9.5 31 27 47 42 33 — 20.02 (99) Avg
Vanguard Total Intl Stock Index Admiral VTIAX Œ FB WWWW 2.1 7.0 6.4 -0.9 10.3 68 69 55 40 20 — — (—)
William Blair International Growth N WBIGX ´ FG QQQ 3.0 12.3 10.5 -0.7 10.7 40 21 25 61 37 — 18.34 (92) -Avg
World Stock — 4.5 9.2 9.0 1.4 9.1 — — — — — 1.6 17.6 (88) —
American Funds Capital World G/I A CWGIX ΠQQQ 3.9 12.3 9.3 1.6 11.2 68 27 55 56 24 2.1 16.96 (96) -Avg
American Funds New Perspective A ANWPX ΠQQQQ 4.3 13.0 10.8 3.7 11.2 57 19 32 23 23 0.9 16.34 (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 4.3 9.8 6.9 -1.3 9.4
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