(PUB) Morningstar FundInvestor - page 668

38
Morningstar 500
Morningstar
Analyst Rating
Historical Risk Historical Performance
Morningstar
Rating
Total Return %
04-30-13
Total Return %
Category Rank
12-
Mo
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
Foreign Stock — 8.8 15.7 7.9 0.4 10.5 — — — — — 1.8 19.5 (91) —
American Beacon Intl Equity Inv AAIPX ´ FV QQQ 6.6 18.4 6.8 -0.7 9.3 73 28 36 23 30 2.1 20.68 (98) Avg
American Funds EuroPacific Gr A AEPGX ΠFB QQQQ 6.4 13.4 6.5 0.6 10.8 76 69 56 14 9 1.6 18.37 (96) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB QQQQ 7.5 18.9 9.1 — — 59 18 8 — — 2.5 16.70 (96) Low
Artio International Equity A BJBIX ˇ FB QQ 9.4 12.1 1.2 -5.2 8.1 21 85 96 94 63 0.5 19.55 (91) Avg
Artisan International Inv ARTIX „ FB QQQQ 9.3 18.9 12.2 1.3 10.5 22 18 2 10 14 1.0 19.88 (91) +Avg
Artisan International Small Cap Investor ARTJX ΠFR QQQQ 10.1 25.2 13.2 3.5 15.8 66 3 16 44 12 0.9 19.50 (81) Avg
Artisan International Value Investor ARTKX ΠFB QQQQQ 9.4 23.1 12.4 7.5 14.6 21 5 2 1 1 0.9 16.82 (94) Low
Causeway International Value Inv CIVVX ΠFV [QQQ 5.3 17.3 8.4 0.4 10.0 90 41 12 8 20 1.8 21.46 (96) High
Columbia Acorn International Select A LAFAX „ FR QQQ 6.5 14.7 10.9 2.1 13.5 96 85 68 74 41 5.9 15.54 (79) Low
Columbia Acorn International Z ACINX „ FR QQQQ 10.6 16.6 10.4 3.6 15.4 61 71 75 43 16 1.9 17.84 (90) Avg
Dodge & Cox International Stock DODFX ΠFB QQQQ 7.9 18.7 6.8 0.4 12.6 51 21 51 18 4 2.0 20.57 (97) +Avg
Fidelity Diversified International FDIVX ˇ FB QQQ 9.3 17.2 7.6 -1.4 9.5 22 34 32 57 28 1.4 19.32 (96) Avg
Fidelity International Discovery FIGRX ´ FB QQQQ 10.3 20.5 8.5 -0.3 10.6 8 7 15 30 13 1.5 19.72 (96) Avg
Fidelity International Small Cap FISMX ˇ FR ]QQQQ 15.9 19.5 11.4 3.6 15.1 5 38 53 41 18 0.6 19.45 (89) Avg
Fidelity Spartan International Index Inv FSIIX „ FB QQQ 9.6 19.4 7.7 -0.9 9.2 19 13 29 43 37 2.6 19.67 (99) Avg
First Eagle Overseas A SGOVX „ FB QQQQQ 6.3 13.3 8.8 5.1 12.7 78 72 11 2 3 1.1 11.80 (88) Low
Harbor International Growth Inv HIIGX ˇ FG QQ 6.4 9.0 6.5 -2.7 8.0 46 81 73 84 77 5.4 19.12 (90) Avg
Harbor International Instl HAINX ΠFB QQQQ 5.7 12.9 8.6 0.3 12.6 87 76 13 20 4 1.9 20.61 (95) +Avg
Harding Loevner International Eq Inv HLMNX „ FG QQQQ 5.1 14.2 8.7 2.4 10.4 72 36 48 17 33 0.5 17.64 (93) -Avg
IVA International A IVIOX „ FQ QQQ 8.1 14.2 9.0 — — 72 60 52 — — 2.6 9.91 (91) Low
Janus Overseas T JAOSX „ FG QQ 3.4 3.3 -4.4 -5.2 12.5 95 96 97 100 10 3.2 25.80 (75) High
Litman Gregory Masters Intl Instl MSILX ΠFB [QQQQ 9.3 19.6 7.8 0.5 10.8 23 12 28 17 11 0.4 20.24 (94) +Avg
Longleaf Partners International LLINX ´ FB QQ 10.2 25.4 4.9 -1.1 7.8 11 3 83 47 68 1.5 21.59 (90) High
MainStay ICAP International I ICEUX „ FV QQQQ 7.7 17.1 7.8 -0.4 10.6 55 45 19 18 14 1.9 18.75 (96) -Avg
Manning & Napier World Opportunities A EXWAX ΠFB QQQQ 6.3 12.3 4.2 0.0 10.5 77 83 88 24 15 1.5 21.17 (95) High
Neuberger Berman International Eq Inv NIQVX — FB WWWW 6.2 13.9 8.6 0.2 — 78 64 13 20 — — — (—)
Oakmark International I OAKIX ΠFB QQQQQ 11.3 29.3 10.9 7.2 12.4 5 2 3 1 5 1.9 19.94 (93) +Avg
Oakmark International Small Cap I OAKEX ´ FQ QQQ 9.2 10.9 7.1 4.4 13.4 57 84 81 6 32 1.4 19.31 (90) -Avg
Oppenheimer International Growth A OIGAX „ FG QQQQ 8.5 17.1 10.9 3.3 13.2 24 11 13 3 1 1.1 18.59 (94) Avg
Scout International UMBWX „ FG QQQQ 5.7 14.0 8.0 1.6 10.7 55 38 54 32 28 1.5 18.64 (95) Avg
T. Rowe Price International Discovery PRIDX ´ FR QQQQ 9.1 16.1 11.0 3.6 15.1 75 78 67 39 19 1.0 18.18 (89) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ 4.9 11.1 7.1 0.4 8.8 74 52 64 51 62 1.3 19.59 (93) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV QQQ 8.7 15.0 7.1 -0.7 9.7 42 71 31 24 24 2.2 20.28 (98) Avg
TCW International Small Cap I TGICX ´ FR NR 8.5 7.3 — — — 85 98 — — — 5.5 — (—)
Third Avenue International Value Instl TAVIX Under Review FA QQQ 8.9 19.7 7.4 0.6 11.2 67 20 46 61 63 0.8 17.38 (90) Low
Thornburg International Value A TGVAX „ FG QQQ 5.7 10.1 5.8 -0.5 11.0 55 69 81 62 23 0.9 17.68 (95) -Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ 9.9 20.0 10.8 5.4 10.7 21 17 6 1 10 1.3 11.08 (90) Low
USAA International USIFX ´ FG ]QQQQ 5.3 14.5 8.7 2.0 10.1 67 35 47 28 38 1.2 19.54 (96) +Avg
Vanguard Developed Markets Index Admiral VDMAX Œ FB WWW 9.8 19.7 7.8 -0.8 9.3 15 10 27 40 34 3.3 — (—)
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Œ FB WWW 6.1 14.6 6.3 -0.6 — 82 56 60 37 — 3.1 — (—)
Vanguard International Explorer Inv VINEX ˇ FQ QQQ 10.5 13.7 6.8 1.4 12.7 35 68 92 57 47 2.5 20.16 (93) +Avg
Vanguard International Growth Inv VWIGX „ FG QQQ 5.9 12.5 7.8 0.6 10.1 52 43 56 48 40 1.7 20.69 (93) +Avg
Vanguard International Value Inv VTRIX ´ FV QQQ 7.1 17.5 6.0 -1.2 10.3 65 39 52 35 17 2.5 20.28 (98) Avg
Vanguard Tax-Managed Intl Adm VTMGX ΠFB ]QQQQ 9.9 19.6 7.7 -0.7 9.4 13 11 29 39 31 3.1 19.85 (99) +Avg
Vanguard Total Intl Stock Index Admiral VTIAX Œ FB WWWW 6.6 14.6 6.2 -1.1 10.0 73 55 62 47 20 3.1 — (—)
Virtus Foreign Opportunities A JVIAX „ FG QQQQQ 8.4 16.5 13.1 2.3 12.0 26 17 1 18 15 0.9 14.99 (78) Low
William Blair International Growth N WBIGX ´ FG QQQ 7.8 16.1 9.7 -0.3 10.6 33 24 31 60 30 2.8 18.09 (92) -Avg
World Stock — 9.4 14.4 8.5 1.7 8.8 — — — — — 1.2 17.6 (87) —
American Funds Capital World G/I A CWGIX Π]QQQQ 10.4 19.1 9.5 2.1 11.1 38 19 42 54 19 2.5 16.79 (96) Avg
American Funds New Perspective A ANWPX ΠQQQQ 9.1 16.0 10.5 4.1 10.9 67 39 25 23 25 1.0 16.08 (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 10.6 19.4 7.4 -0.9 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