(PUB) Morningstar FundInvestor - page 716

38
Morningstar 500
Morningstar
Analyst Rating
Historical Risk Historical Performance
Morningstar
Rating
Total Return %
05-31-13
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 — 7.1 27.4 11.3 -0.4 9.6 — — — — — — 19.5 (91) —
Aberdeen Select International Eq A BJBIX ˇ FB QQ 7.6 23.7 4.6 -5.8 7.2 17 79 96 94 62 0.5 18.45 (89) Avg
American Beacon Intl Equity Inv AAIPX ´ FV ]QQQQ 6.2 33.3 11.2 -0.8 8.5 43 11 24 17 29 2.1 19.34 (97) Avg
American Funds EuroPacific Gr A AEPGX ΠFB QQQQ 5.2 25.1 9.9 0.1 10.2 59 66 56 14 9 1.6 17.28 (95) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB [QQQ 5.0 27.8 11.9 — — 66 39 13 — — 2.6 15.71 (95) Low
Artisan International Inv ARTIX „ FB QQQQ 8.7 29.9 16.0 0.6 9.8 6 21 1 9 15 1.0 18.78 (90) +Avg
Artisan International Small Cap Investor ARTJX ΠFR QQQQ 13.0 39.9 18.4 3.8 15.3 29 2 14 29 9 0.9 18.22 (77) +Avg
Artisan International Value Investor ARTKX ΠFB QQQQQ 9.6 34.7 16.4 7.3 13.6 3 5 1 1 1 0.9 15.57 (93) Low
Causeway International Value Inv CIVVX ΠFV ]QQQQ 6.3 32.1 13.7 0.5 9.2 40 19 6 9 19 1.8 19.94 (95) +Avg
Columbia Acorn International Select A LAFAX „ FR QQQ 2.8 18.3 12.8 0.7 12.2 97 97 81 73 55 6.1 14.82 (76) Low
Columbia Acorn International Z ACINX „ FR QQQQ 8.5 26.4 13.5 2.8 14.2 63 73 75 44 16 1.9 16.75 (88) Avg
Dodge & Cox International Stock DODFX ΠFB QQQQ 9.0 35.7 11.5 0.4 12.0 5 4 19 10 3 2.0 19.27 (96) +Avg
Fidelity Diversified International FDIVX ˇ FB QQQ 7.4 27.6 11.0 -2.2 8.5 20 41 31 54 30 1.4 18.19 (96) Avg
Fidelity International Discovery FIGRX ´ FB QQQQ 8.3 31.7 11.9 -1.1 9.6 9 12 13 31 16 1.5 18.58 (96) +Avg
Fidelity International Small Cap FISMX ˇ FR [QQQ 13.6 32.6 15.0 2.2 13.9 21 28 59 57 21 0.6 18.23 (88) Avg
Fidelity Spartan International Index Inv FSIIX „ FB QQQ 6.5 30.7 11.0 -1.6 8.2 33 16 30 41 40 2.7 18.48 (99) Avg
First Eagle Overseas A SGOVX „ FB QQQQQ 4.0 19.5 10.4 4.4 11.7 81 95 46 2 4 1.1 11.18 (86) Low
Harbor International Instl HAINX ΠFB ]QQQQQ 5.2 25.4 12.9 -0.3 11.9 61 61 6 20 4 1.9 19.31 (94) +Avg
Harding Loevner International Eq Inv HLMNX „ FG QQQQ 3.6 24.4 11.8 1.7 9.8 79 34 46 14 30 0.5 16.61 (92) -Avg
IVA International A IVIOX „ FQ QQQ 6.1 19.3 10.5 — — 79 94 87 — — 2.6 9.23 (90) Low
Janus Overseas T JAOSX „ FG QQ 2.2 18.2 -1.7 -5.1 11.5 92 91 97 99 10 3.2 25.25 (75) High
Litman Gregory Masters Intl Instl MSILX ΠFB QQQQ 9.5 35.5 12.0 0.2 10.2 4 4 12 12 8 0.4 19.05 (93) +Avg
Longleaf Partners International LLINX ´ FB QQ 10.2 45.3 9.3 -1.2 7.0 2 1 70 31 68 1.5 20.37 (89) High
MainStay ICAP International I ICEUX „ FV QQQQ 6.3 27.9 11.4 -1.1 9.7 41 59 21 20 14 1.9 17.58 (95) -Avg
Manning & Napier World Opportunities A EXWAX ΠFB QQQQ 7.0 28.3 9.3 -0.1 10.1 27 35 70 16 12 1.5 19.62 (93) +Avg
Neuberger Berman International Eq Inv NIQVX — FB WWWW 4.2 23.1 11.5 -0.8 — 79 85 20 28 — — — (—)
Oakmark International I OAKIX ΠFB QQQQQ 13.7 48.8 15.5 7.9 11.8 1 1 2 1 4 1.9 18.92 (91) +Avg
Oakmark International Small Cap I OAKEX ´ FQ QQQ 9.5 27.7 11.1 4.2 12.4 38 60 73 13 24 1.4 18.22 (89) -Avg
Oppenheimer International Growth A OIGAX „ FG ]QQQQQ 7.9 30.1 14.9 2.9 12.0 13 7 5 2 2 1.1 17.32 (93) -Avg
Scout International UMBWX „ FG QQQQ 4.1 25.3 11.3 0.8 10.0 73 29 50 33 28 1.5 17.55 (94) Avg
T. Rowe Price International Discovery PRIDX ´ FR QQQQ 8.2 27.4 14.6 3.1 13.9 68 62 70 35 19 1.0 17.00 (87) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ 3.8 22.5 10.5 -0.3 8.1 77 62 63 51 60 1.3 18.60 (92) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV QQQ 7.2 27.2 10.9 -1.3 8.7 26 68 30 22 26 2.2 19.06 (98) Avg
TCW International Small Cap I TGICX ´ FR NR 7.2 19.4 — — — 80 92 — — — 5.5 — (—)
Third Avenue International Value Instl TAVIX ´ FA QQQ 9.1 33.1 10.9 0.7 10.6 13 19 60 50 37 0.8 16.38 (88) -Avg
Thornburg International Value A TGVAX „ FG QQQ 5.4 22.1 8.9 -0.6 10.5 40 65 82 55 20 0.9 16.86 (94) -Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ 10.2 27.3 13.3 5.4 10.2 6 67 8 1 7 1.3 10.20 (88) Low
USAA International USIFX ´ FG QQQQ 4.7 28.0 12.8 1.4 9.5 60 19 36 21 35 1.2 18.25 (95) Avg
Vanguard Developed Markets Index Admiral VDMAX Œ FB WWW 6.5 30.7 11.0 -1.6 8.3 34 16 31 43 37 3.4 — (—)
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Œ FB WWW 2.9 25.0 9.3 -1.6 — 91 67 70 41 — 3.2 — (—)
EVanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX „ FQ ]QQ 5.0 24.7 10.5 — — 85 81 90 — — 2.7 19.43 (89) +Avg
Vanguard International Explorer Inv VINEX ˇ FQ QQQ 9.9 28.2 11.1 0.9 11.5 36 56 74 60 36 2.5 18.83 (92) +Avg
Vanguard International Growth Inv VWIGX „ FG QQQ 5.7 26.7 11.7 0.1 9.5 33 27 47 46 37 1.7 19.61 (92) +Avg
Vanguard International Value Inv VTRIX ´ FV QQQ 5.6 30.4 10.0 -1.8 9.5 62 29 49 32 16 2.5 18.95 (97) Avg
Vanguard Tax-Managed Intl Adm VTMGX ΠFB [QQQ 6.6 30.8 10.9 -1.6 8.4 31 16 33 40 34 3.2 18.68 (99) +Avg
Vanguard Total Intl Stock Index Admiral VTIAX Œ FB WWWW 3.5 25.1 9.2 -2.0 9.0 87 65 71 50 25 3.1 — (—)
Virtus Foreign Opportunities A JVIAX „ FG [QQQQ 4.7 22.7 14.3 1.3 11.0 60 58 13 21 15 1.0 14.57 (76) Low
William Blair International Growth N WBIGX ´ FG QQQ 6.1 27.4 12.5 -1.0 9.7 30 24 38 63 31 2.8 17.24 (91) -Avg
World Stock — 9.9 25.8 12.1 1.3 8.1 — — — — — — 17.6 (87) —
American Funds Capital World G/I A CWGIX ΠQQQQ 9.9 28.7 13.3 1.6 10.4 57 24 41 58 19 2.5 15.50 (95) -Avg
American Funds New Perspective A ANWPX ΠQQQQ 10.4 27.7 14.4 3.9 10.3 47 35 23 22 22 1.0 14.99 (92) -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 7.9 31.6 11.0 -1.6 8.3
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