(PUB) Morningstar FundInvestor - page 764

38
Morningstar 500
Morningstar
Analyst Rating
Historical Risk Historical Performance
Morningstar
Rating
Total Return %
06-30-13
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 — 4.1 18.4 10.6 0.7 9.0 — — — — — — 18.2 (91) —
American Beacon Intl Equity Inv AAIPX ´ FV QQQQ 3.2 19.7 10.7 0.6 8.0 41 22 22 15 26 2.2 19.41 (97) Avg
American Funds EuroPacific Gr A AEPGX ΠFB QQQQ 2.0 15.5 9.1 1.1 9.6 63 61 62 15 9 1.6 17.41 (95) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB ]QQQQ 2.8 18.4 11.7 — — 50 24 9 — — 2.7 15.75 (96) Low
Artisan International Inv ARTIX „ FB QQQQ 6.0 20.4 15.2 2.1 9.3 6 12 1 8 13 1.1 18.88 (90) +Avg
Artisan International Small Cap Investor ARTJX ΠFR QQQQ 8.5 30.5 17.1 5.5 14.4 36 7 14 17 9 0.9 18.46 (77) +Avg
Artisan International Value Investor ARTKX ΠFB QQQQQ 8.8 26.6 16.4 9.0 13.1 1 2 1 1 1 0.9 15.55 (93) Low
Causeway International Value Inv CIVVX ΠFB QQQQ 4.0 20.2 13.0 2.3 8.7 25 13 3 8 21 1.8 20.02 (94) High
Columbia Acorn International Select A LAFAX „ FR QQQ 1.7 12.6 12.1 1.1 12.0 91 94 82 75 49 6.2 14.87 (76) Low
Columbia Acorn International Z ACINX „ FR QQQQ 5.9 18.4 12.4 4.0 13.6 61 77 79 44 14 2.6 16.87 (89) Avg
Dodge & Cox International Stock DODFX ΠFB QQQQ 5.4 23.5 11.0 1.6 11.3 9 4 21 11 3 2.1 19.36 (96) +Avg
Fidelity Diversified International FDIVX ˇ FB QQQ 4.9 18.3 10.9 -1.1 8.0 14 26 21 56 32 1.5 18.20 (96) Avg
Fidelity International Discovery FIGRX ´ FB QQQQ 4.9 20.4 11.6 -0.2 9.0 14 12 10 36 16 1.6 18.64 (96) +Avg
Fidelity International Small Cap FISMX ˇ FR QQQ 11.2 26.0 14.2 3.1 13.0 14 23 57 58 28 0.6 18.32 (88) Avg
Fidelity Spartan International Index Inv FSIIX „ FB QQQ 3.4 18.6 10.6 -0.4 7.7 31 22 30 40 39 2.7 18.55 (99) Avg
First Eagle Overseas A SGOVX „ FB [QQQQ 1.6 11.4 9.2 5.1 11.2 69 92 58 3 3 1.1 11.33 (87) Low
Harbor International Instl HAINX ΠFB [QQQQ 0.4 14.2 11.0 0.7 11.0 83 75 20 21 5 2.0 19.59 (94) +Avg
Harding Loevner International Eq Inv HLMNX „ FG QQQQ -0.7 13.2 10.0 2.6 9.3 84 49 54 15 29 0.5 16.88 (93) -Avg
IVA International A IVIOX „ FQ QQQ 5.6 13.9 10.0 — — 60 84 87 — — 2.6 9.27 (90) Low
Janus Overseas T JAOSX „ FG QQ -3.5 8.7 -3.4 -3.7 10.8 98 93 97 97 6 3.4 25.47 (75) High
Litman Gregory Masters Intl Instl MSILX ΠFB QQQQ 4.8 23.8 10.7 1.0 9.3 15 4 26 17 13 0.4 19.27 (93) +Avg
Longleaf Partners International LLINX ´ FB QQ 6.1 27.3 8.6 -0.1 6.0 6 1 70 33 79 1.6 20.47 (89) High
MainStay ICAP International I ICEUX „ FV QQQQ 3.5 18.8 11.0 0.3 9.2 34 28 19 20 8 2.0 17.64 (95) -Avg
Manning & Napier World Opportunities A EXWAX ΠFB QQQQ 3.7 17.4 8.4 0.8 9.7 26 38 74 20 8 1.6 19.73 (94) +Avg
Neuberger Berman International Eq Inv NIQVX — FB WWWW 1.9 14.9 11.0 0.5 — 64 68 21 24 — — — (—)
Oakmark International I OAKIX ΠFB QQQQQ 9.3 34.6 14.4 9.9 11.1 1 1 2 1 4 1.9 19.11 (91) +Avg
Oakmark International Small Cap I OAKEX ´ FQ QQQ 7.2 20.8 10.5 6.3 11.8 36 55 74 13 24 1.4 18.29 (88) -Avg
Oppenheimer International Growth A OIGAX „ FG QQQQQ 6.1 22.0 14.0 4.3 10.9 12 5 5 1 2 1.1 17.40 (93) -Avg
Scout International UMBWX „ FG QQQQ 1.5 16.9 10.8 1.8 9.6 48 28 43 33 19 1.9 17.63 (94) Avg
T. Rowe Price International Discovery PRIDX ´ FR QQQQ 5.5 19.9 13.6 4.4 13.2 67 61 69 37 18 1.0 17.13 (88) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ -0.3 12.5 9.7 0.9 7.5 79 63 59 47 60 1.3 18.74 (92) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV QQQ 3.9 16.6 10.6 0.0 8.1 28 54 23 23 23 2.3 19.10 (98) Avg
TCW International Small Cap I TGICX ´ FR NR 0.7 10.6 — — — 97 98 — — — 5.9 — (—)
Third Avenue International Value Instl TAVIX ´ FA QQQ 5.3 21.4 10.3 1.3 9.5 46 29 60 48 63 0.8 16.51 (88) -Avg
Thornburg International Value A TGVAX „ FG QQQ 0.8 12.5 7.5 0.1 9.5 61 62 86 60 23 0.9 17.11 (94) -Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ 7.3 18.4 12.3 7.1 9.7 8 32 10 1 7 1.3 10.42 (88) Low
USAA International USIFX ´ FG QQQQ 1.5 16.8 11.7 2.6 9.0 48 29 34 16 31 1.2 18.41 (95) Avg
Vanguard Developed Markets Index Admiral VDMAX Œ FB WWW 3.5 18.5 10.6 -0.4 7.8 29 23 30 40 37 3.5 — (—)
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Œ FB WWW -0.8 13.5 8.4 -0.5 — 91 81 74 42 — 4.7 — (—)
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX „ FQ [Q -0.2 14.0 8.7 — — 86 83 96 — — 3.7 19.72 (89) +Avg
Vanguard International Explorer Inv VINEX ˇ FQ QQQ 7.6 20.8 10.3 2.1 10.8 34 53 81 61 36 2.6 18.91 (92) +Avg
Vanguard International Growth Inv VWIGX „ FG QQQ 0.8 15.2 10.3 1.1 8.8 59 36 50 46 38 1.8 19.85 (92) +Avg
Vanguard International Value Inv VTRIX ´ FV QQQ 2.1 18.6 9.7 -0.6 8.7 63 31 40 34 16 2.6 19.02 (97) Avg
Vanguard Tax-Managed Intl Adm VTMGX ΠFB QQQ 3.5 18.5 10.5 -0.4 7.9 28 23 32 39 35 4.9 18.76 (99) Avg
Vanguard Total Intl Stock Index Admiral VTIAX Œ FB [WWW -0.4 13.6 8.3 -0.9 8.3 88 80 77 49 27 4.6 — (—)
Virtus Foreign Opportunities A JVIAX „ FG QQQQ -0.6 11.2 11.7 1.7 10.3 82 81 33 33 11 1.1 15.00 (77) Low
William Blair International Growth N WBIGX ´ FG QQQ 2.0 17.1 10.6 -0.1 8.9 36 25 46 63 34 2.9 17.48 (92) -Avg
World Stock — 7.3 18.0 12.2 2.6 7.6 — — — — — — 16.3 (86) —
American Funds Capital World G/I A CWGIX ΠQQQQ 7.4 19.3 13.2 2.9 9.8 55 37 48 56 20 2.6 15.51 (95) -Avg
American Funds New Perspective A ANWPX ΠQQQQ 7.9 19.6 14.4 5.0 9.8 47 34 27 25 21 1.0 15.00 (92) -Avg
American Funds SMALLCAP World A SMCWX ´ QQQ 10.3 21.8 13.6 5.4 11.0 19 21 39 20 5 1.2 16.96 (80) 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 4.1 18.6 10.0 -0.6 7.7
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