(PUB) Morningstar FundInvestor - page 812

38
Morningstar 500
Morningstar
Analyst Rating
Historical Risk Historical Performance
Morningstar
Rating
Total Return %
07-31-13
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 — 9.4 23.6 9.2 2.7 9.2 — — — — — — 18.3 (91) —
American Beacon Intl Equity Inv AAIPX ´ FV QQQQ 10.3 26.1 9.5 2.6 8.3 27 20 18 14 26 2.0 18.90 (96) +Avg
American Funds EuroPacific Gr A AEPGX ΠFB QQQQ 6.3 18.1 7.4 2.6 9.7 74 78 64 19 11 1.6 16.82 (95) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB [QQQ 6.8 20.9 9.7 — — 65 51 15 — — 2.6 15.03 (95) Low
Artisan International Inv ARTIX „ FB QQQQ 12.4 25.4 14.1 4.2 9.6 4 13 1 7 13 1.0 18.53 (90) +Avg
Artisan International Small Cap Investor ARTJX ΠFR ]QQQQQ 13.4 35.2 15.1 8.2 14.5 46 8 17 19 9 0.9 17.87 (75) Avg
Artisan International Value Investor ARTKX ΠFB QQQQQ 16.7 34.1 15.9 11.0 13.6 1 1 1 1 1 0.8 15.35 (92) Low
Causeway International Value Inv CIVVX ΠFB QQQQ 10.8 27.2 11.5 4.2 8.9 12 8 4 7 20 1.7 19.40 (94) High
Columbia Acorn International Select A LAFAX „ FR QQQ 5.4 12.3 11.0 3.3 12.2 91 97 79 76 49 6.0 14.55 (75) Low
Columbia Acorn International Z ACINX „ FR QQQQ 9.0 21.3 10.3 5.8 13.7 78 79 82 50 14 2.5 16.26 (87) Avg
Dodge & Cox International Stock DODFX ΠFB QQQQ 11.6 29.8 9.3 3.1 11.1 7 4 21 13 5 1.9 18.70 (96) +Avg
Fidelity Diversified International FDIVX ˇ FB QQQ 10.9 23.5 9.6 0.9 8.3 12 28 17 51 31 1.4 17.73 (96) Avg
Fidelity International Discovery FIGRX ´ FB QQQQ 10.9 25.7 10.1 1.8 9.2 11 11 11 30 17 1.5 18.04 (96) +Avg
Fidelity International Small Cap FISMX ˇ FR QQQ 17.5 33.5 13.5 5.6 12.9 9 15 42 53 30 0.6 18.14 (88) +Avg
Fidelity Spartan International Index Inv FSIIX „ FB QQQ 9.0 24.2 8.7 1.3 8.0 27 20 33 40 38 2.6 17.82 (99) Avg
First Eagle Overseas A SGOVX „ FB ]QQQQQ 5.0 14.7 9.1 6.6 11.4 82 92 24 3 3 1.1 11.31 (88) Low
Harbor International Instl HAINX ΠFB QQQQ 5.7 19.1 9.5 2.5 11.1 77 69 19 21 4 1.9 19.05 (94) +Avg
Harding Loevner International Eq Inv HLMNX „ FG QQQQ 3.0 14.9 8.5 4.2 9.2 83 83 57 20 35 0.5 16.43 (92) -Avg
IVA International A IVIOX „ FQ QQQ 8.0 15.8 9.4 — — 75 85 75 — — 2.6 9.15 (90) Low
Janus Overseas T JAOSX „ FG QQ -0.7 16.9 -5.4 -2.8 10.7 98 56 97 100 13 3.3 24.90 (74) High
Litman Gregory Masters Intl Instl MSILX ΠFB QQQQ 11.2 30.0 9.4 3.2 9.6 10 4 20 12 13 0.4 18.76 (93) +Avg
Longleaf Partners International LLINX ´ FB ]QQQ 11.6 36.1 8.0 1.6 5.9 7 1 47 33 87 1.5 20.32 (89) High
MainStay ICAP International I ICEUX „ FV QQQQ 8.5 21.2 9.1 1.9 9.6 53 70 22 19 9 1.9 16.94 (95) -Avg
Manning & Napier World Opportunities A EXWAX ΠFB QQQQ 9.3 22.6 7.1 2.0 10.0 24 36 69 26 8 1.5 19.27 (93) +Avg
Neuberger Berman International Eq Inv NIQVX — FB WWWW 7.6 19.9 9.6 2.8 — 54 62 17 15 — — — (—)
Oakmark International I OAKIX ΠFB QQQQQ 17.7 43.4 13.6 11.7 11.6 1 1 1 1 2 1.8 18.82 (90) +Avg
Oakmark International Small Cap I OAKEX ´ FQ QQQ 15.6 32.6 9.9 8.7 12.3 15 8 65 13 24 1.3 18.01 (87) -Avg
Oppenheimer International Growth A OIGAX „ FG QQQQQ 12.4 27.6 13.2 6.1 11.4 6 5 2 2 2 1.0 17.13 (93) Avg
Scout International UMBWX „ FG QQQQ 5.7 20.0 9.0 3.5 9.8 60 33 50 34 22 1.9 16.99 (94) -Avg
T. Rowe Price International Discovery PRIDX ´ FR QQQQ 10.0 25.5 12.2 6.2 13.1 68 65 67 41 23 1.0 16.71 (87) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ 4.2 17.0 7.7 2.5 7.8 76 55 70 51 61 1.3 17.98 (91) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV ]QQQQ 10.1 23.3 8.8 1.9 8.5 29 51 26 18 23 2.2 18.33 (98) Avg
TCW International Small Cap I TGICX ´ FR NR 3.5 13.2 — — — 95 95 — — — 5.7 — (—)
Third Avenue International Value Instl TAVIX ´ FA QQQ 9.7 23.6 9.8 3.0 9.4 57 80 37 55 63 0.8 16.39 (89) -Avg
Thornburg International Value A TGVAX „ FG QQQ 6.0 15.5 6.7 1.7 9.8 55 75 78 61 25 0.9 16.87 (94) -Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ 11.7 20.3 12.2 8.5 9.8 15 75 5 1 6 1.2 10.38 (88) Low
USAA International USIFX ´ FG QQQQ 7.3 22.9 10.4 4.3 9.5 39 20 36 17 29 1.2 17.97 (95) Avg
Vanguard Developed Markets Index Admiral VDMAX Œ FB WWW 9.0 24.4 8.7 1.3 8.0 28 18 34 40 38 3.3 — (—)
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Œ FB WWW 3.7 18.0 6.5 1.1 — 91 79 78 46 — 4.5 — (—)
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX „ FQ Q 5.2 20.2 7.3 — — 86 81 96 — — 3.5 19.22 (89) +Avg
Vanguard International Explorer Inv VINEX ˇ FQ QQQ 13.5 27.7 8.9 4.5 10.9 41 49 85 64 36 2.4 18.43 (92) Avg
Vanguard International Growth Inv VWIGX „ FG QQQ 7.9 22.0 9.3 3.3 9.2 31 24 46 41 35 1.7 19.47 (92) +Avg
Vanguard International Value Inv VTRIX ´ FV QQQ 7.9 23.9 7.8 1.1 8.7 64 42 48 34 22 2.4 18.23 (97) Avg
Vanguard Tax-Managed Intl Adm VTMGX ΠFB QQQ 9.1 24.4 8.6 1.4 8.1 26 17 34 38 36 4.6 18.03 (99) Avg
Vanguard Total Intl Stock Index Admiral VTIAX Œ FB WWW 4.2 18.3 6.4 0.8 8.5 89 76 81 53 29 4.4 — (—)
Virtus Foreign Opportunities A JVIAX „ FG QQQQ 3.0 13.1 11.6 3.5 10.8 84 92 18 33 10 1.0 14.98 (78) Low
William Blair International Growth N WBIGX ´ FG QQQ 6.8 19.9 9.1 2.0 9.0 45 34 49 57 40 2.8 16.96 (91) -Avg
World Stock — 12.5 22.7 11.2 4.2 7.8 — — — — — — 16.2 (86) —
American Funds Capital World G/I A CWGIX Π[QQQ 12.5 22.6 11.5 4.3 10.2 54 51 59 60 19 2.5 14.78 (95) -Avg
American Funds New Perspective A ANWPX ΠQQQQ 13.2 23.7 13.5 6.6 10.0 48 42 27 23 24 0.9 14.71 (92) -Avg
American Funds SMALLCAP World A SMCWX ´ QQQ 16.3 28.1 13.1 7.3 11.1 18 21 33 14 6 1.2 16.81 (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 World Index 14.1 23.2 12.7 4.3 7.6
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