(PUB) Morningstar FundInvestor - page 860

38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
08-31-13
Total Return %
Category Rank
12-
Mo
Yld
%
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
Historical Performance Historical Risk
Foreign Stock — 7.7 18.3 9.8 3.3 8.6 — — — — — — 17.6 (90) —
American Beacon Intl Equity Inv AAIPX ´ FV QQQQ 8.6 20.2 10.4 3.0 7.8 24 19 16 14 26 2.0 18.73 (96) +Avg
American Funds EuroPacific Gr A AEPGX ΠFB QQQQ 4.4 14.3 7.8 3.3 9.1 66 65 63 16 12 1.6 16.74 (95) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB QQQ 4.4 15.0 9.9 — — 68 58 19 — — 2.6 15.00 (95) Low
Artisan International Inv ARTIX „ FB QQQQ 9.2 19.1 14.5 4.6 9.2 7 14 1 7 11 1.0 18.44 (90) +Avg
Artisan International Small Cap Investor ARTJX ΠFR [QQQQ 12.1 30.0 15.2 9.0 13.8 35 7 19 19 9 0.9 17.86 (75) Avg
Artisan International Value Investor ARTKX ΠFB QQQQQ 15.9 27.6 17.1 10.3 13.2 1 1 1 1 1 0.8 15.11 (92) Low
Causeway International Value Inv CIVVX ΠFB QQQQ 8.9 20.9 12.6 4.6 8.4 9 9 3 8 21 1.8 19.18 (94) High
Columbia Acorn International Select A LAFAX „ FR QQQ 6.6 9.8 11.7 4.5 11.9 86 97 80 74 35 5.9 14.51 (74) Low
Columbia Acorn International Z ACINX „ FR QQQQ 7.6 16.4 10.6 6.7 13.1 67 73 84 42 11 2.6 16.21 (87) Avg
Dodge & Cox International Stock DODFX ΠFB QQQQ 8.4 22.3 9.7 3.2 10.0 13 5 22 17 6 2.0 18.62 (96) +Avg
Fidelity Diversified International FDIVX ˇ FB QQQ 7.8 17.1 10.0 1.2 7.6 19 36 17 57 37 1.4 17.66 (95) Avg
Fidelity International Small Cap FISMX ˇ FR QQQ 17.4 29.2 14.2 6.9 12.0 11 13 37 40 32 0.6 18.07 (88) +Avg
Fidelity Spartan International Index Inv FSIIX „ FB QQQ 7.2 18.6 9.4 1.9 7.6 27 18 27 41 38 2.6 17.70 (99) Avg
Fidelity® International Discovery FIGRX ´ FB QQQQ 7.9 18.3 10.6 2.3 8.5 18 21 11 30 18 1.5 17.93 (96) +Avg
First Eagle Overseas A SGOVX „ FB QQQQQ 4.0 11.3 9.2 6.7 10.8 72 89 32 3 3 1.1 11.29 (88) Low
Harbor International Instl HAINX ΠFB QQQQ 4.6 16.0 10.8 3.5 10.6 63 47 9 14 4 1.9 18.81 (94) +Avg
Harding Loevner International Eq Inv HLMNX „ FG QQQQ 1.1 10.7 8.9 4.5 8.7 89 83 57 23 35 0.5 16.35 (92) -Avg
IVA International A IVIOX „ FQ QQQ 7.3 11.8 9.3 — — 75 85 87 — — 2.6 9.16 (90) Low
Janus Overseas T JAOSX ´ FG QQ -4.5 12.8 -5.4 -3.0 9.7 98 55 97 100 16 3.4 24.90 (74) High
Litman Gregory Masters Intl Instl MSILX ΠFB QQQQ 9.1 23.3 9.5 3.2 9.2 7 4 25 19 11 0.4 18.74 (93) +Avg
Longleaf Partners International LLINX ´ FB QQQ 13.9 29.1 9.5 2.6 5.6 1 1 26 25 85 1.5 20.27 (88) High
MainStay ICAP International I ICEUX „ FV ]QQQQQ 7.0 18.0 9.5 2.3 9.3 44 41 27 18 5 1.9 16.89 (95) -Avg
Manning & Napier World Opportunities A EXWAX ΠFB QQQQ 6.5 15.0 7.8 1.4 9.3 38 58 62 52 9 1.5 19.12 (93) +Avg
Neuberger Berman International Eq Inv NIQVX — FB WWWW 5.7 13.7 9.7 2.9 — 49 72 21 22 — — — (—)
Oakmark International I OAKIX ΠFB QQQQQ 15.6 35.6 14.6 10.7 11.1 1 1 1 1 1 1.8 18.60 (90) +Avg
Oakmark International Small Cap I OAKEX ´ FQ QQQ 15.2 28.8 11.5 7.8 11.6 13 8 54 13 24 1.3 17.72 (87) -Avg
Oppenheimer International Growth A OIGAX „ FG QQQQQ 10.9 21.7 14.1 6.3 10.6 6 6 2 2 1 1.1 16.95 (93) Avg
Scout International UMBWX „ FG [QQQ 2.2 12.8 8.9 3.4 9.1 72 54 57 44 26 1.9 17.00 (93) -Avg
T. Rowe Price International Discovery PRIDX — FR QQQQ 8.7 19.7 12.6 6.8 12.4 64 59 70 41 25 1.0 16.64 (87) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ 2.0 11.5 7.9 3.0 7.3 77 74 71 52 61 1.3 17.94 (91) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV QQQQ 8.1 18.2 9.5 2.4 8.1 28 37 27 18 23 2.2 18.21 (98) Avg
TCW International Small Cap I TGICX ´ FR NR 2.4 10.3 — — — 95 94 — — — 5.8 — (—)
Third Avenue International Value Instl TAVIX ´ FA QQQ 9.4 21.6 10.5 3.1 9.0 43 38 39 81 63 0.8 16.29 (89) -Avg
Thornburg International Value A TGVAX „ FG QQQ 3.9 12.6 7.1 2.3 9.0 58 57 80 62 27 0.9 16.81 (94) -Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ 10.4 17.0 12.1 7.8 9.3 13 55 7 1 6 1.3 10.39 (88) Low
USAA International USIFX ´ FG QQQQ 4.9 17.3 11.0 4.6 9.2 47 23 32 19 24 1.2 17.85 (95) Avg
Vanguard Developed Markets Index Admiral VDMAX Œ FB WWW 7.4 18.8 9.5 1.9 7.6 22 16 25 38 35 3.4 — (—)
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Œ FB WWW 1.9 13.0 7.1 1.8 — 88 79 78 43 — 4.6 — (—)
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX „ FQ Q 3.8 14.7 7.6 — — 86 79 96 — — 3.6 19.18 (89) +Avg
Vanguard International Explorer Inv VINEX ˇ FQ QQQ 12.7 23.3 9.7 5.1 10.4 38 37 83 69 36 2.4 18.33 (91) Avg
Vanguard International Growth Inv VWIGX „ FG QQQ 6.0 17.5 9.9 3.8 8.7 34 20 44 37 34 1.7 19.38 (92) +Avg
Vanguard International Value Inv VTRIX ´ FV QQQ 6.2 19.2 8.5 1.8 8.2 57 27 45 29 21 2.5 18.10 (97) Avg
Vanguard Tax-Managed Intl Adm VTMGX ΠFB QQQ 7.5 18.9 9.5 2.0 7.7 22 15 27 38 33 4.7 17.88 (99) Avg
Vanguard Total Intl Stock Index Admiral VTIAX Œ FB WWW 2.4 13.2 6.9 1.5 8.0 86 77 80 49 28 4.5 — (—)
Virtus Foreign Opportunities A JVIAX „ FG QQQQ -0.2 6.6 10.4 3.3 10.1 93 95 36 46 9 1.1 15.16 (78) Low
William Blair International Growth N WBIGX ´ FG QQQ 3.7 14.1 9.3 2.8 8.3 61 43 52 54 41 2.9 16.92 (91) -Avg
World Stock — 10.2 17.2 11.7 4.2 7.3 — — — — — — 15.7 (85) —
American Funds Capital World G/I A CWGIX ΠQQQ 10.2 17.8 11.8 4.5 9.5 51 47 61 56 17 2.5 14.71 (95) -Avg
American Funds New Perspective A ANWPX ΠQQQQ 10.0 17.3 13.7 6.6 9.3 53 50 31 20 23 1.0 14.67 (91) -Avg
American Funds SMALLCAP World A SMCWX ´ QQQ 14.4 22.6 13.6 7.6 10.2 17 19 32 11 8 1.2 16.71 (79) Avg
Morningstar 500 International Equity
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
Categories
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