(PUB) Morningstar FundInvestor - page 90

38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
01-31-14
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 — -3.5 13.7 6.2 16.3 7.4 — — — — — — 16.8 (91) —
American Beacon Intl Equity Inv AAIPX ´ FV QQQQ -4.6 14.2 6.7 14.6 6.6 73 27 18 23 30 1.2 17.41 (95) Avg
American Funds EuroPacific Gr A AEPGX ΠFB ]QQQQ -4.1 11.1 5.7 14.7 8.2 28 35 29 26 13 1.0 15.85 (97) -Avg
American Funds Intl Gr And Inc A IGAAX Œ FB QQQQ -4.2 9.7 7.4 14.8 — 32 53 10 23 — 2.6 14.20 (95) Low
Artisan International Inv ARTIX „ FB QQQQQ -5.1 13.4 10.7 18.3 8.0 74 17 1 5 16 1.0 17.58 (92) +Avg
Artisan International Small Cap Investor ARTJX ΠFR ]QQQQQ -2.1 21.5 13.5 24.2 12.5 38 40 10 20 9 0.4 16.81 (83) +Avg
Artisan International Value Investor ARTKX ΠFB QQQQQ -3.1 20.6 12.7 20.3 11.5 7 1 1 3 1 1.7 13.95 (90) Low
Causeway International Value Inv CIVVX ΠFB QQQQ -4.3 15.5 7.9 17.4 7.1 39 10 8 5 29 0.9 17.65 (93) +Avg
Columbia Acorn International Select A LAFAX „ FR ]QQQ -1.8 12.4 7.0 16.0 10.1 29 76 78 96 36 1.3 13.10 (75) Low
Columbia Acorn International Z ACINX „ FR QQQQ -3.8 13.4 7.4 19.8 11.5 66 67 74 62 11 2.5 15.26 (92) Avg
Dodge & Cox International Stock DODFX ΠFB QQQQ -4.3 15.1 6.9 18.6 9.0 40 12 15 4 6 1.7 17.68 (96) +Avg
Fidelity Diversified International FDIVX ˇ FB QQQQ -4.5 15.4 6.8 14.7 6.7 46 11 16 27 35 0.9 16.74 (95) Avg
Fidelity International Small Cap FISMX ˇ FR QQQ -2.8 26.6 9.3 20.9 10.3 41 7 40 37 31 0.4 16.64 (88) +Avg
Fidelity Spartan International Index Inv FSIIX „ FB QQQ -4.5 11.5 5.8 14.0 6.3 45 28 27 41 44 2.5 16.64 (96) Avg
Fidelity International Discovery FIGRX ´ FB QQQQ -5.0 14.7 7.0 14.7 7.2 71 13 15 24 27 1.2 16.86 (95) +Avg
First Eagle Overseas A SGOVX „ FB QQQQ -1.2 8.3 6.0 12.4 9.6 1 68 23 78 3 2.0 10.41 (92) Low
Harbor International Institutional HAINX ΠFB QQQQ -4.9 7.9 5.6 16.3 9.2 68 71 34 10 4 2.2 17.33 (96) +Avg
Harding Loevner International Eq Inv HLMNX „ FG QQQQ -7.0 4.1 4.2 16.1 7.6 100 82 68 27 26 0.5 15.84 (94) -Avg
IVA International A IVIOX „ FQ QQ -0.9 11.5 7.2 12.7 — 13 82 63 96 — 2.4 8.40 (89) Low
Janus Overseas T JAOSX ´ FB QQ -6.2 0.4 -7.8 11.3 8.6 98 97 99 90 9 4.1 24.84 (82) High
Litman Gregory Masters Intl Instl MSILX ΠFB QQQQ -4.0 11.2 4.6 15.6 7.6 26 34 58 14 20 1.1 17.71 (95) +Avg
Longleaf Partners International LLINX ´ FB QQ -2.1 16.1 5.9 12.4 5.6 2 8 27 79 63 0.3 19.12 (86) High
MainStay ICAP International I ICEUX „ FV QQQQ -4.0 11.8 5.6 13.0 7.7 42 47 33 51 11 1.1 15.49 (95) -Avg
Manning & Napier World Opportunities A EXWAX ΠFB QQQ -4.4 8.1 3.4 13.3 7.9 44 70 78 60 18 1.2 18.08 (94) +Avg
Neuberger Berman International Eq Inv NIQVX ´ FB WWWW -4.8 9.2 5.6 15.4 — 63 58 33 15 — 0.9 — (—)
Oakmark International I OAKIX ΠFB QQQQQ -3.5 16.8 10.5 22.6 9.8 12 6 1 1 2 1.7 17.93 (86) High
Oakmark International Small Cap I OAKEX ´ FQ QQQ -2.6 18.4 6.9 22.9 9.6 46 67 70 10 24 3.3 16.53 (86) Avg
Oppenheimer International Growth A OIGAX „ FG QQQQ -5.5 13.7 9.6 18.2 8.7 68 11 6 12 2 0.8 15.53 (93) -Avg
Scout International UMBWX ´ FG QQQ -5.0 4.7 4.0 14.3 8.1 47 77 70 56 15 1.2 15.95 (95) -Avg
T. Rowe Price International Discovery PRIDX ´ FR QQQQ -1.6 18.3 10.1 21.9 11.0 17 59 34 26 24 1.1 15.17 (90) Avg
T. Rowe Price International Stock Fd PRITX „ FG QQQ -5.2 5.0 4.1 16.7 6.1 52 75 69 21 54 1.0 17.09 (96) Avg
T. Rowe Price Intl Gr & Inc TRIGX ˇ FV QQQQ -3.2 14.0 6.0 15.7 7.1 21 27 28 12 20 2.3 16.72 (96) Avg
T. Rowe Price Overseas Stock TROSX ´ FB QQQQ -4.2 12.5 6.7 16.0 — 36 21 17 11 — 2.0 16.38 (97) Avg
TCW International Small Cap I TGICX ´ FR NR -1.4 13.9 — — — 15 64 — — — 0.9 — (—)
Third Avenue International Value Instl TAVIX ´ FA [QQ -4.3 11.4 4.5 14.1 7.3 98 96 63 94 79 1.3 15.15 (92) -Avg
Thornburg International Value A TGVAX „ FG QQ -6.5 3.0 2.3 12.2 7.4 95 90 87 86 31 0.8 16.26 (94) Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ -2.8 11.1 9.5 16.6 8.0 13 56 6 6 8 1.2 9.85 (83) Low
USAA International USIFX ´ FG [QQQ -5.7 7.7 6.6 15.0 7.7 82 62 38 47 24 0.8 16.88 (95) Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Œ FB WWW -5.1 5.3 3.1 14.2 — 75 90 82 35 — 2.8 — (—)
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX „ FQ QQ -2.2 10.7 3.5 — — 31 86 95 — — 2.6 17.55 (94) +Avg
Vanguard International Explorer Inv VINEX ˇ FQ QQQ -2.2 21.3 6.2 19.1 9.3 33 23 85 65 36 2.3 16.70 (93) Avg
Vanguard International Growth Inv VWIGX „ FG QQQ -5.7 11.1 6.3 17.1 7.8 79 35 44 20 21 1.5 18.38 (96) High
Vanguard International Value Inv VTRIX ´ FV [QQQ -5.2 11.5 5.4 13.8 7.0 91 51 39 34 23 2.0 17.36 (97) Avg
Vanguard Tax-Managed Intl Adm VTMGX ΠFB QQQ -4.6 11.5 5.7 14.0 6.4 51 28 30 40 40 2.7 16.79 (96) Avg
Vanguard Total Intl Stock Index Admiral VTIAX ΠFB QQ -4.8 6.1 3.2 13.8 6.6 62 84 81 47 37 2.8 16.84 (98) Avg
Virtus Foreign Opportunities A JVIAX „ FG QQQ -4.0 -2.8 8.4 12.7 8.2 15 98 15 77 10 0.7 13.80 (84) Low
William Blair International Growth N WBIGX ´ FG QQQ -4.2 10.4 6.8 17.3 7.3 29 42 34 17 34 1.1 15.94 (95) Avg
World Stock — -3.4 15.2 8.3 16.2 6.6 — — — — — — 14.8 (86) —
American Funds Capital World G/I A CWGIX Π]QQQQ -3.2 16.2 9.5 16.1 8.5 39 42 42 55 25 2.3 13.59 (94) -Avg
American Funds New Perspective A ANWPX ΠQQQQ -3.9 16.4 10.6 18.0 8.6 63 40 26 32 20 0.8 13.78 (92) -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 -3.7 16.1 9.3 16.3 6.4
MSCI EAFE NR USD -4.0 11.9 5.9 13.8 6.3
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