38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
09-30-13
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
— 15.4 22.1 8.6 8.1 9.0 — — — — — — 17.6 (90)
—
American Beacon Intl Equity Inv AAIPX
´
FV
QQQQ
16.2 24.3 9.5 6.9 8.3 29 29 16 16 25 1.9 18.33 (96)
+Avg
American Funds EuroPacific Gr A AEPGX
Œ
FB
[QQQ
11.6 17.9 6.7 7.2 9.6 64 70 65 21 12 1.5 16.18 (95)
-Avg
American Funds Intl Gr And Inc A IGAAX
Œ
FB
QQQ
11.6 19.7 9.1 — — 65 54 15 — — 2.7 14.63 (95)
Low
Artisan International Inv ARTIX
„
FB
QQQQ
16.6 23.1 13.0 9.4 9.7 10 23 1 6 11 1.0 17.77 (89)
+Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQQ
17.9 28.5 12.9 14.3
13.8
60 31 32 20 9 0.9 16.91 (73)
Avg
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
21.8 30.7
15.5
13.2 13.3
1 3 1 2 1 0.8 14.50 (91)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQQ
16.4 24.1 11.4 8.9 8.9 10 16 3 9 21 1.6 18.70 (94)
High
Columbia Acorn International Select A LAFAX
„
FR
QQQ
12.3 10.6 10.0 9.2 12.1 91 97 77 85 40 5.7 13.68 (73)
Low
Columbia Acorn International Z ACINX
„
FR
QQQQ
15.3 20.2 9.4 11.7 13.4 66 72 84 59 11 2.4 15.56 (87)
-Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQQ
17.2 27.8 8.8 8.1 10.6
7 3 20 13 6 1.8 18.18 (96)
+Avg
Fidelity Diversified International FDIVX
ˇ
FB
QQQ
15.6 21.4 8.8 5.7 8.0 18 39 19 53 38 1.3 17.09 (95)
Avg
Fidelity International Small Cap FISMX
ˇ
FR
QQQ
28.0
33.3 12.8 12.6 12.2
7 12 34 35 34 0.5 17.24 (88)
+Avg
Fidelity Spartan International Index Inv FSIIX
„
FB
QQQ
15.1 23.8 8.6 6.1 8.0 23 17 25 41 39 2.5 17.30 (99)
Avg
Fidelity® International Discovery FIGRX
´
FB
QQQQ
16.1 23.0 9.3 6.8 8.9 13 24 14 26 21 1.4 17.26 (96)
Avg
First Eagle Overseas A SGOVX
„
FB
QQQQQ
8.5 12.6 8.3 9.3 10.8 88 92 30 6 4 1.1 10.90 (88)
Low
Harbor International Instl HAINX
Œ
FB
QQQQ
11.5 20.2 9.1 7.8 11.2 66 49 15 15 3 1.8 18.04 (93)
+Avg
Harding Loevner International Eq Inv HLMNX
„
FG
[QQQ
8.7 15.8 7.8 8.4
9.4
77 67 55 31
32
0.5 15.74 (92)
-Avg
IVA International A IVIOX
„
FQ
]QQQQ
11.7 14.1 8.6 11.4 — 81 83 80 40 — 2.5 8.84 (90)
Low
Janus Overseas T JAOSX
´
FG
QQ
4.0 13.2
-5.8 3.8
10.5 95 87 97 97 10 3.1 24.74 (74)
High
Litman Gregory Masters Intl Instl MSILX
Œ
FB
QQQQ
16.4 26.6 8.2 7.1 9.7 10 6 34 22 11 0.4 18.14 (92)
+Avg
Longleaf Partners International LLINX
´
FB
QQQ
19.9 29.8 7.6 5.8
6.2
3 3 44 49 84 1.4 19.55 (87)
High
MainStay ICAP International I ICEUX
„
FV
QQQQQ
13.3 22.0 8.3 6.3 9.7 67 53 30 22 7 1.8 16.39 (95)
-Avg
Manning & Napier World Opportunities A EXWAX
Œ
FB
[QQQ
13.7 20.3 6.5 5.4 9.9 42 48 70 58 9 1.4 18.48 (93)
+Avg
Neuberger Berman International Eq Inv NIQVX
— FB
]WWWWW
13.1 17.9 8.7 8.3
—
48 70 21 12
— — — (—)
Oakmark International I OAKIX
Œ
FB
QQQQQ
23.7
40.8
13.9
14.4
11.6
1 1 1 1 1 1.7 18.35 (90)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
23.7 34.4 10.7 12.6 11.9 13 7 46 14 24 1.2 17.39 (87)
Avg
Oppenheimer International Growth A OIGAX
„
FG
QQQQQ
18.0 25.6 12.5 11.0 11.0
6 8 3 2 2 1.0 16.20 (93)
-Avg
Scout International UMBWX
„
FG
QQQ
8.7 16.4 7.5 7.2 9.7 78 57 61 53 22 1.8 16.31 (93)
-Avg
T. Rowe Price International Discovery PRIDX
— FR
QQQQ
16.5 22.8 11.2 12.1 12.4 64 61 65 48 25 0.9 15.91 (87)
Avg
T. Rowe Price International Stock Fd PRITX
„
FG
QQQ
9.4 15.5 6.9 8.0 7.8 72 71 70 40 62 1.2 17.44 (91)
Avg
T. Rowe Price Intl Gr & Inc TRIGX
ˇ
FV
[QQQ
15.1 22.3 8.2 6.6 8.5 41 48 32 19 23 2.1 17.66 (97)
Avg
E
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
14.1 21.1 9.3 7.6 — 36 41 13 17 — 1.8 17.06 (97)
Avg
TCW International Small Cap I TGICX
´
FR NR
11.1 11.5 — — — 94 94 — — — 5.3 — (—)
Third Avenue International Value Instl TAVIX
´
FA
QQQ
14.7 21.2 9.3 7.2 9.1 87 85 39 96 73 0.8 15.84 (87)
-Avg
Thornburg International Value A TGVAX
„
FG
QQQ
10.7 16.5 6.1 5.9 9.5 57 55 78 72 29 0.8 16.36 (94)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
14.2 19.9 11.5 10.8 9.5 53 70 6 2 8 1.2 10.20 (87)
Low
USAA International USIFX
´
FG
QQQQ
11.9 21.3 9.7 8.3 9.6 48 28 25 35 26 1.1 17.31 (95)
Avg
Vanguard Developed Markets Index Admiral VDMAX
Œ
FB
WWW
15.5 24.2
8.6 6.1 8.1
19 15
23 40 36
3.1 — (—)
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
WWW
9.2 16.9
6.0 6.1
— 85 78
77 41
— 3.1 — (—)
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
Q
11.5 17.3 6.1 — — 86 81 96 — — 3.0 18.45 (89)
+Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
20.9 27.6 8.3 10.2 10.6 36 30 90 71 36 2.3 17.64 (91)
Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
14.6 22.4 8.4 8.3 9.4 27 22 46 33 31 1.6 18.60 (91)
+Avg
Vanguard International Value Inv VTRIX
´
FV
QQQ
14.2 23.7 7.7 6.0 8.9 54 36 42 28 21 2.3 17.72 (97)
Avg
Vanguard Tax-Managed Intl Adm VTMGX
Œ
FB
QQQ
15.6 24.4 8.6 6.2 8.2 17 14 25 39 34 3.1 17.48 (99)
Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
WWW
9.8 17.1
5.9 5.9 8.5
82 76
79 46 31
3.2 — (—)
Virtus Foreign Opportunities A JVIAX
„
FG
QQQQ
3.8 7.4
8.6 7.1 10.1 97 96 43 56 17 1.0 14.41 (76)
Low
William Blair International Growth N WBIGX
´
FG
QQQ
10.6 17.9 7.9 8.0 8.6 59 46 52 41 44 2.7 16.23 (91)
-Avg
World Stock
— 16.1 20.1 10.3 8.1 7.8 — — — — — — 15.7 (85)
—
American Funds Capital World G/I A CWGIX
ΠQQQ
15.9 20.6 10.3 8.0 9.8 55 49 61 63 23 2.4 14.05 (95)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
16.8 21.7 12.4 10.1 9.9 46 41 29 25 21 0.9 14.07 (91)
-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
17.3 20.2 11.8 7.8 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
