38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
10-31-13
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
— 19.1 25.0 8.4 14.5 8.6 — — — — — — 17.0 (91)
—
American Beacon Intl Equity Inv AAIPX
´
FV
QQQQ
20.5 27.7 9.3 12.8 8.1 29 26 17 20 29 1.8 18.30 (94)
+Avg
American Funds EuroPacific Gr A AEPGX
Œ
FB
QQQ
15.7 22.2 6.9 12.9 9.3 57 60 56 22 13 1.5 16.21 (97)
-Avg
American Funds Intl Gr And Inc A IGAAX
Œ
FB
]QQQQ
15.1 22.3 8.7 13.8 — 65 57 17 13 — 2.6 14.56 (95)
Low
Artisan International Inv ARTIX
„
FB
]QQQQQ
20.5 27.6 12.3 16.0 9.5 11 13 1 6 11 0.9 17.65 (91)
+Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
]QQQQQ
23.5 31.6 13.3
22.1 13.5
42 31 11 19 9 0.8 16.99 (82)
Avg
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
25.4 33.7
15.0
18.2 13.0
1 2 1 3 1 0.8 14.42 (90)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQQ
20.0 26.4 10.6 15.5 8.7 13 23 5 7 23 1.6 18.58 (92)
High
Columbia Acorn International Select A LAFAX
„
FR
QQQ
14.5 12.4 9.8 14.8 11.5 93 93 70 93 36 5.6 13.66 (77)
Low
Columbia Acorn International Z ACINX
„
FR
QQQQ
18.8 23.3 9.3 18.4 12.9 66 71 75 58 11 2.3 15.55 (92)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQQ
22.5 31.5 8.7 15.4 10.5
6 3 17 7 4 1.7 18.17 (96)
+Avg
Fidelity Diversified International FDIVX
ˇ
FB
QQQ
19.9 25.7 8.7 12.2 7.9 14 30 17 38 38 1.3 17.07 (96)
Avg
Fidelity International Small Cap FISMX
ˇ
FR
QQQ
31.1
36.6 11.9 19.8 11.6
7 7 34 28 35 0.5 17.13 (88)
Avg
Fidelity Spartan International Index Inv FSIIX
„
FB
QQQ
18.9 26.6 8.4 11.8 7.7 22 20 23 45 41 2.4 17.27 (96)
Avg
Fidelity® International Discovery FIGRX
´
FB
QQQQ
20.4 27.0 9.0 12.6 8.7 11 16 13 30 22 1.4 17.23 (96)
Avg
First Eagle Overseas A SGOVX
„
FB
QQQQQ
10.8 15.5 8.2 12.8 10.7 92 93 27 26 3 1.0 10.88 (91)
Low
Harbor International Institutional HAINX
Œ
FB
QQQQ
14.0 22.2 8.4 13.7 10.6 76 59 24 15 4 1.8 17.94 (96)
+Avg
Harding Loevner International Eq Inv HLMNX
„
FG
]QQQQ
12.5 19.2 7.9 15.0
9.2
66 61 47 23
26
0.5 15.75 (95)
-Avg
IVA International A IVIOX
„
FQ
[QQ
14.3 16.1 8.6 13.2 — 85 85 80 92 — 2.4 8.83 (90)
Low
Janus Overseas T JAOSX
´
FG
QQ
10.1 20.1
-5.1
10.7 10.2 86 54 97 89 5 3.0 24.89 (81)
High
Litman Gregory Masters Intl Instl MSILX
Œ
FB
QQQQ
19.0 28.1 7.8 12.9 9.2 21 11 35 23 16 0.4 18.10 (95)
+Avg
Longleaf Partners International LLINX
´
FB
QQQ
24.5 32.9 7.5 12.0
6.1
2 2 41 43 81 1.4 19.55 (87)
High
MainStay ICAP International I ICEUX
„
FV
QQQQQ
17.5 26.2 8.1 11.9 9.6 64 43 33 35 7 1.7 16.34 (94)
-Avg
Manning & Napier World Opportunities A EXWAX
Œ
FB
QQQ
16.9 23.2 6.3 11.5 9.8 46 49 69 55 9 1.4 18.46 (94)
+Avg
Neuberger Berman International Eq Inv NIQVX
— FB
WWWWW
15.1 20.4 8.1 14.6
—
66 75 28 9
— — — (—)
Oakmark International I OAKIX
Œ
FB
QQQQQ
27.7
42.4
14.3 20.1 11.3
1 1 1 1 1 1.6 18.37 (86)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
26.8 35.3 10.4 20.3 11.2 19 7 46 12 24 1.2 17.35 (87)
Avg
Oppenheimer International Growth A OIGAX
„
FG
[QQQQ
20.6 26.9 12.2 16.6 10.0
7 8 2 9 6 1.0 16.17 (93)
-Avg
Scout International UMBWX
„
FG
QQQ
10.7 17.8 7.0 12.9 9.4 82 72 63 50 22 1.8 16.26 (95)
-Avg
T. Rowe Price International Discovery PRIDX
´
FR
QQQQ
19.9 24.6 10.6 18.8 11.7 62 64 60 49 30 0.9 15.82 (91)
Avg
T. Rowe Price International Stock Fd PRITX
„
FG
QQQ
12.6 18.4 6.4 14.8 7.6 64 68 72 24 54 1.2 17.35 (96)
Avg
T. Rowe Price Intl Gr & Inc TRIGX
ˇ
FV
]QQQQ
19.1 25.9 7.8 12.9 8.3 43 46 37 19 23 2.0 17.58 (96)
Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
18.5 24.8 9.3 14.1 — 28 38 10 11 — 1.7 17.05 (97)
Avg
TCW International Small Cap I TGICX
´
FR NR
18.8 20.8 — — — 65 88 — — — 5.0 — (—)
Third Avenue International Value Instl TAVIX
´
FA
QQQ
18.0 24.9 8.6 13.3 8.7 92 85 48 94 63 0.7 15.71 (90)
-Avg
Thornburg International Value A TGVAX
„
FG
[QQ
11.6 16.4 4.9
10.6
9.0 74 81 83 90 31 0.8 16.21 (95)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
17.5 22.8 11.6 15.0 9.3 63 71 6 8 8 1.2 10.21 (84)
Low
USAA International USIFX
´
FG
QQQQ
14.6 23.0 9.2 13.0 9.3 50 32 27 46 23 1.1 17.23 (96)
Avg
Vanguard Developed Markets Index Admiral VDMAX
Œ
FB
WWW
19.2 26.8
8.4 11.9 7.8
19 18
22 44 40
3.0 — (—)
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
WWW
13.0 20.1
6.0 12.5
— 82 78
75 32
— 3.0 — (—)
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
Q
15.2 21.3 5.8 — — 82 81 96 — — 2.9 18.38 (95)
+Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
25.8 31.1 8.4 17.4 10.5 33 25 83 70 36 2.2 17.66 (94)
Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
18.6 25.6 8.4 14.9 9.2 19 13 39 23 27 1.5 18.61 (96)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
19.1 27.9 7.9 12.0 8.5 44 22 35 33 22 2.2 17.76 (97)
Avg
Vanguard Tax-Managed Intl Adm VTMGX
Œ
FB
QQQ
19.3 26.9 8.4 11.9 7.9 17 17 24 44 37 3.0 17.45 (96)
Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
WWW
13.6 20.5
5.9 12.1 8.2
79 74
78 41 32
3.1 — (—)
Virtus Foreign Opportunities A JVIAX
„
FG
QQQQ
6.3 9.4
9.0 12.1 9.9 98 98 30 71 9 1.0 14.44 (81)
Low
William Blair International Growth N WBIGX
´
FG
QQQ
14.4 21.1 7.6 15.5 8.2 52 48 51 20 44 2.6 16.19 (95)
-Avg
World Stock
— 20.2 24.7 10.1 13.6 7.5 — — — — — — 15.0 (86)
—
American Funds Capital World G/I A CWGIX
ΠQQQ
20.7 25.3 10.6 13.6 9.6 50 50 55 57 19 2.3 14.10 (94)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
21.0 26.4 12.1 15.5 9.6 46 43 29 29 20 0.9 14.01 (93)
-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
21.9 25.8 11.9 13.3 7.4
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
