136 / 772
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
02-28-15
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
— 5.8 -1.7 9.3 8.8 5.6 — — — — — — 12.35 (86)
—
American Beacon Intl Equity Inv AAIPX
— FV
QQQQ
6.2 -2.7 10.1 7.9 4.7 45 57 17 20 29 2.4 13.38 (92)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
QQQ
5.7 1.5 9.5 8.1 7.0 65 46 40 53 15 1.3 11.4 (94)
-Avg
American Funds Intl Gr and Inc A IGAAX
Œ
FB
[QQQ
4.2 -0.2 9.4 8.3 — 89 50 30 26 — 3.3 11.38 (94)
-Avg
Artisan International Investor ARTIX
„
FG
QQQQ
4.9 3.5 12.8 11.8 7.4 87 25 4 2 8 0.7 11.63 (85)
Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQ
3.5
-14.2
10.6 10.2 8.9 85 100 54 71 17 0.0 12.52 (68)
Avg
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
4.6 2.4 15.0 13.4
9.3
86 14 2 1 2 1.5 10.9 (83)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQQ
5.4 -2.9 10.2 9.4 5.1 72 86 18 10 38 2.2 12.46 (86)
Avg
Columbia Acorn International Select A LAFAX
„
FR
2.1 -8.4 5.9 8.3 7.2 97 91 94 91 52 0.4 10.64 (59)
Low
Columbia Acorn International Z ACINX
„
FR
QQQQ
5.2 -0.8 9.6 10.0 8.8 56 44 67 77 18 1.5 11.1 (90)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
]QQQQQ
4.8 3.4 12.5 9.9 6.7 82 10 5 8 17 2.2 13.62 (94)
High
Fidelity Diversified International FDIVX
ˇ
FG
QQQ
6.9 2.7 11.4 9.1 5.6 20 34 12 34 53 1.0 11.9 (92)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQ
6.8 0.8 11.5 9.0 6.0 26 56 12 36 42 0.6 12.41 (91)
+Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
QQQ
6.8 -0.3 9.5 7.8 4.9 33 53 29 39 45 3.2 13.03 (96)
+Avg
First Eagle Overseas A SGOVX
´
FB
QQQQ
6.2 2.4 7.0 8.6 7.9 47 14 72 19 6 1.0 8.69 (88)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
6.7 -1.1 6.9 8.2 7.7 36 69 73 30 7 2.0 12.39 (92)
Avg
Harding Loevner International Eq Inv HLMNX
„
FG
[QQQ
6.1 5.8 8.6 8.9
7.3
47 8 55 37
9
0.6 11.89 (91)
Avg
IVA International A IVIOX
„
FQ
QQQ
3.5 2.9 7.9 8.7 — 78 4 77 80 — 2.7 6.8 (86)
Low
Janus Overseas T JAOSX
´
FB
Q
1.7 -8.2
-4.2 -2.3
5.9 99 97 99 99 25 0.9 17.9 (73)
High
JOHCM International Select II JOHAX
— FG
QQQQQ
9.1 11.3 16.6 15.7
— 1 1 1
1
— 0.6 12.52 (74)
High
Litman Gregory Masters Intl Instl MSILX
— FB
]QQQQQ
7.8 4.3 10.2 9.1 7.3
6 8 18 12 11 1.1 13.12 (91)
High
Longleaf Partners International LLINX
´
FB
4.6 -13.2 6.8 5.6 3.5 86 100 76 89 82 3.5 16.08 (78)
High
MainStay ICAP International I ICEUX
´
FV
QQQQ
6.5 -0.5 8.0 8.0 5.6 26 20 48 19 8 3.1 11.74 (88)
Low
Manning & Napier World Opportunities A EXWAX
Œ
FB
4.8 -7.0 5.1 4.9 5.4 83 96 92 92 33 1.2 13.13 (90)
+Avg
Neuberger Berman International Eq Inv NIQVX
´
FB
WWWWW
5.3 2.5
9.4 9.2
— 75 14
31 11
— 0.7 — (—)
Oakmark International I OAKIX
Œ
FB
QQQQQ
6.9 -0.4 13.4 11.8 8.4 22 54 4 4 3 1.9 14.28 (84)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
8.4 -1.9 9.0 9.8 6.9
1 41 69 56 31 1.5 13.61 (82)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQQ
6.1 -2.8 10.1 10.4 7.7 47 86 27 15 2 0.8 12.3 (87)
Avg
Scout International UMBWX
ˇ
FG
QQQ
4.5 1.2 6.9 7.0 6.5 91 50 75 77 30 1.4 11.3 (91)
-Avg
T. Rowe Price International Discovery PRIDX
´
FR
QQQQ
3.7 0.0 12.1 11.5 9.0 84 35 30 46 13 0.8 10.42 (84)
-Avg
T. Rowe Price International Stock Fd PRITX
ˇ
FG
QQQ
7.2 6.1 8.1 8.6 5.8 10 6 60 43 46 1.1 11.94 (94)
Avg
T. Rowe Price Intl Gr & Inc TRIGX
ˇ
FV
QQQQ
5.6 -2.1 8.2 7.9 5.0 67 42 43 20 21 3.1 12.28 (95)
-Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
6.9 1.5 9.7 9.0 — 25 24 24 12 — 2.7 11.92 (96)
-Avg
TCW International Small Cap I TGICX
— FR
Q
4.7 -9.7 1.8 — — 70 94 99 — — 0.6 15.4 (67)
High
Third Avenue International Value Instl TAVIX
ˇ
FA
0.8
-11.5 4.1 4.7
3.4
95 94 95 97 100 7.2 12.58 (83)
Avg
Thornburg International Value A TGVAX
´
FG
7.7 4.4 6.6 6.8 6.5
4 16 82 80 29 0.8 11.62 (84)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
3.2 3.5 11.7 10.3 7.0 96 4 5 3 4 1.2 7.8 (78)
Low
USAA International USIFX
´
FG
QQQQ
7.1 2.0 9.4 8.9 6.6 15 40 43 38 27 1.6 12.44 (90)
+Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQ
6.9 -0.1 9.5 7.8 5.0 24 47 29 40 42 3.5 13.1 (96)
+Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
5.7 1.5 6.9
6.8
— 64 24 75
67
— 3.3 12.65 (98)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
Q
5.0 -4.2 6.6 7.8 — 68 62 84 98 — 2.4 12.78 (91)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
6.7 0.0 11.5 10.0 6.8 32 19 39 51 44 1.7 12.17 (88)
Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
6.2 0.8 9.1 9.1 6.6 40 55 50 35 27 2.2 13.21 (95)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
5.4 -1.4 8.6 6.9 5.3 71 34 38 43 12 2.6 13.3 (96)
Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
5.7 0.9 6.9
6.6 5.1
65 33 74
72 39
3.2 12.59 (98)
Avg
Virtus Foreign Opportunities A JVIAX
„
FG
[QQQ
5.0 4.8 7.4 9.2 6.6 86 12 68 30 25 0.8 11.02 (81)
Low
World Stock
— 3.9 5.2 11.8 11.0 6.6 — — — — — — 10.9 (77)
—
American Funds Capital World Gr&Inc A CWGIX
ΠQQQQ
4.4 6.6 13.6 11.2 7.8 31 39 25 50 24 2.2 9.84 (91)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
5.1 6.8 14.2 12.4 8.6 19 35 17 29 9 0.6 10.32 (83)
-Avg
American Funds SMALLCAP World A SMCWX
´ QQQ
4.3 2.2 13.3 12.5 8.6 34 77 29 27 10 0.0 10.87 (65)
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
3.9 7.9 13.3 11.7 6.3
MSCI EAFE Index
7.0 -0.2 9.5 7.6 4.7
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