232 / 772
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
04-30-15
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
—
9.3 1.9 10.8
8.1
6.6
— —
— — —
—
12.5 (87)
—
American Beacon Intl Equity Inv AAIPX
—
FV
QQQQ
9.9 0.9 11.9
7.6
5.6
31 34
14 18 26
2.3 13.42 (93)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
QQQ
8.8 5.5 10.7
7.6
7.8
47 32
32 53 17
1.3 11.42 (93)
-Avg
American Funds Intl Gr and Inc A IGAAX
Œ
FB
QQQ
5.6 -1.6 10.1
7.8
—
96 90
46 25 —
2.5 11.62 (94)
-Avg
Artisan International Investor ARTIX
„
FG
QQQQ
5.5 6.2 12.5 11.0
8.0
91 26
8
5 14
0.7 11.64 (84)
Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQQ
16.1
1.8 14.5 11.7
10.6
1 67
12 20 10
0.0 13.76 (67)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
4.9 3.2 15.3 12.0 10.0
98 32
2
1
1
1.4 10.81 (81)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQQ
9.1 1.1 12.1
8.9
6.0
46 61
15
9 36
2.1 12.41 (89)
Avg
Columbia Acorn International Select A LAFAX
Ø
FR
7.2 -4.3
7.1
7.9
8.4
82 93
93 88 49
0.4 11.05 (63)
Low
Columbia Acorn International Z ACINX
Ø
FR
QQQQ
7.8 2.2 10.0
8.9
9.8
73 62
70 77 19
1.4 11.23 (91)
-Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQQ
7.6 3.5 14.4
8.9
7.6
83 29
4
9 15
2.1 13.55 (93)
High
Fidelity Diversified International FDIVX
x
FG
QQQ
8.8 5.7 12.2
8.5
6.2
48 29
10 36 59
1.0
11.9 (91)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQ
9.1 5.1 12.0
8.3
6.7
37 41
13 39 47
0.6 12.49 (92)
+Avg
E
Fidelity Overseas FOSFX
´
FB
]QQQQ
11.4 5.7 14.1
9.2
6.4
4 13
4
8 30
1.6 12.07 (92)
Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
QQQ
9.4 1.2 11.1
7.5
5.6
32 60
25 34 45
2.4 13.09 (96)
+Avg
First Eagle Overseas A SGOVX
´
FB
QQQQ
8.5 3.6
8.5
7.7
8.4
66 28
74 27
7
1.0
8.73 (88)
Low
Harbor International Institutional HAINX
Œ
FB
QQQQ
10.8 -0.1
8.8
7.9
8.7
7 80
70 23
6
2.0 12.59 (93)
Avg
Harding Loevner International Eq Inv HLMNX
„
FG
QQQ
9.4 6.9
9.9
8.3
8.1
32 21
54 38
11
0.6 12.03 (92)
Avg
IVA International A IVIOX
„
FQ
QQQ
6.9 6.4
9.7
8.4
—
83 13
77 68 —
2.6
6.86 (87)
Low
JOHCM International Select II JOHAX
—
FG
QQQQQ
11.9
19.6
18.6
14.3
—
7
1
1
1 —
0.5 12.28 (70)
+Avg
Litman Gregory Masters Intl Instl MSILX
—
FB
QQQQ
9.0 5.5 12.1
8.1
7.8
50 14
15 19 13
1.1 13.06 (91)
+Avg
Longleaf Partners International LLINX
´
FB
3.6
-14.4
8.8
3.5
3.9
100 100
70 93 87
3.5 16.17 (78)
High
MainStay ICAP International I ICEUX
´
FV
[QQQQ
9.4 1.6 10.6
7.7
6.2
45 22
42 17 14
3.0 11.63 (89)
Low
Manning & Napier World Opportunities A EXWAX
´
FB
7.1 -6.2
6.6
4.1
6.3
88 99
92 92 32
1.2 13.51 (91)
+Avg
Neuberger Berman International Eq Inv NIQVX
´
FB
[WWWW
7.9 4.6
10.1
8.5
—
79 19
46
12
—
0.7
— (—)
Oakmark International I OAKIX
Œ
FB
QQQQQ
8.6 0.9 15.5 10.2
8.9
64 66
1
5
4
1.9 13.89 (83)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
14.6 1.9 11.1
8.7
8.1
1 40
66 59 31
1.4 13.61 (84)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQ
8.4 -1.0 10.8
9.6
8.5
60 95
30 17
3
0.8 12.53 (88)
+Avg
Scout International UMBWX
x
FG
QQQ
7.2 2.0
7.7
6.7
7.4
77 79
73 75 32
1.4 11.36 (92)
-Avg
T. Rowe Price International Discovery PRIDX
´
FR
]QQQQQ
10.1 7.2 13.2 11.3 10.1
40 15
24 29 14
0.7 10.75 (87)
-Avg
T. Rowe Price International Stock Fd PRITX
x
FG
QQQ
9.9 7.2
9.7
7.8
6.7
20 19
59 49 48
1.1 11.98 (94)
Avg
T. Rowe Price Intl Gr & Inc TRIGX
x
FV
QQQQ
8.6 -0.6 10.2
7.4
5.8
64 53
50 24 22
3.0
12.4 (96)
-Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
9.3 3.5 11.0
8.3
—
37 29
28 15 —
2.6 12.01 (96)
-Avg
Third Avenue International Value Instl TAVIX
—
FA
5.1 -7.1
6.8
4.7
4.0
97 94
95 88 100
6.9 13.45 (83)
Avg
Thornburg International Value A TGVAX
´
FG
]QQQ
14.8 13.4
9.1
6.9
7.7
2
5
66 70 22
0.8 12.14 (84)
Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
5.3 3.8 11.8
9.6
7.5
94
5
16
3
6
1.2
7.74 (79)
Low
USAA International USIFX
´
FG
QQQQ
10.3 4.0 10.4
8.6
7.5
14 56
43 34 29
1.6 12.55 (92)
+Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQ
9.9 1.6 11.2
7.5
5.7
20 52
24 33 43
2.8 13.15 (96)
+Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
]QQQ
9.3 3.0
9.1
6.4
—
38 35
66
68
—
2.8 12.85 (99)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
Q
9.6 -0.2
9.1
6.8
—
59 62
83 98 —
2.3
13.1 (91)
Avg
Vanguard International Explorer Inv VINEX
x
FQ
QQQ
11.0 4.0 13.1
9.1
7.7
27 25
39 54 52
1.7 12.21 (87)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
9.9 4.1 10.6
8.6
7.5
21 56
36 34 27
2.1 13.33 (95)
High
Vanguard International Value Inv VTRIX
´
FV
]QQQQ
9.2 1.1 11.0
6.8
6.3
50 32
35 40 12
2.5
13.4 (97)
Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
]QQQ
9.3 2.6
9.1
6.3
6.0
37 38
66
70
38
2.7 12.79 (99)
Avg
Virtus Foreign Opportunities A JVIAX
„
FG
QQQ
5.0 2.3
6.8
8.6
7.0
95 75
90 33 36
0.8 11.28 (83)
Low
World Stock
—
5.1 6.4 12.1
9.8
7.2
— —
— — —
— 10.96 (76)
—
American Funds Capital World Gr&Inc A CWGIX
Œ
]QQQQ
5.0 6.3 13.7 10.2
8.3
51 53
28 47 27
2.2
9.94 (90)
-Avg
American Funds New Perspective A ANWPX
Œ
QQQQ
7.2 10.6 14.3 11.6
9.4
14 17
20 19
7
0.6 10.35 (84)
-Avg
American Funds SMALLCAP World A SMCWX
´
QQQ
7.2 11.1 13.7 10.9
9.6
13 13
29 33
4
0.0 10.85 (64)
Avg
Artisan Global Opportunities Inv ARTRX
„
QQQQQ
8.5
13.8 13.9
15.1
—
5
5
25
2 —
0.3
11.7 (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
4.7 7.4 13.5 10.5 6.9
MSCI EAFE Index
9.3 0.7 10.9
7.4 5.4
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