Background Image
Table of Contents Table of Contents
Previous Page  280 / 772 Next Page
Information
Show Menu
Previous Page 280 / 772 Next Page
Page Background

38

Morningstar

Analyst Rating

Morningstar

Rating

Total Return %

05-29-15

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

— 9.7 0.6 15.0 10.7 6.5 — — — — — — 10.51 (81)

American Beacon Intl Equity Inv AAIPX

— FV

QQQQ

9.4 -1.1 16.4 10.2 5.6 36 37 13 17 24 2.3 11.23 (90)

Avg

American Funds Europacific Growth A AEPGX

Œ

FG

[QQ

9.0 3.5 14.9 10.0 7.7 57 40 35 50 17 1.3 9.32 (89)

Low

American Funds Intl Gr and Inc A IGAAX

Œ

FB

QQQ

4.5 -4.7 13.3 9.8 — 96 92 61 40 — 2.6 10.05 (93)

-Avg

Artisan International Investor ARTIX

FG

QQQQ

7.0 5.0 16.6 13.7 8.1 83 25 11 4 10 0.7 10.0 (76)

Avg

Artisan International Small Cap Investor ARTJX

Œ

FR

QQQQ

15.4 -0.6 17.6 14.1

10.6

9 80 27 27 10 0.0 12.63 (61)

High

Artisan International Value Investor ARTKX

Œ

FB

QQQQQ

6.1 1.0 19.1 14.6 10.2 90 37 2 1 1 1.4 9.16 (73)

Low

Causeway International Value Inv CIVVX

Œ

FB

QQQQ

8.2 -0.9 16.0 11.6 5.9 67 70 21 9 39 2.1 10.48 (85)

Avg

Columbia Acorn International Select A LAFAX

´

FR

QQ

5.5 -7.7

8.9

9.4 8.2 95 97 96 96 56 0.4 10.31 (58)

Avg

Columbia Acorn International Z ACINX

FR

[QQQ

7.8 -0.5 13.7 11.2 9.7 72 77 71 81 19 1.4 9.42 (87)

-Avg

Dodge & Cox International Stock DODFX

Œ

FB

QQQQ

7.0 0.2 19.0 11.5 7.5 85 49 3 10 16 2.1 11.24 (90)

High

Fidelity Diversified International FDIVX

ˇ

FG

]QQQQ

10.6 5.2 16.8 11.3 6.3 22 24 9 30 57 1.0 10.02 (84)

Avg

Fidelity International Discovery FIGRX

´

FG

QQQ

10.6 4.3 16.6 11.0 6.8 21 32 10 33 43 0.6 10.56 (86)

+Avg

Fidelity Overseas FOSFX

´

FB

QQQQ

13.2 5.5 19.0 12.3 6.3

3 10 3 7 31 1.5 9.98 (86)

Avg

Fidelity Spartan International Idx Inv FSIIX

FB

]QQQQ

9.3 -0.5 15.6 10.1 5.7 41 62 25 31 44 2.4 10.94 (94)

+Avg

First Eagle Overseas A SGOVX

´

FB

[QQQ

8.0 2.0 11.1 9.0 8.4 72 27 89 61 7 1.0 7.41 (83)

Low

Harbor International Institutional HAINX

Œ

FB

QQQQ

11.0 -0.7 12.9 10.6 8.6 12 68 68 20 5 2.0 10.71 (89)

Avg

Harding Loevner International Eq Inv HLMNX

FG

QQQ

8.0 3.6 13.1 10.2

7.9

76 40 69 47

14

0.6 10.43 (89)

+Avg

IVA International A IVIOX

FQ

[QQ

7.1 4.7 12.1 9.8 — 82 14 85 88 — 2.6 5.55 (81)

Low

JOHCM International Select II JOHAX

— FG

QQQQQ

15.3

18.5 24.4 18.2

— 3 1 1 1 — 0.5 9.98 (55)

Avg

Litman Gregory Masters Intl Instl MSILX

— FB

QQQQ

9.9 3.1 17.1 10.8 7.6 28 19 12 16 15 1.1 10.69 (86)

Avg

Longleaf Partners International LLINX

´

FB

QQ

4.6

-13.4

14.6 6.2

3.5

96 100 40 93 91 3.5 13.67 (68)

High

MainStay ICAP International I ICEUX

´

FV

QQQQ

10.6 1.2 14.8 10.3 6.3 12 9 44 16 8 3.0 9.77 (83)

Low

Manning & Napier World Opportunities A EXWAX

´

FB

QQ

6.3 -8.0 10.9 6.8 6.0 89 98 90 92 37 1.2 11.32 (87)

+Avg

Neuberger Berman International Eq Inv NIQVX

´

FB

WWWW

8.2 3.6

13.8 10.7

— 67 16

52 18

— 0.7 — (—)

Oakmark International I OAKIX

Œ

FB

QQQQQ

8.0 -0.8 20.0 12.3 8.7 73 69 1 6 5 1.9 11.78 (77)

High

Oakmark International Small Cap I OAKEX

´

FQ

QQQ

14.4 0.7 16.3 11.0 8.2

7 51 61 69 18 1.4 10.88 (76)

+Avg

Oppenheimer International Growth A OIGAX

FG

QQQ

9.6 -0.9 15.3 12.3 8.6 40 93 24 15 2 0.8 10.55 (82)

+Avg

Scout International UMBWX

ˇ

FG

QQQ

7.5 1.3 11.9 9.0 7.2 79 73 79 78 32 1.4 9.24 (88)

Low

T. Rowe Price International Discovery PRIDX

´

FR

QQQQQ

11.6 7.0 17.6 14.0 10.3 41 11 26 30 14 0.7 8.67 (80)

Low

T. Rowe Price International Stock Fd PRITX

ˇ

FG

QQQ

10.2 4.3 13.8 10.2 6.7 26 31 57 47 47 1.1 10.03 (91)

Avg

T. Rowe Price Intl Gr & Inc TRIGX

ˇ

FV

QQQQ

9.6 -1.2 14.8 10.2 6.0 31 39 44 20 16 2.9 10.24 (92)

-Avg

T. Rowe Price Overseas Stock TROSX

´

FB

QQQQ

9.7 1.5 15.4 10.9 — 33 32 28 15 — 2.6 9.81 (93)

-Avg

Third Avenue International Value Instl TAVIX

— FA

[Q

1.0

-11.8 9.1

5.9

3.5 98 94 95 97 100 7.2 12.23 (78)

+Avg

Thornburg International Value A TGVAX

´

FG

QQQ

15.9

13.4 13.4 9.0 7.5

2 2 66 78 25 0.8 10.29 (77)

Avg

Tweedy, Browne Global Value TBGVX

FV

QQQQQ

4.7 1.2 13.7 10.9 7.2 92 9 64 11 4 1.2 6.81 (73)

Low

USAA International USIFX

´

FG

QQQQ

10.0 2.0 14.6 11.1 7.4 30 64 41 33 27 1.6 10.4 (88)

+Avg

Vanguard Developed Markets Idx Admiral VTMGX

Œ

FB

]QQQQ

9.7 -0.2 15.7 10.1 5.8 32 55 24 31 42 2.8 11.0 (94)

+Avg

Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX

Œ

FB

QQQ

8.1 -0.1 13.0

8.5

— 70 54 67

74

— 2.8 10.8 (98)

Avg

Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX

FQ

Q

9.7 -1.6 13.3 9.5 — 70 69 78 94 — 2.3 11.16 (87)

+Avg

Vanguard International Explorer Inv VINEX

ˇ

FQ

QQQ

12.0 2.9 18.2 12.0 7.7 29 30 37 54 52 1.7 9.53 (81)

-Avg

Vanguard International Growth Inv VWIGX

FG

QQQ

9.8 2.4 15.2 10.9 7.5 34 56 27 36 27 2.1 11.16 (92)

High

Vanguard International Value Inv VTRIX

´

FV

[QQQ

8.5 -1.8 15.1 9.3 6.1 66 49 36 39 12 2.6 11.36 (95)

Avg

Vanguard Total Intl Stock Index Admiral VTIAX

Œ

FB

QQQ

8.3 -0.3 13.1

8.5 5.9

65 57 66

74 40

2.7 10.74 (98)

Avg

Virtus Foreign Opportunities A JVIAX

FG

[QQ

4.4 0.4 9.7 9.9 7.0 97 82 95 52 37 0.8 10.0 (79)

Avg

World Stock

— 5.7 4.9 15.8 12.1 7.0 — — — — — — 9.37 (68)

American Funds Capital World Gr&Inc A CWGIX

ΠQQQQ

5.0 3.7 16.9 12.6 8.2 63 62 36 45 24 2.2 8.44 (85)

-Avg

American Funds New Perspective A ANWPX

ΠQQQQ

8.0 9.1 17.8 13.9 9.2 15 17 22 21 7 0.5 8.78 (77)

-Avg

American Funds SMALLCAP World A SMCWX

´ QQQ

12.0

13.3 18.5 13.9 9.8

2 4 16 22 3 0.0 9.65 (47)

Avg

Artisan Global Opportunities Inv ARTRX

„ [QQQQ

10.8 12.2 17.4

17.3

— 5 7 28 3 — 0.3 10.74 (57)

+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

5.1 5.7 17.1 12.8 6.7

MSCI EAFE Index

9.5 -0.7 15.4 10.0 5.5

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