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38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
06-30-15
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
— 7.3 -3.0 12.5 10.4 6.1 — — — — — — 10.44 (81)
—
American Beacon Intl Equity Inv AAIPX
— FV
QQQQ
6.6 -4.2 12.4 10.0 5.2 35 27 17 17 24 2.3 10.68 (90)
-Avg
American Funds Europacific Growth A AEPGX
Œ
FG
]QQQ
7.0 0.6 12.3 9.7 7.4 37 33 31 49 15 1.3 9.21 (89)
Low
American Funds Intl Gr and Inc A IGAAX
Œ
FB
QQQ
2.1 -7.5 10.4 9.6 — 95 90 59 37 — 2.6 9.86 (93)
-Avg
Artisan International Investor ARTIX
„
FG
QQQQ
3.8 -0.7 13.5 13.1 7.7 90 46 16 6 10 0.7 10.03 (76)
Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQQ
11.9 -3.4 15.2 13.5
10.1
25 76 41 37 10 0.0 12.84 (64)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
4.3 -2.5 16.4 14.4 10.0 83 36 2 1 1 1.5 9.01 (72)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQQ
5.0 -3.6 12.0 11.1 5.4 73 52 26 11 39 2.2 10.08 (85)
Avg
Columbia Acorn International Select A LAFAX
´
FR
3.7 -12.0 6.9 8.9 7.8 95 95 96 97 56 0.8 10.23 (58)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
5.2 -5.0 11.3 10.6 9.2 78 81 80 82 19 1.5 9.45 (88)
-Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQQ
3.9 -3.6 15.4 11.2 7.0 85 53 3 10 16 2.2 11.14 (89)
High
Fidelity Diversified International FDIVX
ˇ
FG
[QQQ
8.7 2.1 14.1 11.4 5.9 18 20 10 22 56 1.0 9.86 (84)
Avg
Fidelity International Discovery FIGRX
´
FG
]QQQQ
8.4 0.7 13.6 11.1 6.3 20 32 15 25 43 0.6 10.35 (86)
+Avg
Fidelity Overseas FOSFX
´
FB
QQQQ
11.0 2.9 16.1 12.6 6.0
2 5 3 4 29 1.6 9.87 (86)
Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
QQQQ
6.2 -4.2 11.9 9.8 5.2 44 63 29 29 45 2.5 10.63 (94)
+Avg
First Eagle Overseas A SGOVX
´
FB
QQQ
6.1 -1.9 8.7 8.5 8.0 48 28 87 68 6 1.0 7.2 (83)
Low
Harbor International Institutional HAINX
Œ
FB
QQQQ
7.4 -4.1 10.0 9.8 8.1 16 61 66 30 5 2.0 10.75 (90)
+Avg
Harding Loevner International Eq Inv HLMNX
„
FG
QQQ
5.1 -0.6 10.1 9.4
7.3
77 46 71 55
16
0.6 10.34 (89)
+Avg
IVA International A IVIOX
„
FQ
5.2 1.9 9.9 9.2 — 81 21 86 89 — 2.7 5.4 (80)
Low
JOHCM International Select II JOHAX
— FG
QQQQQ
8.2 7.8
20.7 16.3
— 21 6 1 1 — 0.6 10.98 (57)
High
Litman Gregory Masters Intl Instl MSILX
— FB
QQQQ
6.4 -0.8 14.1 10.2 7.1 37 18 9 20 15 1.1 10.81 (86)
+Avg
Longleaf Partners International LLINX
´
FB
2.7 -13.9 10.4 6.3
3.2
92 100 59 92 89 3.6 12.75 (66)
High
MainStay ICAP International I ICEUX
´
FB
QQQQ
6.5 -2.6 11.7 9.9 5.9 35 37 33 28 30 3.1 9.93 (82)
-Avg
Manning & Napier World Opportunities A EXWAX
´
FB
3.4 -11.2 7.8 6.4 5.6 88 97 91 92 36 1.2 11.1 (86)
+Avg
Neuberger Berman International Eq Inv NIQVX
´
FB
[WWW
5.9 0.5
11.3 10.4 5.3
53 12
41 18 43
0.7 — (—)
Oakmark International I OAKIX
Œ
FB
QQQQQ
5.3 -2.5 16.6 12.0 8.3 68 36 1 7 4 2.0 11.66 (76)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
11.3 -1.8 13.9 10.5 7.7 23 48 63 73 22 1.5 11.04 (78)
+Avg
Oppenheimer International Growth A OIGAX
„
FG
]QQQQ
6.7 -3.2 12.5 11.6 8.1 45 78 27 18 2 0.8 10.57 (82)
+Avg
Scout International UMBWX
ˇ
FG
QQQ
4.8 -2.2 9.3 8.7 6.6 82 63 80 72 34 1.7 9.19 (88)
Low
T. Rowe Price International Discovery PRIDX
´
FR
QQQQQ
10.6 4.0 15.9 13.7 10.0 47 20 28 31 11 0.7 8.67 (80)
Low
T. Rowe Price International Stock Fd PRITX
ˇ
FG
QQQ
7.6 0.8 11.2 10.0 6.3 27 30 59 43 45 1.1 10.02 (91)
Avg
T. Rowe Price Intl Gr & Inc TRIGX
ˇ
FV
QQQQ
6.8 -4.3 11.7 10.1 5.5 28 28 33 16 17 3.0 10.08 (92)
-Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
6.8 -1.9 12.1 10.8 — 27 28 25 13 — 2.7 9.62 (93)
-Avg
Thornburg International Value A TGVAX
´
FG
QQQ
12.7 9.0
10.9 8.5 7.1
3 3 63 76 25 0.8 10.39 (78)
+Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
1.5 -1.6 10.8 10.2 6.6 93 5 55 16 1 1.2 6.88 (71)
Low
USAA International USIFX
´
FG
QQQQ
6.8 -1.3 11.3 10.4 7.1 44 50 57 38 23 1.6 10.24 (88)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQQ
6.6 -4.0 12.0 9.8 5.3 32 58 28 28 42 2.9 10.66 (94)
+Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
5.2 -4.4 9.8
8.2
— 70 65 71
73
— 2.8 10.58 (98)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
Q
7.3 -5.8 11.0 9.1 — 74 80 81 93 — 2.4 11.18 (88)
+Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
10.7 0.6 16.3 11.8 7.3 25 28 33 51 48 1.7 9.53 (82)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
6.6 -1.6 12.2 10.5 7.0 47 57 35 36 27 2.1 11.18 (93)
High
Vanguard International Value Inv VTRIX
´
FV
]QQQQ
5.4 -6.2 11.8 9.2 5.7 65 61 32 35 10 2.6 11.16 (95)
Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
QQQ
5.4 -4.6 9.9
8.2 5.4
64 71 69
74 39
2.7 10.54 (98)
Avg
Virtus Foreign Opportunities A JVIAX
„
FG
2.4 -3.0 7.3 9.2 6.4 97 75 95 59 41 0.8 9.84 (78)
-Avg
World Stock
— 3.4 0.6 13.5 12.3 6.7 — — — — — — 9.39 (69)
—
American Funds Capital World Gr&Inc A CWGIX
Œ QQQQ
2.9 0.9 14.1 12.6 7.8 57 52 42 48 28 2.2 8.3 (85)
Low
American Funds New Perspective A ANWPX
Œ QQQQ
5.5 5.3 15.2 13.9 8.9 21 16 27 26 8 0.6 8.85 (77)
-Avg
American Funds SMALLCAP World A SMCWX
´ ]QQQQ
11.8
9.1 17.6 14.4 9.4
3 4 10 18 4 0.0 9.68 (49)
Avg
Artisan Global Opportunities Inv ARTRX
„ ]QQQQQ
10.0 8.0 16.4
18.0
— 5 7 17 2 — 0.3 10.81 (61)
High
Artisan Global Value Investor ARTGX
„ QQQQQ
1.0 -0.2 15.8 15.6 — 82 60 21 8 — 0.5 8.53 (64)
-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
2.6 1.4 14.3 13.1 6.4
MSCI EAFE Index
6.1 -4.7 11.6 9.7 5.0
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