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Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
12-31-14
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
— -5.4 -5.4 11.5 6.7 5.4 — — — — — — 12.84 (87)
—
American Beacon Intl Equity Inv AAIPX
— FV
QQQQ
-7.4 -7.4 11.7 5.5 4.3 68 68 11 21 30 2.5 13.56 (92)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
QQQ
-2.6 -2.6 11.7 5.7 6.7 29 29 36 56 13 1.4 11.96 (95)
-Avg
American Funds Intl Gr and Inc A IGAAX
Œ
FB
[QQQ
-3.3 -3.3 10.8 6.4 — 23 23 36 16 — 3.5 11.44 (92)
Low
Artisan International Investor ARTIX
„
FG
QQQQ
-1.0 -1.0 15.8 8.8 7.1 19 19 4 7 8 0.8 12.38 (87)
Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQ
-12.0 -12.0 15.3 8.2 9.1 90 90 18 71 9 0.0 13.76 (71)
+Avg
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
-0.6 -0.6
16.8 12.0 9.2
10 10 2 1 1 1.5 10.96 (83)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQQ
-6.5 -6.5 12.9 7.5 4.8 73 73 13 8 35 2.3 13.08 (88)
Avg
Columbia Acorn International Select A LAFAX
„
FR
-7.1 -7.1 9.1 7.2 7.4 62 62 94 85 46 0.4 11.42 (66)
Low
Columbia Acorn International Z ACINX
„
FR
QQQQ
-4.3 -4.3 12.5 8.5 9.0 42 42 65 70 12 1.5 11.9 (91)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQQQ
0.1 0.1 15.2 7.9 6.7
9 9 4 7 14 2.3 13.92 (94)
High
Fidelity Diversified International FDIVX
ˇ
FG
[QQQ
-3.2 -3.2 13.1 6.5 5.1 38 38 11 40 53 1.1 12.2 (92)
Avg
Fidelity International Discovery FIGRX
´
FG
[QQQ
-5.6 -5.6 12.9 6.2 5.6 67 67 14 44 43 0.7 12.59 (91)
Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
QQQ
-5.4 -5.4 10.9 5.3 4.4 52 52 32 45 44 3.4 13.23 (96)
+Avg
First Eagle Overseas A SGOVX
´
FB
]QQQQ
-1.0 -1.0 8.0 7.2 7.7 11 11 87 9 6 1.0 9.04 (92)
Low
Harbor International Institutional HAINX
Œ
FB
QQQQ
-6.8 -6.8 9.6 5.5 7.4 78 78 62 37 9 2.2 13.0 (93)
Avg
Harding Loevner International Eq Inv HLMNX
„
FG
QQQQ
-1.9 -1.9 10.1 7.1
7.1
25 25 64 31
7
0.7 12.24 (92)
Avg
IVA International A IVIOX
„
FQ
QQQ
1.2 1.2 8.8 8.0 — 4 4 83 60 — 2.8 6.98 (86)
Low
Janus Overseas T JAOSX
´
FB
Q
-13.7 -13.7
2.8 -2.7
6.2 99 99 99 99 17 0.9 20.9 (74)
High
Litman Gregory Masters Intl Instl MSILX
— FB
QQQQ
-2.7 -2.7 12.3 6.6 6.7 19 19 17 13 14 1.2 13.34 (93)
+Avg
Longleaf Partners International LLINX
´
FB
-14.1 -14.1
10.1 3.9
3.2
99 99 52 80 80 4.4 16.39 (79)
High
MainStay ICAP International I ICEUX
´
FV
QQQQ
-5.7 -5.7 9.9 5.0 5.2 40 40 41 31 9 3.3 12.09 (89)
Low
Manning & Napier World Opportunities A EXWAX
Œ
FB
QQQ
-9.8 -9.8 8.4 3.1 5.3 93 93 82 90 29 1.2 14.08 (90)
High
Neuberger Berman International Eq Inv NIQVX
´
FB
]WWWWW
-2.1 -2.1
11.0 7.4
— 16 16
30 8
— 0.7 — (—)
Oakmark International I OAKIX
Œ
FB
QQQQQ
-5.4 -5.4 16.5 9.6 8.0 52 52 2 4 3 2.1 14.87 (85)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
-7.7 -7.7 11.7 7.2 6.8 75 75 65 77 25 1.6 14.28 (82)
High
Oppenheimer International Growth A OIGAX
„
FG
[QQQ
-7.2 -7.2 12.2 8.4 7.2 86 86 25 15 4 0.8 12.6 (87)
Avg
Scout International UMBWX
ˇ
FG
QQQ
-4.4 -4.4 9.5 5.4 6.5 49 49 71 62 20 1.5 11.8 (92)
-Avg
T. Rowe Price International Discovery PRIDX
´
FR
QQQQ
-0.4 -0.4 16.0 10.1 9.1 15 15 11 36 11 0.8 11.32 (86)
-Avg
T. Rowe Price International Stock Fd PRITX
ˇ
FG
QQQ
-0.8 -0.8 10.4 6.2 5.3 17 17 62 45 48 1.2 12.61 (95)
Avg
T. Rowe Price Intl Gr & Inc TRIGX
ˇ
FV
QQQQ
-5.3 -5.3 10.3 5.8 4.8 36 36 31 16 14 3.2 12.57 (95)
-Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
-4.5 -4.5 11.3 6.5 — 39 39 27 15 — 2.9 12.19 (96)
-Avg
TCW International Small Cap I TGICX
— FR
Q
-10.4 -10.4 7.9 — — 89 89 98 — — 0.7 17.9 (71)
High
Third Avenue International Value Instl TAVIX
ˇ
FA
-13.0 -13.0 8.6 3.8 3.9 83 83 90 88 100 7.3 13.26 (86)
Avg
Thornburg International Value A TGVAX
´
FG
-5.9 -5.9 7.8 4.3 5.9 71 71 91 84 33 0.9 11.94 (86)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
1.5 1.5 12.9 9.4 7.1
1 1 6 1 4 1.2 7.99 (75)
Low
USAA International USIFX
´
FG
QQQQ
-5.1 -5.1 11.0 6.3 6.1 58 58 51 43 30 1.8 12.77 (91)
+Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQ
-5.7 -5.7 10.9 5.3 4.5 54 54 32 45 43 3.7 13.32 (96)
+Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
]QQQ
-4.0 -4.0 9.2
4.6
— 31 31 69
64
— 3.5 13.19 (98)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
[Q
-4.8 -4.8 9.9 6.1 — 44 44 78 94 — 2.5 13.66 (91)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
-2.9 -2.9 14.3 8.0 6.6 17 17 29 64 38 1.9 12.8 (89)
Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
-5.6 -5.6 11.7 6.8 6.2 68 68 37 35 29 2.3 13.81 (95)
High
Vanguard International Value Inv VTRIX
´
FV
QQQQ
-6.7 -6.7 11.1 4.7 5.2 53 53 18 41 10 2.8 13.62 (97)
Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
]QQQ
-4.2 -4.2 9.3
4.4 4.8
33 33 67
69 36
3.4 13.12 (99)
Avg
Virtus Foreign Opportunities A JVIAX
„
FG
[QQQ
2.4 2.4
8.9 7.9 6.4
4 4 77 22 22 0.8 11.5 (81)
Low
William Blair International Growth N WBIGX
ˇ
FG
QQQQ
-3.2 -3.2 12.4 7.8 5.7 38 38 21 23 41 0.9 12.07 (94)
Avg
World Stock
— 2.8 2.8 14.1 9.5 6.2 — — — — — — 11.11 (78)
—
American Funds Capital World Gr&Inc A CWGIX
ΠQQQ
4.0 4.0 15.7 9.0 7.6 33 33 32 62 22 2.3 10.14 (91)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
3.2 3.2 16.5 10.5 8.1 43 43 20 35 13 0.6 10.61 (84)
Avg
American Funds SMALLCAP World A SMCWX
´ QQQ
1.8 1.8 17.1 11.4
8.4
60 60 13 20 8 0.0 11.75 (68)
+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
4.9 4.9 15.5 10.2 6.0
MSCI Europe Index
-6.2 -6.2 11.9 5.3 4.6
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