472 / 772
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
09-30-15
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
— -2.4 -5.7 6.3 4.9 3.9 — — — — — — 11.29 (84)
—
American Beacon Intl Equity Inv AAIPX
— FV
QQQQ
-4.5 -9.4 5.5 4.4 3.2 39 45 32 16 12 2.6 11.87 (92)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
-3.6 -5.2 6.0 4.2 5.0 56 51 40 50 22 1.4 10.34 (91)
Low
American Funds Intl Gr and Inc A IGAAX
Œ
FB
QQQ
-8.4 -12.0 3.9 4.0 — 87 86 64 35 — 3.2 10.96 (94)
-Avg
Artisan International Investor ARTIX
„
FG
QQQ
-10.0 -9.5 5.6 6.7 4.9 98 92 49 12 27 0.8 11.72 (81)
+Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQ
4.1
2.0 8.8 7.6 7.7 33 29 45 45 14 0.0 13.01 (60)
+Avg
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
-4.6 -4.7 9.9
9.4 8.0
50 20 3 2 1 1.6 9.93 (79)
Low
Causeway International Value Inv CIVVX
Œ
FB
[QQQ
-5.8 -10.5 5.2 5.3 3.8 67 78 41 10 28 2.4 11.24 (87)
Avg
Columbia Acorn International Select A LAFAX
´
FR
-6.2 -13.9 -0.6 3.4 5.5 91 95 96 96 54 0.8 10.26 (61)
-Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
-5.4 -7.8 4.9 4.7 6.7 82 85 82 84 22 1.6 10.22 (89)
Avg
DFA International Small Company I DFISX
„
FQ
QQQ
0.6 -3.6 8.6 6.3 5.3 43 54 44 63 31 2.4 11.52 (84)
+Avg
Dodge & Cox International Stock DODFX
Œ
FB
[QQQ
-12.1 -16.2 6.6 4.1 4.2 95 95 18 34 20 2.6 13.0 (91)
High
Fidelity Diversified International FDIVX
´
FG
[QQQ
-1.7 -2.7 7.8 5.8 3.8 22 23 14 21 58 1.1 11.32 (86)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQQ
0.1 -1.2 7.8 5.8 4.4
8 12 15 23 42 0.7 11.39 (87)
Avg
Fidelity Overseas FOSFX
´
FB
QQQQQ
2.8
2.1
10.3 7.6 4.0
1 1 2 3 23 1.7 10.91 (88)
-Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
[QQQ
-4.5 -8.3 5.7 4.1 3.1 47 55 29 34 41 2.8 11.91 (95)
+Avg
First Eagle Overseas A SGOVX
´
FB
QQQQ
-2.2 -4.8 3.9 4.8 6.2 16 21 64 16 3 1.1 7.76 (81)
Low
FMI International FMIJX
— FB
QQQQQ
-0.7 -0.2 10.5 — — 7 3 1 — — 2.1 7.74 (60)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
-6.5 -10.3 3.1 3.5 5.2 74 77 79 51 9 2.3 12.28 (92)
+Avg
Harding Loevner International Eq Inv HLMNX
„
FG
]QQQ
-8.0 -9.3 3.0 3.4 4.7 96 91 85 69 32 0.7 11.87 (91)
+Avg
IVA International A IVIOX
„
FQ
]QQQ
-0.2 -2.4 6.0 6.0 — 51 49 78 67 — 2.8 5.88 (86)
Low
JOHCM International Select II JOHAX
— FG
QQQQQ
-6.3 -5.8
11.7
8.8 — 85 62 1 1 — 0.6 12.87 (67)
High
Litman Gregory Masters Intl Instl MSILX
— FB
QQQQ
-6.2 -6.2 6.4 3.8 4.4 71 33 20 42 18 1.3 12.14 (89)
+Avg
Longleaf Partners International LLINX
ˇ
FB
[Q
-11.3
-17.1
1.6
0.1 1.0
95 95 92 94 89 4.1 13.6 (77)
High
MainStay ICAP International I ICEUX
´
FB
QQQ
-8.3 -13.5 4.0 3.2 3.0 86 92 63 58 44 3.6 12.02 (86)
+Avg
Manning & Napier World Opportunities A EXWAX
´
FB
-10.5 -14.9 0.5 0.3 3.2 94 94 94 93 36 1.4 12.19 (89)
+Avg
Neuberger Berman International Eq Inv NIQVX
´
FB
]WWWW
-3.2 -2.5
5.2 4.9 3.0
27 8
40 15 45
0.8 — (—)
Oakmark International I OAKIX
Œ
FB
QQQQQ
-8.6 -9.0 8.4 6.0 5.9 89 65 5 6 5 2.3 13.4 (82)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
-1.1 -3.7 8.2 5.1 5.3 67 55 57 81 26 1.6 11.98 (83)
High
Oppenheimer International Growth A OIGAX
„
FG
]QQQQ
-2.0 -3.1 6.6 6.5 6.0 27 26 28 15 2 0.9 11.56 (84)
Avg
T. Rowe Price International Discovery PRIDX
´
FR
QQQQ
2.5 1.8 10.2 8.4 7.5 47 30 40 30 15 0.8 9.26 (85)
Low
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
QQQQ
-5.2 -9.6 5.5 4.0 3.1 49 47 31 26 15 3.4 11.53 (94)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
-4.7 -6.0 4.5 3.8 3.8 72 67 67 62 58 1.2 11.41 (93)
Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
-4.6 -7.5 5.6 4.9 — 49 43 31 15 — 3.0 10.89 (95)
-Avg
Thornburg International Value A TGVAX
´
FG
QQQ
3.1 1.3 5.6 3.8 5.0
3 6 50 61 20 0.8 11.47 (82)
Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
-3.9 -5.8 7.0 7.2 5.4 33 16 12 1 1 1.3 7.68 (78)
Low
USAA International USIFX
´
FG
QQQQ
-2.8 -5.8 5.7 5.2 5.0 45 62 47 35 24 1.8 11.45 (89)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
]QQQQ
-4.0 -7.9 6.0 4.1 3.2 36 49 26 33 39 3.1 11.86 (96)
+Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
-7.1 -10.9 3.0
2.2
— 80 81 83
81
— 3.1 11.71 (98)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
Q
-3.9 -8.6 4.2 2.9 — 76 80 88 91 — 2.7 11.67 (87)
+Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
3.1 -0.5 11.2 6.5 5.5 24 29 16 53 22 1.8 10.28 (85)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
-7.2 -9.9 4.8 3.6 4.4 92 94 63 65 39 2.5 12.58 (94)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
-8.7 -13.9 4.1 2.6 3.1 83 83 57 60 15 3.0 12.68 (96)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
-6.8 -10.7 3.1
2.1 3.0
77 80 80
81 44
3.0 11.62 (98)
Avg
Virtus Foreign Opportunities A JVIAX
„
FG
QQQ
-1.7 -2.4 3.1 5.5 5.2 23 19 83 27 14 0.9 10.78 (74)
-Avg
World Stock
— -5.5 -5.0 7.9 7.4 4.9 — — — — — — 10.56 (74)
—
American Funds Capital World Gr&Inc A CWGIX
ΠQQQ
-6.0 -6.0 8.3 7.2 5.9 56 65 44 59 26 2.5 9.71 (88)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
-1.4 0.3 10.4 9.4 7.3 11 12 17 17 5 0.6 9.93 (81)
-Avg
American Funds SMALLCAP World A SMCWX
´ [QQQ
-0.6 2.3 10.5 8.5 7.2
7 4 16 32 8 0.0 10.99 (58)
+Avg
Artisan Global Opportunities Inv ARTRX
„ QQQQQ
0.5 -0.5 9.7
11.8
— 4 15 24 3 — 0.3 11.71 (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
-6.0 -5.1 8.6 8.3 4.7
MSCI EAFE Index
-4.2 -8.2 5.8 4.0 2.9
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