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38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
11-30-15
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
—
2.5 -0.2
7.1 5.9 4.6
— — — — —
— 11.69 (85)
—
American Beacon Intl Equity Inv AAIPX
—
FV
QQQQ
0.7 -3.5
6.4
6.0
3.9
40 42
32 14 10
2.5
12.4 (92)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
1.6 -2.5
6.9
5.5
5.4
66 72
45 51 31
1.4 10.71 (92)
Low
American Funds Intl Gr and Inc A IGAAX
Œ
FB
-6.5 -10.3
3.2
4.5
—
93 92
86 55 —
3.1 11.14 (93)
-Avg
Ariel International Equity Investor AINTX
—
FV
QQQQQ
5.8
2.4 10.5
—
—
4
3
1 — —
1.0 10.69 (91)
Low
Artisan International Investor ARTIX
„
FG
QQQ
-1.8 -5.6
7.7
8.3
5.9
94 95
30
8 16
0.4
12.4 (82)
+Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQQ
11.4
8.3
9.9
8.8
8.7
15 27
42 34 12
0.1 13.38 (62)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
0.3 -1.7 10.3
9.9
8.6
55 32
4
3
1
0.8 10.57 (81)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-1.4 -5.2
5.8
6.6
4.4
76 77
50 10 27
2.3 11.73 (88)
Avg
Columbia Acorn International Select A LAFAX
´
FR
0.9 -2.4
2.2
4.8
6.6
85 93
95 90 40
0.8 10.99 (66)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
0.6 -1.7
6.5
5.7
7.5
88 83
82 82 17
1.5 10.64 (88)
Avg
DFA International Small Company I DFISX
„
FQ
QQQ
5.8
4.4
9.8
7.1
5.9
41 43
42 55 27
2.3 11.79 (83)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQ
-6.8
-11.2
7.6
5.3
4.8
95 95
16 33 20
2.5 13.69 (92)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
4.4
1.7
9.0
7.0
4.4
29 28
14 21 59
1.1 11.78 (87)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQQ
5.4
2.3
8.6
6.8
4.9
13 20
17 25 43
0.6 11.71 (87)
Avg
Fidelity Overseas FOSFX
´
FB
[QQQQ
9.5
7.2 11.3
8.8
4.5
1
1
3
3 26
1.6 11.27 (87)
-Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
QQQQ
1.0 -2.7
6.5
5.6
3.7
43 48
31 27 41
2.6 12.46 (95)
+Avg
First Eagle Overseas A SGOVX
´
FB
QQQQ
2.3 -0.4
5.3
5.2
6.6
28 20
59 33
5
1.0
8.54 (84)
Low
FMI International FMIJX
—
FB
QQQQQ
6.2
5.7 12.4
—
—
5
1
1 — —
1.9
8.01 (64)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
-1.6 -6.2
3.5
4.6
5.7
77 81
84 50 10
2.2 13.16 (94)
High
Harding Loevner International Eq Inv HLMNX
„
FG
QQQ
0.9 -2.6
5.0
5.3
5.8
76 73
77 53 17
0.7 12.83 (91)
+Avg
IVA International A IVIOX
„
FQ
QQQ
1.6
0.2
6.2
6.2
—
71 69
78 71 —
2.7
6.29 (86)
Low
JOHCM International Select II JOHAX
—
FG
[QQQQ
-3.8 -5.8
12.7
7.8
—
98 96
2 14 —
0.6 13.07 (67)
High
Litman Gregory Masters Intl Instl MSILX
—
FB
QQQQ
-2.8 -4.7
6.7
4.4
4.7
82 72
27 58 21
1.2 12.51 (89)
+Avg
Longleaf Partners International LLINX
ˇ
FB
[Q
-6.4
-12.5
2.6
1.1
1.5
93 97
90 94 91
4.2 15.09 (80)
High
MainStay ICAP International I ICEUX
ˇ
FB
QQQ
-2.7 -6.9
4.9
4.8
3.6
81 84
65 47 44
3.4 12.62 (88)
+Avg
Manning & Napier World Opportunities A EXWAX
´
FB
]QQQ
-3.5 -6.6
2.2
2.0
4.2
86 84
92 92 30
1.3 13.26 (90)
+Avg
Neuberger Berman International Eq Inv NIQVX
´
FB
WWWW
4.2
2.5
7.7
6.5
4.1
8
7
16
10
32
0.7
— (—)
Oakmark International I OAKIX
Œ
FB
QQQQQ
-1.2 -3.8
8.7
7.8
6.8
74 64
7
5
4
2.1 14.39 (85)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
2.0
0.6
8.0
5.5
5.5
67 65
64 79 53
1.6 12.39 (84)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQQ
5.3
2.8
7.9
8.5
6.9
15 13
27
6
2
0.8 12.07 (85)
+Avg
T. Rowe Price International Discovery PRIDX
„
FR
QQQQ
9.5
8.4
11.8
9.6
8.1
25 25
21 19 15
0.7
9.59 (84)
Low
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
QQQQ
-1.5 -5.1
6.0
5.0
3.7
61 54
38 33 14
3.3 11.91 (93)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
1.0 -2.9
5.7
5.0
4.4
75 77
70 61 61
1.2
12.0 (93)
Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
-0.5 -4.0
6.2
6.0
—
67 65
38 16 —
2.9 11.38 (95)
-Avg
Thornburg International Value A TGVAX
´
FG
7.5
2.8
6.2
4.4
5.4
6 12
57 73 29
0.9 11.87 (83)
Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
0.8 -0.5
7.6
8.1
6.0
39 17
20
2
1
1.2
8.09 (80)
Low
USAA International USIFX
´
FG
QQQQ
2.3 -2.0
6.2
6.3
5.6
52 65
57 34 24
1.7 11.86 (90)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQQ
1.7 -2.1
6.7
5.6
3.9
35 38
26 24 36
2.9 12.38 (96)
+Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
-2.5 -6.2
3.8
3.3
—
80 82
81
80
—
3.0 12.25 (98)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
Q
0.4 -1.2
5.4
3.5
—
79 79
86 86 —
2.6 11.96 (87)
+Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
[QQQ
8.0
7.3 12.3
7.4
6.2
29 24
14 47 16
1.7
10.5 (85)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
1.8 -2.9
7.0
5.7
5.5
62 77
42 46 26
2.2 13.54 (93)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
-3.4 -8.2
4.8
4.0
3.7
78 84
62 61 14
2.9 13.25 (96)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
-2.3 -5.8
4.0
3.4
3.6
80 80
78 80
44
2.9 12.13 (98)
Avg
Virtus Foreign Opportunities A JVIAX
„
FG
QQQ
3.4 -0.8
3.8
7.3
5.6
39 52
90 19 22
0.8 11.51 (77)
-Avg
World Stock
—
0.2 -1.5
9.8 8.3 5.5
— — — — —
— 11.18 (76)
—
American Funds Capital World Gr&Inc A CWGIX
Œ
QQQ
0.0 -3.1
9.8
8.8
6.5
57 68
52 48 28
2.3 10.42 (89)
-Avg
American Funds New Perspective A ANWPX
Œ
QQQQ
6.9
4.7 12.6 10.8
8.0
6
7
14 10
4
0.6 10.67 (83)
-Avg
American Funds SMALLCAP World A SMCWX
´
QQQ
4.5
4.7 12.3
8.9
7.6
16
7
16 43 10
0.0 11.04 (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
-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