88 / 772
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
01-31-15
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
— 0.2 -1.8 9.3 7.6 5.5 — — — — — — 12.36 (86)
—
American Beacon Intl Equity Inv AAIPX
— FV
QQQQ
0.4 -2.5 10.0 6.6 4.6 43 53 12 22 29 2.5 13.35 (92)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
QQQ
1.0 2.5 9.9 7.1 7.0 34 37 36 52 13 1.4 11.57 (94)
-Avg
American Funds Intl Gr and Inc A IGAAX
Œ
FB
]QQQQ
-0.4 0.5 9.5 7.4 — 85 40 26 24 — 3.5 11.38 (94)
-Avg
Artisan International Investor ARTIX
„
FG
QQQQ
1.4 5.8 14.1 10.8 7.4 20 11 2 2 5 0.7 12.02 (87)
Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQ
-0.2 -10.2 12.2 9.2 9.0 62 92 24 71 13 0.0 13.18 (69)
+Avg
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
-0.7 1.9 15.0 12.1
9.2
91 20 2 1 1 1.5 10.9 (83)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQQ
0.7 -1.6 10.8 8.3 5.0 43 77 14 9 38 2.3 12.68 (87)
Avg
Columbia Acorn International Select A LAFAX
„
FR
1.0 -4.4 7.6 8.6 7.6 29 68 90 81 41 0.4 11.1 (63)
Low
Columbia Acorn International Z ACINX
„
FR
QQQQ
0.7 0.2 10.1 9.3 8.9 42 32 67 69 15 1.5 11.26 (90)
-Avg
Dodge & Cox International Stock DODFX
Œ
FB
[QQQQ
-0.8 3.8 12.6 8.6 6.7 91 9 6 8 16 2.3 13.64 (94)
High
Fidelity Diversified International FDIVX
ˇ
FG
QQQ
0.9 2.2 11.2 7.8 5.4 46 42 15 38 54 1.1 11.82 (92)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQ
0.9 0.3 11.3 7.7 5.8 40 64 14 40 43 0.7 12.35 (91)
+Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
QQQ
0.8 -0.3 9.2 6.5 4.7 39 51 30 43 46 3.3 12.94 (96)
+Avg
First Eagle Overseas A SGOVX
´
FB
QQQQ
2.9
3.2 7.3 8.1 8.0
2 12 68 10 5 1.0 8.78 (88)
Low
Harbor International Institutional HAINX
Œ
FB
[QQQ
-0.1 -2.1 6.8 6.9 7.5 79 83 75 33 8 2.2 12.34 (93)
Avg
Harding Loevner International Eq Inv HLMNX
„
FG
QQQQ
1.4 7.0 8.5 8.1
7.5
20 9 59 31
5
0.7 11.86 (91)
Avg
IVA International A IVIOX
„
FQ
QQQ
0.6 2.7 7.8 8.2 — 26 4 77 62 — 2.8 6.8 (86)
Low
Janus Overseas T JAOSX
´
FB
Q
-1.7 -9.5
-3.1 -2.4
6.1 96 99 99 99 22 1.0 18.26 (75)
High
E
JOHCM International Select II JOHAX
— FG
]QQQQQ
1.6
9.9 16.4 14.2
— 12 1 1
1
— 0.6 12.47 (75)
+Avg
Litman Gregory Masters Intl Instl MSILX
— FB
QQQQ
-0.2 1.2 9.7 7.5 6.9 80 31 24 18 14 1.2 12.84 (92)
+Avg
Longleaf Partners International LLINX
´
FB
-1.7
-14.4
7.1 4.4
3.0
95 100 72 89 87 3.7 16.18 (79)
High
MainStay ICAP International I ICEUX
´
FV
QQQQ
0.3 -1.6 7.8 6.4 5.5 48 36 46 25 8 3.3 11.64 (88)
Low
Manning & Napier World Opportunities A EXWAX
Œ
FB
QQQ
0.4 -5.2 6.2 3.8 5.4 59 94 85 92 30 1.2 13.64 (90)
High
Neuberger Berman International Eq Inv NIQVX
´
FB
WWWWW
-0.8 1.9
9.2 8.1
— 92 20
32 10
— 0.7 — (—)
Oakmark International I OAKIX
Œ
FB
QQQQQ
0.0 -1.9 13.8 10.3 8.1 73 82 3 4 4 2.1 14.46 (84)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
0.3 -5.0 9.6 7.6 6.6 34 64 65 82 31 1.6 13.92 (81)
High
Oppenheimer International Growth A OIGAX
„
FG
]QQQQ
0.0 -1.8 10.3 8.8 7.4 77 83 27 21 5 0.8 12.38 (87)
Avg
Scout International UMBWX
ˇ
FG
QQQ
-0.8 -0.2 6.7 6.2 6.6 95 67 80 71 26 1.5 11.23 (91)
-Avg
T. Rowe Price International Discovery PRIDX
´
FR
QQQQ
-0.7 0.4 13.0 10.3 8.9 79 27 16 45 17 0.8 10.79 (84)
-Avg
T. Rowe Price International Stock Fd PRITX
ˇ
FG
QQQ
1.2 5.8 8.2 7.5 5.7 30 12 63 44 46 1.2 12.02 (94)
Avg
T. Rowe Price Intl Gr & Inc TRIGX
ˇ
FV
QQQQ
-0.4 -2.7 8.3 6.7 4.9 73 55 40 21 15 3.2 12.3 (95)
-Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
0.8 0.6 9.7 7.7 — 34 39 24 14 — 2.8 11.89 (96)
-Avg
TCW International Small Cap I TGICX
— FR
Q
1.6 -7.6 4.7 — — 10 89 99 — — 0.6 16.77 (68)
High
Third Avenue International Value Instl TAVIX
ˇ
FA
-3.7
-12.5 4.4 3.8 3.4 98 94 97 91 100 7.6 12.71 (83)
Avg
Thornburg International Value A TGVAX
´
FG
2.1 2.8 6.5 5.7 6.4
8 34 85 81 30 0.9 11.58 (84)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
0.2 4.6 12.3 9.8 7.0 55 1 4 2 4 1.2 8.0 (78)
Low
USAA International USIFX
´
FG
QQQQ
1.1 1.8 9.2 7.6 6.5 30 47 49 41 27 1.7 12.39 (90)
+Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQ
0.9 -0.3 9.2 6.5 4.8 32 51 32 44 43 3.7 13.0 (96)
+Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
0.2 1.3 6.7
5.8
— 68 29 77
64
— 3.5 12.6 (98)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
Q
-0.6 -3.3 6.6 6.6 — 66 54 87 98 — 2.5 12.77 (91)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
-0.1 -0.8 11.0 8.4 6.5 54 15 46 59 44 1.9 11.99 (88)
Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
0.2 0.3 8.9 8.0 6.4 68 65 55 34 29 2.3 13.14 (95)
High
Vanguard International Value Inv VTRIX
´
FV
[QQQ
-0.9 -2.5 8.2 5.5 5.2 88 53 41 46 12 2.8 13.14 (96)
Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
0.2 0.8 6.8
5.5 5.0
68 36 76
69 38
3.4 12.54 (98)
Avg
Virtus Foreign Opportunities A JVIAX
„
FG
]QQQQ
1.7 8.4 8.6 8.9 6.7 11 3 58 19 20 0.8 11.45 (82)
-Avg
World Stock
— -1.0 5.3 11.7 10.2 6.3 — — — — — — 10.85 (77)
—
American Funds Capital World Gr&Inc A CWGIX
Π]QQQQ
0.0 7.5 13.9 10.3 7.7 16 27 19 52 20 2.3 9.97 (91)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
-0.4 7.0 14.0 11.6 8.3 29 33 18 28 9 0.6 10.23 (83)
-Avg
American Funds SMALLCAP World A SMCWX
´ QQQ
-0.8 2.5 13.5 11.9 8.4 43 77 26 24 9 0.0 10.96 (66)
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
-1.8 7.0 12.9 10.7 6.1
MSCI EAFE
0.5 -0.4 9.3 6.4 4.7
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