136 / 708
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
02-29-16
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
— -8.1 -11.9 1.5 1.6 2.3 — — — — — — 12.13 (85)
—
American Beacon Intl Equity Inv AAIPX
— FV
QQQQ
-9.5 -16.6 0.1 0.3 1.5 69 57 39 26 14 1.3 12.89 (92)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
-8.8 -14.5 1.1 1.1 3.1 59 72 44 56 33 1.9 11.33 (91)
Low
American Funds Intl Gr and Inc A IGAAX
Œ
FB
-7.0 -18.1 -1.5 0.7 — 24 85 75 33 — 3.5 11.34 (92)
Low
Ariel International Investor AINTX
— FV
QQQQQ
-4.6 -5.4 6.1 — — 6 1 1 — — 0.2 10.71 (90)
Low
Artisan International Investor ARTIX
„
FG
QQQ
-8.5 -16.1 1.5 4.1 3.5 50 90 39 13 24 0.5 12.89 (83)
+Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQ
-10.6 -4.0 2.3 5.8 5.6 86 21 73 20 16 0.1 13.96 (63)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
-5.9 -11.7 4.4 5.8
6.4
10 14 3 3 1 0.9 10.85 (82)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-9.4 -16.8 0.2 0.9 2.1 74 73 44 29 27 1.9 12.34 (89)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
-6.3 -12.1 1.3 2.4 5.0 28 94 87 79 25 1.3 11.0 (89)
-Avg
DFA International Small Company I DFISX
„
FQ
QQQ
-7.1 -6.8 4.0 2.5 3.8 25 15 35 68 11 2.3 12.06 (84)
+Avg
Dodge & Cox International Stock DODFX
Œ
FB
-12.0 -25.6
-1.5 -0.6 2.0 97 100 75 68 28 2.6 14.63 (91)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
-8.4 -11.7 3.9 2.5 2.3 49 43 12 29 57 1.0 12.37 (88)
+Avg
Fidelity International Discovery FIGRX
´
FG
[QQQ
-9.4 -11.1 2.8 2.3 2.7 67 36 20 32 45 1.1 12.41 (87)
+Avg
Fidelity Overseas FOSFX
´
FB
]QQQQQ
-8.1 -8.2 5.6 4.3 2.5 46 5 2 4 21 1.1 11.91 (88)
Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
QQQ
-8.7 -15.2 0.4 0.5 1.6 56 51 41 38 35 2.9 12.77 (94)
+Avg
First Eagle Overseas A SGOVX
´
FB
]QQQQQ
-2.1
-5.8 2.7 3.2 5.4
1 3 10 6 2 0.2 8.67 (83)
Low
FMI International FMIJX
— FB
QQQQQ
-2.1 -5.2 7.1
8.7
— 1 2 2 1 — 1.8 8.0 (63)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
-6.1 -15.4 -1.2 0.3 3.4 12 53 71 44 11 1.9 13.4 (94)
High
Harding Loevner International Eq Inv HLMNX
„
FG
QQQ
-6.7 -13.8 0.3 1.2 3.7 26 61 62 54 17 0.8 13.26 (92)
+Avg
IVA International A IVIOX
„
FQ
QQQQ
-3.0 -5.2 3.5 3.9 — 3 11 46 41 — 2.6 6.41 (89)
Low
JOHCM International Select II JOHAX
— FG
QQQQQ
-2.1 -14.1
7.7
5.8 — 1 64 2 2 — 0.2 12.72 (67)
+Avg
Litman Gregory Masters Intl Instl MSILX
— FB
QQQ
-9.5 -20.7 -1.3 -0.7 2.4 77 95 73 70 23 1.9 12.85 (90)
+Avg
Longleaf Partners International LLINX
ˇ
FB
Q
-9.1 -20.0
-5.1 -3.3 -0.2
69 93 95 94 87 2.0 15.41 (80)
High
MainStay ICAP International I ICEUX
ˇ
FB
QQQ
-9.9 -19.3 -1.5 -0.7 1.4 84 90 76 69 39 1.8 13.05 (87)
+Avg
Manning & Napier World Opportunities A EXWAX
´
FB
QQQ
-4.0 -13.8 -2.4 -1.9 2.4
3 34 89 89 22 1.9 13.08 (88)
+Avg
Neuberger Berman International Eq Inv NIQVX
´
FB
QQQQ
-6.9 -10.0 1.8
2.1 1.8
22 6 16
11 30
0.5 11.29 (86)
-Avg
Oakmark International I OAKIX
Œ
FB
QQQQ
-10.7 -19.7 -0.3 1.9 4.3 92 92 54 12 5 2.5 14.69 (86)
High
Oakmark International Small Cap I OAKEX
´
FQ
-10.4 -16.8 0.4 0.6 2.9 90 98 81 79 58 2.8 13.09 (84)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQQ
-5.4 -8.0 2.7 4.2 4.9 12 8 21 12 1 0.9 12.34 (85)
Avg
T. Rowe Price International Discovery PRIDX
„
FR
QQQQQ
-8.0
-2.5
6.0 6.2 5.9 49 15 27 14 12 0.7 10.32 (85)
Low
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
QQQQ
-7.1 -14.8 0.4 0.2 1.6 27 35 35 28 13 2.2 12.05 (93)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
-7.5 -14.4 0.6 1.2 2.4 35 70 55 54 55 1.2 12.42 (94)
Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
-7.9 -16.0 0.6 1.0 — 40 64 34 27 — 2.3 11.75 (95)
-Avg
Thornburg International Value A TGVAX
ˇ
FG
-9.7 -10.9 0.7 0.0 3.1 76 33 52 77 34 0.9 12.37 (84)
Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
-5.2 -9.5 2.2 4.7 4.2 10 4 14 1 1 0.9 8.32 (84)
Low
USAA International USIFX
Ø
FG
[QQQ
-8.8 -14.4 0.0 1.8 3.3 58 71 66 42 28 1.4 12.26 (90)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
[QQQ
-8.5 -14.6 0.7 0.6 1.7 53 44 32 36 32 3.2 12.68 (95)
+Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
-7.9 -16.9 -1.8
-1.1
— 40 75 82
79
— 3.2 12.46 (98)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
-6.6 -11.4 0.1 -0.2 — 20 82 85 89 — 2.7 12.18 (87)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
-8.9 -7.3 6.0 3.0 3.8 61 17 13 63 16 1.6 11.13 (84)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
]QQQ
-9.2 -15.1 0.5 1.2 3.0 65 83 56 54 39 1.5 14.1 (94)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
-7.6 -18.0 -1.2 -0.6 1.3 31 70 61 51 22 2.3 13.41 (95)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
-7.8 -16.4 -1.5 -1.0
1.4
37 69 78 77
38
3.1 12.35 (98)
Avg
Virtus Foreign Opportunities A JVIAX
„
FG
QQQQ
-4.7 -6.3 0.9 5.1 3.9
4 4 48 6 12 0.9 11.49 (77)
Low
World Stock
— -6.3 -11.5 4.2 4.2 3.7 — — — — — — 11.71 (78)
—
American Funds Capital World Gr&Inc A CWGIX
ΠQQQ
-6.4 -12.2 4.6 4.9 4.7 46 56 44 39 22 2.5 10.9 (90)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
-8.4 -8.2 6.6 6.3 6.2 75 17 13 16 4 0.7 11.44 (84)
Avg
American Funds SMALLCAP World A SMCWX
´ QQQ
-9.6 -11.1 4.7 5.0 5.1 85 41 40 36 15 0.0 12.27 (60)
+Avg
E
Artisan Global Equity Investor ARTHX
—
[QQQQ
-11.3 -14.8 4.1 7.6 — 95 82 55 7 — 0.0 12.54 (71)
+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
-6.7 -11.0 5.3 4.9 3.8
MSCI EAFE Index
-8.9 -15.2 0.4 0.6 1.5
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