(PUB) Investing 2016

184 / 708

38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
03-31-16
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 — -1.5 -4.7 3.3 3.2 2.6 — — — — — — 12.77 (87) —
American Beacon Intl Equity Inv AAIPX — FV QQQQ -3.2 -9.9 2.1 2.0 1.8 68 57 36 25 18 1.2 13.47 (92) Avg
American Funds Europacific Growth A AEPGX ΠFG QQ -2.4 -8.6 3.3 2.4 3.6 52 80 38 57 30 1.8 12.01 (92) -Avg
American Funds Intl Gr and Inc A IGAAX Œ FB QQ -0.3 -10.0 0.6 1.9 — 23 75 73 43 — 3.1 12.09 (93) -Avg
Ariel International Investor AINTX — FV QQQQQ 1.3 0.0 7.7 — — 13 1 1 — — 0.2 11.18 (91) Low
Artisan International Investor ARTIX „ FG QQQ -3.6 -11.1 2.7 5.2 3.6 75 94 51 13 29 0.5 13.21 (83) +Avg
Artisan International Small Cap Investor ARTJX ΠFR QQQ -6.1 -0.5 3.6 5.8 5.6 100 47 74 42 19 0.1 14.22 (64) High
Artisan International Value Investor ARTKX ΠFB QQQQQ 0.8 -4.5 6.1 7.4 6.7 9 13 3 3 1 0.8 11.49 (85) Low
Causeway International Value Inv CIVVX ΠFB QQQ -4.8 -11.6 1.8 2.3 2.4 93 88 51 34 27 1.8 12.67 (88) Avg
Columbia Acorn International Z ACINX „ FR QQQ 0.1 -5.3 2.6 3.6 5.2 29 95 87 78 27 1.3 11.57 (92) -Avg
DFA International Small Company I DFISX „ FQ QQQ 0.4 2.3 6.1 4.2 4.1 39 3 43 64 11 2.5 12.83 (86) Avg
Dodge & Cox International Stock DODFX ΠFB QQ -3.8 -18.1 1.3 1.4 2.5 84 100 61 58 26 2.4 15.6 (92) High
Fidelity Diversified International FDIVX ´ FG QQQ -2.9 -5.9 5.1 3.9 2.5 67 51 14 28 63 0.9 12.74 (89) Avg
Fidelity International Discovery FIGRX ´ FG ]QQQQ -4.0 -5.0 4.1 3.8 2.9 83 40 26 29 49 1.1 12.8 (88) Avg
Fidelity Overseas FOSFX ´ FB QQQQQ -2.3 -1.3 7.0 5.7 2.7 49 4 3 4 22 1.1 12.35 (89) Avg
Fidelity Spartan International Idx Inv FSIIX „ FB QQQ -2.7 -8.4 2.1 2.3 1.8 59 51 43 34 36 2.7 13.29 (95) +Avg
First Eagle Overseas A SGOVX ´ FB QQQQQ 3.0 0.1 3.9 4.2 5.6 1 3 12 8 2 0.2 9.12 (86) Low
FMI International FMIJX „ FB QQQQQ 1.7 -2.8 7.5 9.5 — 7 7 2 1 — 1.8 8.12 (66) Low
Harbor International Institutional HAINX ΠFB QQQ 0.5 -8.6 1.0 1.7 3.7 11 55 67 51 11 1.8 14.01 (94) High
Harding Loevner International Eq Inv HLMNX „ FG ]QQQQ 0.6 -6.2 2.5 2.7 4.1 20 56 52 51 16 0.7 13.98 (93) +Avg
IVA International A IVIOX „ FQ [QQQ 0.6 -1.4 4.1 4.5 — 31 53 68 55 — 2.5 6.64 (91) Low
JOHCM International Select II JOHAX — FG QQQQQ 1.5 -12.0 7.8 6.6 — 4 98 2 4 — 0.2 12.74 (66) +Avg
Litman Gregory Masters Intl Instl MSILX — FB QQQ -4.0 -14.0 0.6 0.4 2.7 87 96 75 82 23 1.7 13.33 (90) +Avg
Longleaf Partners International LLINX ˇ FB Q 2.8 -4.9 -1.2 -0.6 0.8 2 16 93 92 71 1.8 17.28 (82) High
MainStay ICAP International I ICEUX ˇ FB QQQ -3.4 -12.6 0.5 0.9 1.7 77 92 76 69 40 1.6 13.69 (88) +Avg
Manning & Napier World Opportunities A EXWAX ´ FB QQQ 3.7 -3.7 -0.1 -0.1 2.7 1 9 85 88 23 1.8 13.89 (89) +Avg
Neuberger Berman International Eq Inv NIQVX ´ FB QQQQ -0.8 -4.2 3.8 3.1 2.2 28 11 14 18 29 0.4 11.88 (87) -Avg
Oakmark International I OAKIX ΠFB QQQQ -2.9 -12.4 2.7 4.4 4.8 67 91 31 6 4 2.3 15.51 (87) High
Oakmark International Small Cap I OAKEX ´ FQ ]QQQ -1.1 -8.8 3.5 2.6 3.6 60 98 79 77 42 2.5 14.38 (86) High
Oppenheimer International Growth A OIGAX „ FG QQQQ 1.0 0.2 4.5 5.6 5.1 10 7 20 9 1 0.9 12.89 (87) Avg
T. Rowe Price International Discovery PRIDX „ FR [QQQQ -1.7 3.7 8.0 7.3 5.9 54 16 18 17 12 0.7 10.95 (87) Low
T. Rowe Price International Gr & Inc TRIGX ˇ FV QQQQ -1.1 -7.9 2.2 1.8 1.9 32 38 34 31 15 2.1 12.59 (94) -Avg
T. Rowe Price International Stock PRITX ˇ FG QQQ -0.3 -6.9 3.0 2.7 2.9 27 61 44 52 48 1.1 13.18 (95) +Avg
T. Rowe Price Overseas Stock TROSX ´ FB QQQQ -1.3 -9.0 2.6 2.7 — 36 61 33 24 — 2.1 12.42 (95) -Avg
Thornburg International Value A TGVAX ˇ FG QQ -4.3 -5.4 2.5 1.1 3.4 88 45 53 83 37 0.9 12.82 (84) Avg
Tweedy, Browne Global Value TBGVX „ FV QQQQQ -2.3 -7.1 2.6 5.5 4.4 48 35 30 2 1 0.8 8.43 (83) Low
USAA International USIFX ´ FG ]QQQQ -2.8 -7.7 2.0 3.2 3.7 63 72 62 40 27 1.3 12.84 (91) Avg
Vanguard Developed Markets Idx Admiral VTMGX ΠFB QQQ -2.0 -7.3 2.5 2.5 2.0 45 39 34 28 31 2.9 13.29 (95) +Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Œ FB QQ -0.3 -8.7 0.7 0.6 — 24 57 72 78 — 2.9 13.36 (98) Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX „ FQ QQ 0.9 -2.7 2.5 1.1 — 24 70 87 89 — 2.5 13.03 (89) Avg
Vanguard International Explorer Inv VINEX ˇ FQ QQQ -2.0 -0.8 8.1 4.5 4.0 88 48 13 59 16 1.5 11.85 (86) -Avg
Vanguard International Growth Inv VWIGX „ FG QQQ -2.0 -7.7 3.1 2.5 3.4 40 72 42 55 37 1.4 14.81 (94) High
Vanguard International Value Inv VTRIX ´ FV QQQ -0.5 -10.7 1.3 1.3 1.6 29 67 51 43 24 2.1 14.13 (96) +Avg
Vanguard Total Intl Stock Index Admiral VTIAX ΠFB QQ -0.2 -8.2 0.8 0.7 1.9 21 47 70 76 35 2.8 13.24 (98) Avg
Virtus Foreign Opportunities A JVIAX ´ FG QQQQ 0.8 1.9 1.9 5.7 4.3 13 1 64 7 13 0.9 11.87 (80) Low
World Stock — 0.1 -4.5 5.7 5.5 4.1 — — — — — — 12.22 (80) —
American Funds Capital World Gr&Inc A CWGIX ΠQQQ 0.3 -4.5 6.2 6.2 5.3 43 44 43 37 22 2.5 11.51 (92) -Avg
American Funds New Perspective A ANWPX ΠQQQQ -2.5 -1.9 8.2 7.6 6.6 78 24 11 16 5 0.7 11.91 (85) Avg
American Funds SMALLCAP World A SMCWX ´ QQQ -2.9 -5.4 6.3 5.9 5.5 82 57 39 44 17 0.0 12.86 (64) +Avg
Artisan Global Equity Investor ARTHX — QQQQ -5.5 -9.1 5.0 9.0 — 96 85 66 5 — 0.0 12.88 (74) +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 -0.3 -3.5 6.8 6.5 4.3
MSCI EAFE Index -2.7 -8.6 1.9 2.1 1.6
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