232 / 708
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
04-30-16
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
— -0.1 -7.2 2.5 2.2 2.2 — — — — — — 12.63 (86)
—
American Beacon Intl Equity Inv AAIPX
— FV
QQQQ
-0.5 -11.3 1.7 1.3 1.6 59 55 33 27 16 1.2 13.36 (92)
Avg
E
American Century International Gr Inv TWIEX
´
FG
]QQQ
-2.6 -8.8 1.5 2.0 2.7 74 57 61 44 45 0.5 12.58 (86)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
-1.1 -9.9 2.6 1.7 3.2 47 70 40 54 30 1.7 11.89 (91)
Low
American Funds Intl Gr and Inc A IGAAX
Œ
FB
1.7 -11.6 -0.3 1.3 — 19 70 76 39 — 3.0 11.82 (94)
Low
Ariel International Investor AINTX
— FV
QQQQQ
2.3 -3.3 6.4 — — 24 1 1 — — 0.2 10.9 (90)
Low
Artisan International Investor ARTIX
„
FG
QQQ
-2.9 -11.5 1.9 3.8 3.2 79 91 52 16 29 0.5 13.11 (82)
+Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQ
-4.7
-8.8 3.0 4.8 5.1 96 96 71 35 18 0.1 14.12 (63)
+Avg
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
1.9 -4.6 5.9 6.5
6.2
15 6 3 3 1 0.8 11.47 (85)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-2.1 -13.1 1.4 1.5 2.2 81 87 40 33 26 1.7 12.58 (88)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
0.6 -7.9 1.7 2.6 4.5 22 89 88 75 34 1.3 11.43 (91)
-Avg
DFA International Small Company I DFISX
„
FQ
]QQQQ
2.7 -0.8 6.0 3.7 3.9 30 4 26 59 15 2.5 12.81 (86)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
]QQQ
-0.3
-17.9
1.2 0.9 2.2 45 98 46 49 26 2.3 15.56 (92)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
-2.3 -7.4 3.7 2.9 2.1 67 44 22 27 63 1.0 12.49 (88)
Avg
Fidelity International Discovery FIGRX
´
FG
[QQQ
-3.6 -7.4 2.6 2.6 2.5 87 43 39 30 49 1.1 12.52 (87)
Avg
E
Fidelity International Growth FIGFX
´
FG
]QQQQQ
-1.0 -5.4 3.6 4.1 — 43 22 23 11 — 0.7 11.79 (87)
-Avg
Fidelity Overseas FOSFX
´
FB
QQQQQ
-0.7 -3.4 6.0 4.7 2.3 53 4 3 4 23 1.0 12.15 (89)
Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
QQQ
-0.5 -9.9 1.2 1.5 1.6 50 48 45 31 36 2.8 13.03 (95)
Avg
First Eagle Overseas A SGOVX
´
FB
QQQQQ
6.8 0.7
4.3 4.2 5.5
1 1 5 5 2 0.2 9.24 (85)
Low
FMI International FMIJX
„
FB
QQQQQ
2.2 -3.1
7.3 8.8
— 11 4 1 1 — 1.8 8.11 (66)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
2.6 -11.0 0.6 0.7 3.3
8 63 61 54 11 1.7 13.92 (94)
High
Harding Loevner International Eq Inv HLMNX
„
FG
QQQQ
2.0 -8.6 2.0 1.9 3.9 11 55 51 47 12 0.7 13.9 (92)
+Avg
IVA International A IVIOX
„
FQ
QQQ
1.5 -3.9 3.6 4.0 — 43 43 71 54 — 2.5 6.53 (91)
Low
JOHCM International Select II JOHAX
— FG
QQQQQ
3.3 -11.6 7.1 5.7 — 3 93 2 2 — 0.1 12.62 (65)
+Avg
Litman Gregory Masters Intl Instl MSILX
— FB
QQQ
-4.4 -17.1 -0.8 -0.5 2.1 94 97 85 83 27 1.8 13.17 (88)
+Avg
Longleaf Partners International LLINX
ˇ
FB
Q
5.5 -6.2
-1.2
-0.5
0.9
1 12 91 83 61 1.7 17.27 (82)
High
Manning & Napier World Opportunities A EXWAX
´
FB
QQQ
4.1 -8.5 -0.4
-1.3
2.2
4 31 80 92 25 1.8 13.88 (89)
+Avg
Neuberger Berman International Eq Inv NIQVX
„
FB
]QQQQQ
0.5 -5.1 3.6
2.1 1.6
31 7 7
20 35
0.4 11.87 (88)
-Avg
Oakmark International I OAKIX
Œ
FB
QQQQ
-0.9 -12.2 1.6 3.8 4.4 60 78 37 6 5 2.3 15.22 (87)
High
Oakmark International Small Cap I OAKEX
´
FQ
2.0 -10.3 3.5 2.6 3.3 35 98 74 77 41 2.4 14.38 (86)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQQ
1.5 -3.5 3.8 4.3 4.8 16 10 19 9 1 0.9 12.84 (86)
Avg
T. Rowe Price International Discovery PRIDX
„
FR
QQQQ
-1.1 -1.3 7.2 6.1 5.4 49 28 12 18 13 0.7 10.87 (85)
Low
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
[QQQ
0.3 -10.6 1.3 0.9 1.4 42 47 37 34 20 2.1 12.39 (94)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
1.0 -8.8 2.7 1.9 2.7 26 57 37 49 46 1.1 13.14 (94)
+Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
0.0 -10.9 1.7 1.8 — 37 61 34 25 — 2.1 12.22 (95)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
-0.1 -6.6 2.8 5.1 4.4 50 11 12 1 1 0.8 8.47 (83)
Low
USAA International USIFX
´
FG
QQQQ
-1.2 -10.0 1.9 2.0 3.4 49 72 53 41 26 1.3 12.81 (91)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQ
0.4 -8.8 1.6 1.8 1.8 33 34 35 26 31 2.8 13.04 (96)
Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
1.9 -11.2 0.2
0.0
— 16 65 69
75
— 2.9 13.24 (98)
+Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
3.6 -5.8 2.5 0.6 — 18 75 87 93 — 2.4 13.04 (89)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
-1.4 -3.5 7.0 3.6 3.5 88 36 9 64 26 1.5 11.71 (85)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
-0.1 -9.7 2.8 1.7 3.2 34 68 33 52 34 1.4 14.77 (94)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
2.0 -12.7 0.5 0.8 1.4 26 68 50 36 21 2.1 13.94 (96)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
2.1 -10.6 0.4 0.1
1.6
12 58 65 72
35
2.8 13.15 (98)
+Avg
Virtus Foreign Opportunities A JVIAX
´
FG
QQQQ
1.4 -0.4 1.4 4.5 3.9 17 1 63 6 11 0.9 11.81 (79)
Low
World Stock
— 0.7 -5.4 5.3 4.7 3.9 — — — — — — 12.23 (80)
—
American Funds Capital World Gr&Inc A CWGIX
ΠQQQ
1.7 -5.2 5.4 5.4 4.9 35 42 50 37 24 2.4 11.37 (91)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
-1.5 -3.2 7.6 6.9 6.3 77 26 12 12 5 0.7 11.86 (85)
Avg
American Funds SMALLCAP World A SMCWX
´ QQQ
-1.1 -5.4 6.3 5.4 5.3 72 45 30 39 17 0.0 12.86 (64)
+Avg
Artisan Global Equity Investor ARTHX
—
QQQQ
-3.4 -9.3 4.2 8.2 — 91 82 70 4 — 0.0 12.71 (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
1.2 -4.2 6.3 6.0 4.1
MSCI EAFE Index
-0.5 -9.9 1.0 1.4 1.3
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