280 / 708
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
05-31-16
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
— 0.3 -7.2 3.2 2.8 2.8 — — — — — — 12.58 (86)
—
American Beacon Intl Equity Inv AAIPX
— FV
QQQQ
-0.8 -11.2 1.7 1.7 1.9 53 55 39 27 16 1.2 13.36 (92)
Avg
American Century International Gr Inv TWIEX
´
FG
QQQ
-2.0 -9.5 2.3 2.7 3.4 80 67 56 43 43 0.5 12.52 (85)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
-0.8 -9.7 3.0 2.3 3.9 59 71 42 55 27 1.7 11.86 (91)
-Avg
American Funds Intl Gr and Inc A IGAAX
Œ
FB
]QQQ
1.2 -11.1 0.4 1.6 — 19 65 76 46 — 3.0 11.74 (93)
Low
Ariel International Investor AINTX
ˇ
FV
QQQQQ
0.6 -4.5 5.8 — — 33 5 1 — — 0.2 10.97 (91)
Low
Artisan International Investor ARTIX
„
FG
QQQ
-2.7 -12.6 2.2 4.5 3.8 88 93 60 15 32 0.5 13.1 (82)
+Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQ
-2.9 -6.5 2.8 5.6 6.1 92 86 78 30 15 0.1 14.09 (64)
+Avg
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
2.6 -4.9 6.1 7.0
6.7
9 7 3 3 1 0.8 11.47 (85)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-1.7 -12.1 1.2 2.0 2.5 76 75 60 32 27 1.7 12.58 (89)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
0.9 -7.6 2.4 3.0 5.3 38 89 84 79 34 1.3 11.36 (90)
-Avg
DFA International Small Company I DFISX
„
FQ
]QQQQ
3.3 -1.4 7.0 4.4 4.5 29 12 25 59 23 2.5 12.71 (85)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
]QQQ
-1.3
-18.2
0.5 1.3 2.6 67 98 74 53 26 2.3 15.56 (94)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
-1.0 -7.7 4.8 3.9 2.8 66 48 15 23 60 1.0 12.43 (86)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQQ
-2.4 -7.5 3.7 3.7 3.1 83 46 28 26 48 1.1 12.46 (85)
Avg
Fidelity International Growth FIGFX
´
FG
QQQQ
0.4 -5.4 5.0 4.9 — 35 24 14 11 — 0.7 11.66 (86)
-Avg
Fidelity Overseas FOSFX
´
FB
QQQQQ
0.8 -3.6 7.2 5.8 3.1 26 5 2 4 18 1.0 12.07 (87)
Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
QQQ
-0.8 -10.0 2.1 2.0 2.0 51 48 41 30 39 2.8 12.91 (95)
Avg
First Eagle Overseas A SGOVX
´
FB
QQQQQ
5.0
-0.6 4.5 4.2 5.6
2 2 6 6 3 0.2 9.2 (85)
Low
FMI International FMIJX
„
FB
QQQQQ
3.7 -2.4 6.9
9.3
— 5 3 3 1 — 1.7 8.05 (69)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
1.9 -11.7 0.5 1.1 3.9 12 71 75 58 10 1.7 13.92 (94)
High
Harding Loevner International Eq Inv HLMNX
„
FG
QQQQ
2.1 -7.3 2.5 2.5 4.4 14 43 52 47 12 0.7 13.86 (92)
+Avg
IVA International A IVIOX
„
FQ
QQQ
0.1 -5.4 3.7 3.9 — 89 64 74 67 — 2.5 6.49 (91)
Low
JOHCM International Select II JOHAX
— FG
QQQQQ
2.2 -15.2 6.9 5.8 — 13 99 5 8 — 0.1 12.64 (65)
+Avg
Litman Gregory Masters Intl Instl MSILX
— FB
QQQ
-4.5
-17.8 -0.9 -0.1 2.6 96 97 91 85 26 1.8 13.17 (89)
+Avg
Longleaf Partners International LLINX
ˇ
FB
Q
3.5 -8.9
-1.9
-0.5
1.0
5 32 93 90 72 1.7 17.3 (83)
High
Manning & Napier World Opportunities A EXWAX
´
FB
2.5 -9.2 -1.1
-1.3
2.4
9 36 93 93 28 1.8 13.9 (91)
+Avg
Neuberger Berman International Eq Inv NIQVX
„
FB
]QQQQQ
1.2 -4.7 4.5
2.7 2.4
19 6 6
17 30
0.4 11.79 (87)
-Avg
Oakmark International I OAKIX
Œ
FB
QQQQ
-4.0 -14.5 -0.2 3.5 4.3 95 91 86 9 6 2.3 15.3 (90)
High
Oakmark International Small Cap I OAKEX
´
FQ
2.3 -9.9 3.5 3.3 3.9 43 97 78 75 37 2.4 14.38 (86)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQQ
0.9 -5.0 3.8 4.5 5.3 29 18 25 17 1 0.9 12.84 (86)
Avg
T. Rowe Price International Discovery PRIDX
„
FR
QQQQ
0.5 -1.0
8.1
6.9 6.3 52 24 15 17 13 0.6 10.85 (84)
Low
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
[QQQ
0.0 -11.6 1.7 1.3 1.8 38 57 39 35 21 2.1 12.36 (93)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
1.4 -8.7 3.2 2.3 3.3 23 58 39 52 43 1.1 13.12 (94)
+Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
0.0 -11.1 2.3 2.2 — 37 64 36 27 — 2.1 12.16 (95)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
1.0 -5.0 3.1 5.4 5.0 30 7 20 1 1 0.8 8.48 (83)
Low
USAA International USIFX
´
FG
QQQQ
-1.2 -9.7 2.1 2.5 3.7 70 73 65 45 32 1.3 12.81 (91)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
]QQQQ
-0.1 -9.1 2.5 2.3 2.1 40 34 31 26 34 2.9 12.9 (96)
Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
]QQQ
0.8 -11.1 0.9
0.3
— 26 64 67
79
— 2.9 13.13 (98)
+Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
3.1 -6.3 3.1 1.0 — 31 89 84 90 — 2.4 12.98 (89)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
0.1 -2.9 7.7 4.4 4.2 91 35 12 57 34 1.5 11.7 (84)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
-0.2 -9.7 2.9 2.3 3.7 45 71 46 52 35 1.4 14.77 (95)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
0.3 -13.5 0.4 1.1 1.7 34 75 62 41 25 2.1 13.95 (96)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
1.0 -10.7 1.0 0.5
2.0
22 59 64 76
37
2.8 13.04 (98)
Avg
Virtus Foreign Opportunities A JVIAX
´
FG
QQQQ
2.9
1.6
3.0 4.9 4.5
5 1 44 12 11 0.9 11.63 (78)
Low
World Stock
— 1.5 -5.2 5.3 5.3 4.4 — — — — — — 12.18 (81)
—
American Funds Capital World Gr&Inc A CWGIX
ΠQQQ
2.0 -5.0 5.6 5.8 5.4 41 43 47 42 26 2.4 11.36 (91)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
-0.6 -3.1 7.5 7.6 6.8 78 27 14 12 5 0.7 11.86 (86)
Avg
American Funds SMALLCAP World A SMCWX
´ QQQ
0.5 -7.9 6.1 6.3 6.1 59 72 37 32 11 0.0 12.82 (66)
+Avg
Artisan Global Equity Investor ARTHX
—
QQQQ
-0.9 -9.2 4.6 9.2 — 83 83 66 2 — 0.0 12.75 (73)
+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 -4.0 6.5 6.5 4.5
MSCI EAFE Index
-0.6 -10.1 2.0 1.9 1.7
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