328 / 708
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
06-30-16
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
— -2.7 -8.2 3.0 2.5 2.7 — — — — — — 12.68 (84)
—
American Beacon Intl Equity Inv AAIPX
— FV
[QQQ
-4.9 -12.7 1.2 1.3 1.5 56 61 39 25 22 1.2 13.49 (91)
Avg
American Century International Gr Inv TWIEX
´
FG
QQQ
-5.8 -10.7 1.8 2.2 3.0 83 78 78 54 49 0.5 12.65 (84)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
-2.8 -9.9 3.4 2.1 3.6 60 67 39 55 31 1.8 11.77 (91)
-Avg
American Funds Intl Gr and Inc A IGAAX
Œ
FB
]QQQ
-0.6 -10.6 0.5 1.6 — 22 57 77 37 — 2.9 11.72 (94)
Low
Ariel International Investor AINTX
ˇ
FV
QQQQQ
-0.2 -3.0 5.8 — — 23 6 1 — — 0.2 10.97 (92)
Low
Artisan International Investor ARTIX
„
FG
QQQ
-4.9 -11.9 2.3 4.4 3.6 78 87 66 16 34 0.5 13.08 (82)
+Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQ
-8.7 -9.4 2.0 4.6 5.8 95 94 86 54 21 0.1 14.35 (62)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
-0.7 -6.5 5.2 6.5
6.4
23 16 5 3 1 0.8 11.65 (85)
-Avg
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-6.0 -13.3 0.5 1.7 2.1 86 86 77 34 30 1.8 12.78 (88)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
-1.3 -7.4 2.5 3.0 5.1 31 67 81 79 36 1.3 11.35 (90)
-Avg
DFA International Small Company I DFISX
„
FQ
QQQQ
-0.8 -3.9 6.5 4.0 4.3 32 16 18 53 27 3.2 12.84 (84)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQ
-4.9 -18.9 0.4 1.0 2.2 75 97 79 52 28 2.4 15.6 (94)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
-5.1 -10.0 4.2 3.4 2.4 80 68 25 26 67 1.0 12.62 (85)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQ
-6.2 -9.3 3.4 3.2 2.8 87 60 40 32 55 1.1 12.55 (84)
Avg
Fidelity International Growth FIGFX
´
FG
[QQQQ
-0.8 -3.9 5.4 5.0 — 30 21 13 11 — 0.7 11.6 (86)
-Avg
Fidelity International Index Investor FSIIX
„
FB
QQQ
-3.3 -9.8 2.2 1.8 1.7 48 43 41 31 39 2.9 12.89 (94)
Avg
Fidelity Overseas FOSFX
´
FB
QQQQQ
-3.3 -5.7 6.5 5.1 2.7 47 12 3 4 23 1.1 12.26 (85)
Avg
First Eagle Overseas A SGOVX
´
FB
QQQQQ
5.7
1.9 5.5 4.3 5.7
3 2 4 5 2 0.2 9.06 (84)
Low
FMI International FMIJX
„
FB
QQQQQ
3.2 0.8 7.7
9.4
— 6 3 2 1 — 1.8 7.86 (68)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
-1.1 -11.5 1.0 0.7 3.6 25 68 67 61 11 1.8 13.77 (94)
+Avg
Harding Loevner International Eq Inv HLMNX
„
FG
QQQQ
3.5 -3.5 4.4 2.9 4.6
4 20 20 38 8 0.7 13.62 (91)
+Avg
IVA International A IVIOX
„
FQ
]QQQQ
0.9 -3.0 4.2 4.0 — 24 9 56 48 — 2.5 6.47 (91)
Low
JOHCM International Select II JOHAX
— FG
QQQQQ
4.3 -7.8
8.3
6.6 — 2 49 2 4 — 0.1 12.57 (63)
+Avg
Litman Gregory Masters Intl Instl MSILX
— FB
-10.2
-20.3
-1.5 -0.7 2.0 97 98 94 89 31 1.9 13.41 (86)
+Avg
Longleaf Partners International LLINX
ˇ
FB
Q
0.0 -10.3
-1.8 -1.3 0.7
16 52 95 93 72 1.8 17.28 (83)
High
Manning & Napier World Opportunities A EXWAX
´
FB
QQQ
1.9 -7.3 -0.3 -0.8 2.4
7 19 86 91 26 1.8 13.79 (91)
+Avg
Neuberger Berman International Eq Inv NIQVX
„
FB
[QQQQ
-3.8 -7.5 3.5
2.1 2.0
60 21 15
24 31
0.5 12.12 (84)
-Avg
Oakmark International I OAKIX
Œ
FB
[QQQ
-10.5
-18.3 -1.2 2.3 3.7 97 96 93 19 9 2.5 15.64 (87)
High
Oakmark International Small Cap I OAKEX
´
FQ
-3.5 -12.6 2.2 2.4 3.4 51 98 84 78 65 2.6 14.74 (85)
High
Oppenheimer International Growth A OIGAX
„
FG
[QQQ
-2.6 -5.8 3.2 4.1 5.0 55 32 46 18 2 0.9 12.98 (86)
Avg
T. Rowe Price International Discovery PRIDX
„
FR
QQQQ
-2.9 -3.5 7.8 6.4 6.2 49 39 14 20 13 0.7 10.95 (82)
-Avg
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
QQQ
-3.1 -12.2 1.7 0.9 1.6 40 55 32 32 20 2.1 12.37 (93)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
-0.6 -8.3 3.9 2.2 3.2 26 52 30 53 44 1.1 12.94 (94)
+Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
-2.9 -11.4 2.2 1.9 — 39 66 40 29 — 2.2 12.18 (94)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
0.4 -2.6 3.8 5.6 5.0 18 4 5 1 1 0.8 8.32 (82)
Low
USAA International USIFX
´
FG
[QQQ
-4.5 -10.0 2.0 2.1 3.3 74 69 73 57 39 1.4 12.82 (90)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
]QQQQ
-2.3 -8.6 2.7 2.1 1.9 33 29 27 25 33 2.9 12.85 (96)
Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
]QQQ
0.0 -9.4 1.8
0.5
— 18 38 50
71
— 2.9 12.95 (98)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
0.9 -6.2 4.0 1.1 — 23 36 58 83 — 2.6 12.7 (88)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
-5.5 -7.3 6.5 3.8 3.8 80 40 21 57 42 1.6 12.14 (79)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
-1.6 -8.3 4.0 2.3 3.5 42 52 29 50 37 1.4 14.52 (94)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
-0.4 -11.6 1.3 1.2 1.6 25 47 38 27 17 2.1 13.81 (96)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
]QQQ
0.1 -9.1 2.0 0.6
1.9
15 35 44 67
33
2.8 12.85 (98)
Avg
Virtus Foreign Opportunities A JVIAX
´
FG
QQQQ
1.3
2.0
4.3 4.8 4.2 14 2 24 12 18 0.9 11.25 (77)
Low
World Stock
— 0.4 -4.2 5.6 5.3 4.3 — — — — — — 12.14 (80)
—
American Funds Capital World Gr&Inc A CWGIX
Π]QQQQ
1.6 -3.4 6.3 6.2 5.4 35 39 41 34 26 2.3 11.25 (91)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
-1.7 -1.9 7.9 7.7 6.7 68 28 16 12 5 0.7 11.78 (85)
Avg
American Funds SMALLCAP World A SMCWX
´ QQQ
-0.4 -8.6 6.8 6.5 6.2 51 77 30 29 10 0.0 12.67 (65)
+Avg
Artisan Global Equity Investor ARTHX
´ QQQQ
-1.2 -8.0 5.5
9.5
— 63 73 56 3 — 0.0 12.61 (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
0.7 -2.8 6.9 6.6 4.4
MSCI EAFE Index
-3.0 -9.5 2.1 1.6 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