376 / 708
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
07-31-16
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
—
1.6 -4.5
2.8 3.6 3.1
— — — — —
— 12.59 (85)
—
American Beacon Intl Equity Inv AAIPX
—
FV
[QQQ
-1.6 -10.7
0.1
2.6
1.8
65 70
51 25 21
1.2 13.04 (92)
Avg
American Century International Gr Inv TWIEX
´
FG
QQQ
-2.2 -9.1
1.4
3.1
3.3
85 90
77 63 49
0.5 12.52 (84)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
]QQQ
2.6 -5.0
3.8
3.6
4.1
44 53
25 49 27
1.7 11.95 (91)
-Avg
American Funds Intl Gr and Inc A IGAAX
Œ
FB
QQQ
3.8 -6.8
0.7
2.8
—
21 44
70 38 —
2.8 11.79 (94)
-Avg
Ariel International Investor AINTX
ˇ
FV
QQQQQ
4.1 -0.5
5.8
—
—
19
5
1 — —
0.1 10.96 (92)
Low
Artisan International Investor ARTIX
„
FG
QQQ
-2.5 -9.0
1.1
4.7
3.8
88 88
84 22 37
0.5
12.7 (81)
Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQ
-4.7 -2.3
2.0
5.8
6.3
96 61
89 51 20
0.1 14.34 (62)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
2.7 -3.2
3.9
8.0
6.7
27 16
8
3
1
0.8 11.08 (87)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-2.5 -11.4
-0.4
2.7
2.4
91 92
85 39 30
1.7 12.39 (89)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
3.5 -1.2
3.1
3.9
5.7
29 51
77 78 37
1.2 11.54 (90)
-Avg
DFA International Small Company I DFISX
„
FQ
QQQQ
5.0
2.4
6.2
5.4
5.0
28 11
21 48 27
3.1 12.71 (84)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQ
1.3 -12.1
0.6
2.9
2.7
36 93
72 33 25
2.3 15.69 (94)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
-0.9 -8.1
3.7
4.4
2.8
79 80
29 27 68
1.0 12.46 (85)
Avg
Fidelity International Discovery FIGRX
´
FG
[QQQ
-2.5 -8.1
2.8
4.1
3.1
88 79
51 36 57
1.1 12.34 (84)
Avg
Fidelity International Growth FIGFX
´
FG
]QQQQQ
2.8 -2.7
5.3
6.1
—
38 37
11 11 —
0.7 11.58 (86)
-Avg
Fidelity International Index Investor FSIIX
„
FB
QQQ
0.7 -7.6
1.8
3.0
2.0
47 56
43 31 39
2.8 12.74 (95)
Avg
Fidelity Overseas FOSFX
´
FB
QQQQQ
0.9 -3.8
6.2
6.1
3.1
43 18
3
4 20
1.0 12.14 (85)
Avg
First Eagle Overseas A SGOVX
´
FB
QQQQQ
9.2
6.8
5.5
4.9
5.9
3
1
3
6
2
0.2
9.06 (84)
Low
FMI International FMIJX
„
FB
QQQQQ
6.2
3.1
7.7
10.9
—
7
3
2
1 —
1.7
7.87 (68)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
3.1 -7.7
0.7
2.2
3.9
25 59
69 55 12
1.7 13.65 (94)
+Avg
Harding Loevner International Eq Inv HLMNX
„
FG
QQQQ
7.7
1.0
4.6
4.0
4.9
5 12
13 39 10
0.7 13.66 (91)
+Avg
IVA International A IVIOX
„
FQ
]QQQQ
4.0
0.2
4.5
4.7
—
38 23
54 65 —
2.4
6.58 (91)
Low
JOHCM International Select II JOHAX
—
FG
QQQQQ
8.7 -4.1
7.9
8.0
—
2 46
4
4 —
0.1 12.46 (63)
+Avg
Litman Gregory Masters Intl Instl MSILX
—
FB
-6.1
-16.7
-1.9
0.8
2.4
97 99
96 84 30
1.8
13.2 (86)
+Avg
Longleaf Partners International LLINX
—
FB
Q
6.8 -5.3
-1.3
0.5
1.3
6 29
93 89 66
1.7 17.47 (83)
High
Manning & Napier World Opportunities A EXWAX
´
FB
]QQQ
4.7 -2.5
-1.1
0.4
2.6
13 12
92 91 27
1.8 13.53 (90)
+Avg
Neuberger Berman International Eq Inv NIQVX
„
FB
[QQQQ
0.5 -2.9
3.2
3.3
2.7
54 14
15
22
26
0.4 11.98 (84)
-Avg
Oakmark International I OAKIX
Œ
FB
[QQQ
-3.2 -12.4
-1.1
4.7
4.4
93 94
92
8
7
2.3 15.71 (87)
High
Oakmark International Small Cap I OAKEX
´
FQ
2.5 -5.9
1.7
4.4
3.9
46 85
75 70 69
2.4 14.48 (86)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQQ
2.7 -2.2
3.1
5.5
5.5
40 32
44 14
1
0.8
12.9 (86)
Avg
T. Rowe Price International Discovery PRIDX
„
FR
QQQQ
2.4
1.9
8.2
7.6
6.9
44 22
14 18 13
0.6 11.11 (82)
-Avg
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
QQQ
0.6 -9.7
1.0
2.2
1.9
40 63
34 32 19
2.0 12.09 (93)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
3.5 -5.2
3.7
3.5
3.6
30 56
29 55 41
1.1
12.9 (94)
+Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
0.6 -8.7
1.6
3.0
—
53 73
48 29 —
2.1 11.96 (94)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
1.8 -2.7
2.9
6.4
4.9
36 11
10
1
1
0.8
8.05 (81)
Low
USAA International USIFX
´
FG
[QQQ
0.6 -7.0
1.9
3.5
3.7
67 71
70 55 40
1.3 12.76 (91)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQQ
2.0 -5.7
2.4
3.3
2.3
31 33
28 22 32
2.8 12.74 (96)
Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
QQQ
4.4 -4.9
1.8
1.7
—
16 25
43
69
—
2.8 12.93 (98)
+Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
6.3
1.4
4.0
2.2
—
19 17
58 83 —
2.5 12.68 (89)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
-0.2 -3.2
6.5
5.3
4.4
67 65
18 51 42
1.5 12.15 (80)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
3.9 -2.1
3.5
3.8
4.0
24 32
34 45 34
1.3 14.31 (95)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
3.2 -8.3
0.7
2.3
1.9
25 46
38 29 18
2.1 13.59 (96)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
]QQQ
4.5 -4.3
2.0
1.8
2.3
15 21
38 67
32
2.7 12.83 (98)
Avg
Virtus Foreign Opportunities A JVIAX
´
FG
QQQQ
4.0
0.9
4.0
5.1
4.2
21 13
22 17 24
0.8 11.18 (76)
Low
World Stock
—
4.5 -1.4
5.3 6.6 4.8
— — — — —
— 12.04 (80)
—
American Funds Capital World Gr&Inc A CWGIX
Œ
QQQ
5.7 -1.2
6.1
7.6
5.6
35 45
38 33 33
2.2 11.15 (91)
-Avg
American Funds New Perspective A ANWPX
Œ
QQQQ
3.1
0.7
7.9
9.1
7.1
62 28
14 10
6
0.7 11.78 (86)
Avg
American Funds SMALLCAP World A SMCWX
´
QQQ
5.1 -3.0
6.9
7.9
6.9
41 61
24 26
9
0.0 12.68 (65)
+Avg
Artisan Global Equity Investor ARTHX
´
QQQQ
3.4 -4.3
5.6 10.3
—
59 73
47
3 —
0.0 12.65 (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
4.9 -0.5
6.6
7.9 4.8
MSCI EAFE Index
0.9 -7.8
1.6
2.9 1.8
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