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38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
12-31-15
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
—
1.4 1.4
5.5 4.0 3.8
— — — — —
— 11.61 (85)
—
American Beacon Intl Equity Inv AAIPX
—
FV
QQQQ
-2.1 -2.1
4.0
3.7
3.1
44 44
38 18 12
1.2 12.37 (92)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
-0.8 -0.8
5.1
3.6
4.6
72 72
44 49 34
1.7 10.76 (91)
Low
American Funds Intl Gr and Inc A IGAAX
Œ
FB
-8.2 -8.2
1.6
2.9
—
91 91
84 45 —
3.2 11.09 (93)
-Avg
Ariel International Equity Investor AINTX
—
FV
QQQQQ
4.2
4.2
8.6
—
—
5
5
1 — —
0.2 10.64 (91)
Low
Artisan International Investor ARTIX
„
FG
]QQQQ
-3.9 -3.9
6.0
6.7
5.0
96 96
29
7 20
0.4 12.44 (82)
+Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
[QQQ
11.0
11.0
8.1
7.6
7.8
17 17
60 23 12
0.1 13.18 (61)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
-1.7 -1.7
8.4
7.8
8.0
60 60
4
3
1
0.8 10.61 (81)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-3.2 -3.2
3.9
4.4
3.7
74 74
47 12 26
1.7 11.65 (88)
Avg
Columbia Acorn International Select A LAFAX
Ø
FG
]QQQ
-1.3 -1.3
1.6
2.9
5.7
79 79
95 67
7
2.0 11.07 (69)
-Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
-1.3 -1.3
4.9
3.8
6.7
90 90
89 88 17
1.3 10.67 (88)
Avg
DFA International Small Company I DFISX
„
FQ
QQQ
5.9
5.9
8.1
4.9
5.2
43 43
41 63 27
2.1 11.54 (83)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQ
-11.4
-11.4
3.9
2.6
3.8
98 98
49 54 22
2.3 13.73 (91)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
3.1
3.1
7.7
5.2
3.8
26 26
11 24 60
0.9
11.8 (87)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQQ
4.8
4.8
7.3
5.0
4.3
12 12
15 25 43
1.0 11.65 (87)
Avg
Fidelity Overseas FOSFX
´
FB
QQQQ
8.3
8.3
9.8
6.8
3.7
1
1
3
4 27
1.0 11.26 (88)
-Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
[QQQ
-0.9 -0.9
4.5
3.5
3.0
45 45
33 30 39
2.6 12.38 (95)
+Avg
First Eagle Overseas A SGOVX
´
FB
QQQQ
2.3
2.3
4.2
4.0
6.2
10 10
41 18
3
0.2
8.35 (83)
Low
FMI International FMIJX
—
FB
QQQQQ
3.2
3.2 10.4
9.3
—
8
8
2
1 —
1.8
8.25 (63)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
-3.8 -3.8
1.6
2.4
4.9
77 77
85 61 11
1.8 13.11 (93)
High
Harding Loevner International Eq Inv HLMNX
„
FG
QQQ
-2.0 -2.0
3.0
3.3
5.0
85 85
80 56 23
0.7 12.88 (91)
+Avg
IVA International A IVIOX
„
FQ
QQQ
1.2
1.2
5.8
5.0
—
71 71
72 57 —
2.5
6.31 (88)
Low
JOHCM International Select II JOHAX
—
FG
QQQQ
-4.3 -4.3
11.5
6.2
—
97 97
2 10 —
0.2 13.07 (68)
High
Litman Gregory Masters Intl Instl MSILX
—
FB
QQQQ
-5.5 -5.5
3.7
2.3
3.9
86 86
52 63 21
1.7 12.29 (89)
+Avg
Longleaf Partners International LLINX
ˇ
FB
Q
-7.9 -7.9
0.2
-0.6
1.0
90 90
93 94 90
1.8
14.8 (79)
High
MainStay ICAP International I ICEUX
ˇ
FB
QQQ
-4.6 -4.6
2.8
2.9
2.9
81 81
70 46 43
1.6 12.51 (88)
+Avg
Manning & Napier World Opportunities A EXWAX
´
FB
QQQ
-5.9 -5.9
0.3
0.1
3.5
88 88
93 91 28
1.9 13.22 (90)
+Avg
Neuberger Berman International Eq Inv NIQVX
´
FB
WWWW
1.9
1.9
5.5
4.2
3.3
13 13
17
15
32
0.4
— (—)
Oakmark International I OAKIX
Œ
FB
[QQQQ
-3.8 -3.8
5.6
5.5
6.2
77 77
17
6
3
2.3 14.14 (85)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
0.7
0.7
5.9
3.3
4.8
75 75
70 79 58
2.5 12.19 (83)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQQ
3.2
3.2
6.2
6.1
6.1
25 25
27 12
2
0.9 12.11 (85)
+Avg
T. Rowe Price International Discovery PRIDX
„
FR
]QQQQQ
9.9
9.9 10.8
8.1
7.5
29 29
21 20 15
0.7
9.52 (84)
Low
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
QQQQ
-3.1 -3.1
4.1
3.0
3.0
54 54
37 34 16
2.1
11.8 (93)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
-0.8 -0.8
4.0
3.2
3.7
72 72
65 58 63
1.1 11.95 (93)
Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
-2.6 -2.6
4.3
3.8
—
69 69
39 23 —
2.1 11.33 (95)
-Avg
Thornburg International Value A TGVAX
ˇ
FG
6.3
6.3
4.9
2.9
4.9
6
6
50 66 26
0.8 11.84 (83)
Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
-1.5 -1.5
6.2
6.3
5.4
39 39
14
2
1
0.8
8.23 (80)
Low
USAA International USIFX
´
FG
QQQQ
0.6
0.6
4.0
4.4
4.9
51 51
65 37 24
1.3 11.68 (90)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQQ
-0.2 -0.2
4.8
3.6
3.2
36 36
29 28 33
2.9 12.31 (96)
+Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
-4.7 -4.7
1.6
1.3
—
83 83
85
83
—
2.9 12.11 (98)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
-0.3 -0.3
3.7
1.4
—
79 79
86 89 —
2.5 11.75 (86)
+Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
8.6
8.6 11.2
5.4
5.5
22 22
13 48 11
1.5 10.39 (84)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
-0.7 -0.7
4.8
3.6
4.6
70 70
51 51 33
1.4 13.51 (93)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
-6.4 -6.4
2.2
1.8
2.8
79 79
67 61 22
2.1 13.16 (96)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
-4.3 -4.3
1.8
1.3
2.9
79 79
82 82
43
2.8 11.99 (98)
Avg
Virtus Foreign Opportunities A JVIAX
„
FG
QQQ
3.1
3.1
3.6
6.0
5.1
26 26
70 15 19
0.9 11.52 (79)
Avg
World Stock
—
-1.7 -1.7
8.3 6.5 5.0
— — — — —
— 11.28 (77)
—
American Funds Capital World Gr&Inc A CWGIX
Œ
QQQ
-2.2 -2.2
8.3
6.9
5.9
59 59
53 47 29
2.4 10.54 (90)
-Avg
American Funds New Perspective A ANWPX
Œ
QQQQ
5.3
5.3 11.3
9.0
7.5
7
7
12 12
4
0.7 10.75 (84)
-Avg
American Funds SMALLCAP World A SMCWX
´
QQQ
2.6
2.6 10.5
7.1
7.0
16 16
18 43 10
0.0
11.1 (57)
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
-0.9 -0.9
9.6
7.6 5.0
MSCI EAFE Index
-1.0 -1.0
4.1
3.3 2.8
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