424 / 708
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
08-31-16
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
—
1.8 2.2
3.5 5.5 2.9
— — — — —
— 12.55 (84)
—
American Beacon Intl Equity Inv AAIPX
—
FV
QQQ
-0.7 -3.3
1.0
4.9
1.6
69 78
51 21 20
1.2 13.02 (92)
Avg
American Century International Gr Inv TWIEX
´
FG
QQQ
-3.0 -3.2
2.0
4.9
2.9
94 93
81 68 54
0.5 12.43 (84)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
QQQ
3.9
3.1
4.9
5.9
3.8
31 54
22 35 27
1.7 11.89 (91)
-Avg
American Funds Intl Gr and Inc A IGAAX
Œ
FB
3.7
0.3
1.4
4.1
—
22 49
70 58 —
2.8 11.71 (94)
-Avg
Ariel International Investor AINTX
ˇ
FV
QQQQQ
3.9
3.9
6.0
—
—
25 10
3 — —
0.1 10.94 (92)
Low
Artisan International Investor ARTIX
„
FG
QQQ
-2.4 -0.5
2.1
6.6
3.5
89 76
79 18 39
0.5 12.57 (81)
Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
-5.8
0.6
2.0
7.1
5.8
100 68
95 53 22
0.1 14.34 (61)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
5.4
5.3
5.0 10.2
6.9
12 11
6
3
1
0.8 11.13 (86)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-1.1 -4.1
0.6
5.4
2.3
85 93
84 23 30
1.7 12.37 (89)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
4.2
5.4
3.8
5.3
5.4
21 33
72 81 35
1.2 11.51 (90)
-Avg
DFA International Small Company I DFISX
„
FQ
QQQQ
4.9
6.8
6.3
7.1
4.7
25 22
25 56 31
3.1 12.71 (84)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQ
4.7 -1.0
2.7
5.6
2.9
18 70
42 19 19
2.2 15.69 (93)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
0.1
0.0
5.1
6.5
2.6
69 72
19 20 59
0.9 12.32 (85)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQ
-2.3 -1.4
3.9
6.0
2.9
87 82
43 32 56
1.1 12.21 (84)
Avg
Fidelity International Growth FIGFX
´
FG
QQQQQ
2.2
3.2
5.6
7.5
—
48 53
12 12 —
0.7 11.53 (85)
-Avg
Fidelity International Index Investor FSIIX
„
FB
QQQ
1.3
0.2
2.5
5.0
1.8
48 52
45 33 39
2.8
12.7 (95)
Avg
Fidelity Overseas FOSFX
´
FB
QQQQQ
1.3
2.3
6.9
8.8
2.8
46 30
3
4 20
1.0 12.06 (85)
Avg
First Eagle Overseas A SGOVX
´
FB
QQQQQ
8.6
9.0
5.7
5.6
5.8
4
3
4 19
2
0.2
9.04 (83)
Low
FMI International FMIJX
„
FB
QQQQQ
8.5
9.6
9.1
12.4
—
4
3
1
1 —
1.7
7.79 (68)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
3.2
0.5
1.1
4.2
3.7
25 46
77 55 12
1.7 13.63 (94)
+Avg
Harding Loevner International Eq Inv HLMNX
„
FG
QQQQ
7.7
11.0
5.2
5.7
4.6
4
4
16 42 11
0.7
13.6 (90)
+Avg
IVA International A IVIOX
„
FQ
3.8
3.6
4.6
5.4
—
35 39
54 75 —
2.4
6.56 (90)
Low
JOHCM International Select II JOHAX
—
FG
QQQQQ
8.6
5.0
8.5
9.2
—
2 36
4
4 —
0.1 12.39 (63)
+Avg
Litman Gregory Masters Intl Instl MSILX
´
FB
-5.5
-8.9
-1.1
2.8
2.3
98 99
95 84 29
1.8 13.17 (86)
+Avg
Longleaf Partners International LLINX
—
FB
Q
11.1
8.4
-0.6
3.4
1.4
2
3
94 74 54
1.6 17.59 (84)
High
Manning & Napier World Opportunities A EXWAX
´
FB
QQQ
5.6
5.9
0.0
2.6
2.3
11
8
91 87 28
1.8 13.45 (90)
+Avg
Neuberger Berman International Eq Inv NIQVX
„
FB
QQQQ
1.5
4.6
4.1
5.3
2.4
43 14
15
27
25
0.4 11.92 (84)
-Avg
Oakmark International I OAKIX
Œ
FB
]QQQQ
0.2 -1.4
0.6
8.0
4.5
71 75
84
4
5
2.3
15.8 (86)
High
Oakmark International Small Cap I OAKEX
´
FQ
3.2 -0.2
2.1
6.4
3.7
38 86
82 64 65
2.4 14.48 (86)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQQ
2.4
5.1
3.4
6.7
5.1
46 33
51 17
1
0.8 12.87 (86)
Avg
T. Rowe Price International Discovery PRIDX
„
FR
QQQQ
3.0
8.4
8.9
9.6
6.6
36 11
14 12 13
0.6 11.06 (82)
-Avg
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
]QQQQ
2.1 -1.4
2.1
4.6
1.8
37 52
30 27 18
2.0 12.06 (93)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
5.5
5.0
5.2
5.5
3.5
14 37
18 48 37
1.0 12.84 (93)
+Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
2.2 -0.4
2.6
5.2
—
34 61
44 29 —
2.1 11.96 (94)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
2.9
2.6
3.7
7.8
4.8
32 18
10
2
1
0.8
8.02 (80)
Low
USAA International USIFX
´
FG
QQQ
1.5
1.3
2.9
5.6
3.4
60 65
64 43 39
1.3 12.69 (91)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQQ
2.5
2.2
3.1
5.4
2.0
31 31
34 24 33
2.7
12.7 (96)
Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
QQQ
5.2
3.6
2.6
3.7
—
14 20
43
70
—
2.8 12.88 (98)
+Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
6.0
7.0
4.4
4.0
—
20 21
60 87 —
2.5 12.65 (88)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
]QQQQ
-0.4
1.7
6.7
7.4
4.2
69 66
21 48 39
1.5 12.14 (79)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
QQQ
6.1
8.9
4.9
6.0
3.9
11
9
24 30 26
1.3 14.28 (95)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
3.9
0.1
1.4
4.5
1.7
24 39
39 31 19
2.0 13.56 (96)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
5.2
3.9
2.8
3.7
2.1
14 18
40 67
32
2.7 12.78 (98)
Avg
Virtus Foreign Opportunities A JVIAX
´
FG
[QQQ
3.9
8.6
5.0
5.9
3.9
32 10
20 33 25
0.8 10.99 (77)
Low
World Stock
—
4.9 5.9
6.3 8.3 4.6
— — — — —
— 11.96 (80)
—
American Funds Capital World Gr&Inc A CWGIX
Œ
QQQ
6.1
6.3
7.0
9.3
5.4
36 41
38 33 34
2.2 11.04 (91)
-Avg
American Funds New Perspective A ANWPX
Œ
QQQQ
2.9
6.7
8.8 10.6
6.8
71 37
14 11
7
0.7 11.62 (86)
Avg
American Funds SMALLCAP World A SMCWX
´
]QQQQ
6.0
4.3
7.8 10.2
6.7
38 61
23 18
9
0.0
12.6 (65)
+Avg
Artisan Global Equity Investor ARTHX
´
QQQQ
1.8
1.4
6.4 11.8
—
80 83
50
3 —
0.0 12.47 (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