472 / 708
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
09-30-16
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
—
3.7 7.9
1.7 8.5 3.0
— — — — —
— 11.93 (83)
—
American Beacon Intl Equity Inv AAIPX
´
FV
QQQ
0.5
3.1
-0.9
7.6
1.7
68 75
49 17 21
1.2 12.39 (91)
Avg
American Century International Gr Inv TWIEX
´
FG
QQQ
-0.4
2.9
0.6
8.3
3.2
87 88
80 54 48
0.5 11.84 (82)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
QQQ
5.1
8.1
3.0
8.7
3.9
33 52
26 40 28
1.6 11.28 (90)
-Avg
American Funds Intl Gr and Inc A IGAAX
Œ
FB
5.5
5.7
-0.3
6.7
—
20 57
68 64 —
2.3 11.05 (94)
-Avg
Ariel International Investor AINTX
ˇ
FV
QQQQQ
5.2
8.8
4.0
—
—
22 20
3 — —
0.1 10.22 (91)
Low
Artisan International Investor ARTIX
„
FG
QQQ
-1.3
5.4
0.3 10.1
3.6
94 77
85 15 39
0.4 11.98 (80)
Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
]QQQ
-3.9
2.5
0.9 10.9
5.9
98 100
85 35 24
0.1 14.08 (60)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
5.8
9.0
3.4 12.2
6.5
19 23
6
3
1
0.8 10.78 (85)
-Avg
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-0.2
2.6
-1.3
8.2
2.3
86 90
85 25 29
1.7 11.72 (88)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
6.8 11.4
2.3
8.9
5.7
16 23
69 85 33
1.2 10.86 (89)
-Avg
DFA International Small Company I DFISX
„
FQ
QQQQ
8.0 13.7
4.6 10.4
4.9
27 20
24 46 27
2.8 11.96 (83)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQ
4.7
5.6
0.1
8.2
2.9
26 58
60 24 21
2.2
15.0 (92)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
1.1
6.0
3.0
9.6
2.7
77 75
26 22 64
0.9 11.67 (84)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQ
-0.2
4.5
2.0
9.3
3.1
85 83
45 28 53
1.0 11.48 (82)
Avg
Fidelity International Growth FIGFX
´
FG
[QQQQ
3.1
7.9
3.6 10.3
—
57 57
15 13 —
0.7 10.87 (84)
-Avg
Fidelity International Index Investor FSIIX
„
FB
QQQ
2.6
6.5
0.6
7.6
1.9
48 44
50 37 38
— 11.99 (94)
Avg
Fidelity Overseas FOSFX
´
FB
QQQQQ
3.1
8.6
5.2 12.6
3.1
42 27
3
2 18
1.0 11.52 (84)
Avg
First Eagle Overseas A SGOVX
´
FB
[QQQQ
9.3 14.2
4.4
7.3
5.8
6
4
3 46
2
0.2
8.74 (82)
Low
FMI International FMIJX
„
FB
QQQQQ
8.8 13.1
8.0
13.5
—
6
5
1
1 —
1.7
7.65 (67)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
4.7
7.7
-0.6
7.3
3.8
26 34
72 46 11
1.7 13.11 (93)
+Avg
Harding Loevner International Eq Inv HLMNX
„
FG
QQQQ
10.1
17.3
3.4
8.8
4.9
2
1
16 37
8
0.7 12.98 (89)
+Avg
IVA International A IVIOX
„
FQ
4.5
5.9
3.4
6.7
—
47 75
51 85 —
2.4
6.19 (89)
Low
JOHCM International Select II JOHAX
—
FG
QQQQQ
11.9 14.4
6.9 13.4
—
1
8
4
1 —
0.1 11.77 (59)
+Avg
Litman Gregory Masters Intl Instl MSILX
´
FB
]QQQ
-3.4
-2.7
-2.5
6.0
2.4
95 99
94 78 28
1.7 12.62 (85)
+Avg
Longleaf Partners International LLINX
—
FB
12.6
16.9
-1.9
6.7
1.4
2
1
91 65 56
1.6 17.34 (85)
High
Manning & Napier World Opportunities A EXWAX
´
FB
QQQ
6.9 12.4
-1.7
5.7
2.2
12
6
89 83 31
1.7 12.87 (89)
+Avg
Neuberger Berman International Eq Inv NIQVX
„
FB
QQQQ
2.6
8.0
2.2
8.0
2.6
49 30
19
27
25
0.4 11.26 (83)
-Avg
Oakmark International I OAKIX
Œ
FB
QQQQ
1.4
6.7
-1.2
9.8
4.5
68 42
83
6
6
2.2 15.29 (86)
High
Oakmark International Small Cap I OAKEX
´
FQ
4.7
6.7
0.2
8.9
3.4
46 63
82 70 80
2.4 13.88 (85)
High
Oppenheimer International Growth A OIGAX
„
FG
[QQQ
3.3
8.8
1.6
9.5
5.1
53 42
54 23
4
0.8 12.37 (85)
Avg
T. Rowe Price International Discovery PRIDX
„
FR
QQQQ
5.9 13.5
7.3 13.0
6.7
32 15
12 10 13
— 10.45 (80)
-Avg
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
QQQQ
3.5
5.7
0.5
7.4
1.9
38 42
29 23 18
2.0 11.51 (92)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
6.7 11.0
3.1
8.7
3.6
21 25
23 44 38
1.0
12.2 (93)
+Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
3.7
5.9
1.0
8.1
—
35 53
40 25 —
2.0 11.43 (93)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
3.7
6.4
2.8
9.2
4.7
36 34
6
8
1
0.8
7.8 (80)
Low
USAA International USIFX
´
FG
QQQ
2.8
6.3
1.2
8.4
3.5
61 72
65 49 39
1.3 12.14 (90)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
[QQQ
3.9
8.0
1.1
8.1
2.2
33 30
38 27 31
— 11.98 (95)
Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
QQQ
6.6
9.4
0.7
6.7
—
16 18
45 63 —
2.8 12.23 (98)
+Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
8.3 12.3
2.7
7.8
—
24 28
60 80 —
2.4 12.01 (87)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQQ
2.5
8.0
5.2 10.8
4.3
72 55
17 35 50
1.5 11.56 (77)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
]QQQQ
9.1 16.7
3.1
9.8
4.2
5
3
23 18 23
1.3 13.62 (94)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
5.6
8.2
-0.5
7.3
1.8
19 21
41 24 19
2.0 12.88 (95)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
]QQQ
6.7
9.7
0.9
6.8
2.2
14 17
41 62
31
2.8 12.13 (98)
Avg
Virtus Foreign Opportunities A JVIAX
´
FG
QQQ
4.6
9.8
3.9
8.4
3.9
38 32
12 49 31
0.8 10.78 (76)
Low
World Stock
—
5.8 10.6
4.7 10.8 4.6
— — — — —
— 11.59 (79)
—
American Funds Capital World Gr&Inc A CWGIX
Œ
QQQ
6.7 11.0
5.4 11.5
5.3
37 41
38 38 33
2.2
10.7 (91)
-Avg
American Funds New Perspective A ANWPX
Œ
QQQQ
3.9 10.9
7.0 12.9
6.8
70 42
14 18
7
0.7 11.17 (85)
Avg
American Funds SMALLCAP World A SMCWX
´
QQQQ
8.3 11.7
6.1 13.5
6.8
20 31
24 10
7
0.0 12.04 (62)
+Avg
Artisan Global Equity Investor ARTHX
´
QQQQ
3.1
7.4
5.1 14.6
—
77 78
44
4 —
0.0 12.22 (72)
+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
5.6 11.4
5.8 11.6 4.5
MSCI EAFE Index
1.7 6.5
0.5
7.4 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