520 / 708
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
10-31-16
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
— 0.9 -0.7 -0.2 6.0 2.3 — — — — — — 11.92 (82)
—
American Beacon Intl Equity Inv AAIPX
´
FV
QQQ
-1.6 -5.4 -2.8 5.0 1.2 78 91 59 27 23 1.2 12.24 (91)
Avg
American Century International Gr Inv TWIEX
´
FG
QQQ
-3.9 -5.9 -1.6 5.5 2.4 85 88 80 51 52 0.5 11.87 (81)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
QQQ
2.9 0.1 1.0 6.2 3.5 26 30 20 33 20 1.7 11.18 (89)
Low
American Funds Intl Gr and Inc A IGAAX
Œ
FB
3.8 -0.1 -1.8 4.6 — 19 25 63 54 — 2.3 10.93 (93)
-Avg
Ariel International Investor AINTX
ˇ
FV
QQQQQ
0.2 -2.7 1.1 — — 53 50 6 — — 0.2 10.46 (87)
Low
Artisan International Investor ARTIX
„
FG
QQQ
-6.0 -7.0 -2.4 6.3 2.8 98 97 90 32 41 0.5 12.12 (77)
Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
-9.5
-9.2 -2.5 7.6 4.8 100 100 98 59 35 0.1 14.21 (57)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
3.7 -0.1 1.8 9.7 5.9 20 25 5 3 1 0.8 10.75 (84)
-Avg
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-1.9 -4.9 -2.8 5.5 1.9 81 86 84 28 27 1.7 11.6 (87)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
1.7 0.5 -0.3 6.2 4.7 34 52 71 82 38 1.3 11.11 (85)
-Avg
DFA International Small Company I DFISX
„
FQ
QQQQ
5.2 5.4 2.5 8.3 4.2 27 23 26 46 27 2.8 11.95 (82)
Avg
Dodge & Cox International Stock DODFX
Œ
FB
QQQ
6.4 -0.4 -0.9 6.4 2.7
6 28 40 14 16 2.2 14.79 (90)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
-2.2 -3.7 0.6 6.7 2.1 75 72 33 21 60 1.0 11.66 (83)
Avg
Fidelity International Discovery FIGRX
´
FG
QQQ
-3.8 -4.5 -0.4 6.5 2.4 84 79 56 28 55 1.1 11.49 (81)
-Avg
Fidelity International Growth FIGFX
´
FG
QQQQ
-1.5 -2.9 1.1 7.1 — 66 60 20 15 — 0.7 11.12 (81)
-Avg
Fidelity International Index Investor FSIIX
„
FB
QQQ
0.3 -2.6 -1.3 5.2 1.3 49 53 48 35 39 2.8 11.91 (94)
Avg
Fidelity Overseas FOSFX
´
FB
QQQQQ
-0.3 -1.0 2.8 9.0 2.4 61 32 4 4 19 1.0 11.56 (83)
Avg
First Eagle Overseas A SGOVX
´
FB
]QQQQQ
8.6
6.9
3.5 6.1 5.6
2 1 3 17 3 0.2 8.7 (81)
Low
FMI International FMIJX
„
FB
QQQQQ
7.7 6.2
6.7 11.4
— 4 2 1 1 — 1.7 7.61 (66)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
1.5 -3.7 -2.3 4.2 3.0 33 75 73 65 13 1.7 13.17 (93)
High
Harding Loevner International Eq Inv HLMNX
„
FG
QQQQ
7.1 4.6 1.4 6.1 4.2
2 2 15 36 4 0.7 12.97 (89)
+Avg
IVA International A IVIOX
„
FQ
3.7 1.5 2.4 5.7 — 38 41 28 75 — 2.4 6.1 (89)
Low
JOHCM International Select II JOHAX
— FG
QQQQQ
8.4 6.2 5.2 10.2 — 1 1 4 1 — 0.1 11.94 (59)
+Avg
Litman Gregory Masters Intl Instl MSILX
´
FB
QQQ
-5.3
-9.5
-3.9 3.3 1.9 96 98 92 83 26 1.8 12.58 (85)
+Avg
Longleaf Partners International LLINX
— FB
11.7
5.0 -3.4 4.7
1.0
1 3 89 49 51 1.6 17.18 (84)
High
Manning & Napier World Opportunities A EXWAX
´
FB
2.2 -1.5
-4.1 2.5
1.4 28 39 93 91 36 1.8 12.98 (88)
+Avg
Neuberger Berman International Eq Inv NIQVX
„
FB
QQQQ
-0.4 -1.4 0.6
5.9 1.9
64 37 14
20 25
0.4 11.37 (82)
Avg
Oakmark International I OAKIX
Œ
FB
QQQQ
3.6 -1.3 -1.5 8.5 4.4 21 35 56 4 5 2.2 15.23 (83)
High
Oakmark International Small Cap I OAKEX
´
FQ
2.3 -1.3 -1.4 6.7 2.9 42 76 81 70 73 2.4 13.88 (85)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQ
-1.4 -2.8 -0.7 6.5 4.1 64 58 61 27 5 0.9 12.6 (83)
+Avg
T. Rowe Price International Discovery PRIDX
„
FR
QQQQ
3.4 5.4 5.5 10.9
6.1
14 13 9 10 13 0.6 10.5 (79)
-Avg
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
[QQQ
0.7 -2.4 -1.6 4.6 1.1 47 46 33 36 24 2.0 11.44 (92)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
4.1 1.4 1.3 5.5 3.0 12 16 17 52 37 1.1 12.2 (93)
+Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
1.7 -2.0 -0.9 5.4 — 32 43 42 29 — 2.1 11.27 (93)
-Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
2.9 0.2 1.6 7.9 4.5 27 23 4 6 1 0.8 7.66 (79)
Low
USAA International USIFX
´
FG
]QQQQ
1.4 -1.1 -0.1 5.8 3.2 35 44 48 44 33 1.3 12.09 (90)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQ
1.5 -1.2 -0.7 5.6 1.5 33 34 38 25 34 2.8 11.92 (95)
Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
QQQ
4.9 1.1 -0.9 4.3 — 12 14 42 64 — 2.8 12.11 (98)
+Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
5.1 3.9 0.6 5.3 — 28 32 63 83 — 2.5 12.01 (86)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQQ
-0.8 -0.1 2.7 8.3 3.6 67 51 24 43 46 1.5 11.55 (76)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
[QQQ
5.7 3.6 0.9 6.6 3.4
6 6 26 24 23 1.3 13.62 (94)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
3.9 -0.7 -2.4 4.8 1.3 23 29 46 33 18 2.0 12.67 (95)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
QQQ
4.9 1.4 -0.8 4.4
1.6
12 12 39 61
31
2.8 12.01 (98)
Avg
Virtus Foreign Opportunities A JVIAX
´
FG
QQQ
-0.2 -2.4 1.5 5.5 3.0 48 54 14 51 36 0.9 11.09 (74)
Low
World Stock
— 3.3 1.0 2.7 8.1 4.0 — — — — — — 11.56 (78)
—
American Funds Capital World Gr&Inc A CWGIX
ΠQQQ
4.6 1.6 3.3 9.1 4.8 32 38 38 29 31 2.3 10.57 (90)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
1.6 0.6 5.0 10.4 6.3 69 52 15 12 6 0.7 11.14 (84)
Avg
American Funds SMALLCAP World A SMCWX
´ QQQQ
4.4 4.1 4.2 10.6 6.0 35 16 21 11 10 0.0 12.26 (62)
+Avg
Artisan Global Equity Investor ARTHX
´ QQQQ
-0.4 -2.1 3.4 11.4 — 84 80 36 5 — 0.0 12.4 (72)
+Avg
Artisan Global Opportunities Inv ARTRX
„ QQQQQ
7.8
7.6 7.5 12.7
— 8 4 3 3 — 0.1 12.81 (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
3.5 1.2 3.8 9.0 3.9
MSCI EAFE Index
0.5 -2.6 -1.4 5.2 1.1
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