89 / 708
38
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
01-31-16
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
— -6.1 -5.1 2.1 2.6 2.4 — — — — — — 12.04 (85)
—
American Beacon Intl Equity Inv AAIPX
— FV
QQQQ
-6.3 -8.6 0.6 1.6 1.8 61 50 38 23 13 1.2 12.79 (93)
Avg
American Funds Europacific Growth A AEPGX
Œ
FG
-6.1 -7.8 1.7 2.2 3.3 48 75 45 50 31 1.8 11.22 (92)
Low
American Funds Intl Gr and Inc A IGAAX
Œ
FB
]QQQ
-4.6 -12.1 -1.0 1.8 — 14 87 76 34 — 3.4 11.27 (93)
Low
Ariel International Equity Investor AINTX
— FV
QQQQQ
-3.3 -0.2 6.0 — — 7 2 1 — — 0.2 10.71 (90)
Low
Artisan International Investor ARTIX
„
FG
[QQQ
-6.4 -11.3 2.1 4.9 3.7 59 97 38 13 20 0.5 12.81 (83)
+Avg
Artisan International Small Cap Investor ARTJX
Œ
FR
QQQ
-6.9 3.6 4.2 6.3 6.1 69 21 62 26 12 0.1 13.74 (63)
High
Artisan International Value Investor ARTKX
Œ
FB
QQQQQ
-5.0 -6.1 4.9 6.5
6.7
24 30 4 3 1 0.9 10.82 (82)
Low
Causeway International Value Inv CIVVX
Œ
FB
QQQ
-6.7 -10.3 0.6 2.1 2.5 80 82 48 28 25 1.8 12.26 (89)
Avg
Columbia Acorn International Z ACINX
„
FR
QQQ
-5.2 -7.1 1.8 2.9 5.2 19 94 88 86 20 1.3 10.97 (89)
-Avg
DFA International Small Company I DFISX
„
FQ
QQQ
-6.5 -0.2 4.2 3.3 3.8 44 36 42 68 16 2.3 12.05 (84)
+Avg
Dodge & Cox International Stock DODFX
Œ
FB
-9.4
-19.0
-1.1 0.5 2.2 97 99 78 69 29 2.5 14.57 (91)
High
Fidelity Diversified International FDIVX
´
FG
QQQ
-6.3 -4.2 4.1 3.6 2.4 57 31 12 26 62 0.9 12.32 (88)
+Avg
Fidelity International Discovery FIGRX
´
FG
QQQQ
-6.9 -3.3 3.6 3.5 2.8 69 23 17 28 48 1.1 12.29 (88)
+Avg
Fidelity Overseas FOSFX
´
FB
QQQQ
-6.4 -0.2 6.0 5.0 2.4 70 3 2 4 25 1.1 11.85 (88)
Avg
Fidelity Spartan International Idx Inv FSIIX
„
FB
QQQ
-5.8 -7.4 1.0 1.8 1.8 51 46 38 34 34 2.8 12.66 (95)
+Avg
First Eagle Overseas A SGOVX
´
FB
QQQQ
-3.7 -4.3 2.2 3.3 5.3
6 13 17 9 3 0.2 8.63 (85)
Low
FMI International FMIJX
— FB
QQQQQ
-1.1
-0.6
8.4 9.1
— 1 4 1 1 — 1.8 8.03 (61)
Low
Harbor International Institutional HAINX
Œ
FB
QQQ
-5.5 -9.0 -1.3 0.9 3.5 36 70 82 57 12 1.9 13.41 (94)
High
Harding Loevner International Eq Inv HLMNX
„
FG
QQQ
-4.9 -8.1 0.8 2.1 3.7 16 82 63 55 20 0.8 13.21 (92)
+Avg
IVA International A IVIOX
„
FQ
]QQQQ
-2.7 -2.1 3.8 4.4 — 3 56 52 45 — 2.6 6.41 (88)
Low
JOHCM International Select II JOHAX
— FG
]QQQQQ
-2.4 -8.1 8.2 5.9 — 2 81 2 8 — 0.2 12.73 (66)
+Avg
Litman Gregory Masters Intl Instl MSILX
— FB
[QQQ
-7.4 -12.4 -0.5 0.3 2.5 92 89 67 75 24 1.8 12.79 (90)
+Avg
Longleaf Partners International LLINX
ˇ
FB
Q
-10.9
-16.6
-6.1 -3.3 -0.4
99 96 96 96 91 2.0 15.35 (81)
High
MainStay ICAP International I ICEUX
ˇ
FB
QQQ
-5.9 -10.5 -0.5 0.7 1.6 54 82 68 62 38 1.7 12.84 (88)
+Avg
Manning & Napier World Opportunities A EXWAX
´
FB
QQQ
-4.0 -10.0 -2.7 -1.2 2.4
7 79 92 89 26 1.9 13.09 (88)
+Avg
Neuberger Berman International Eq Inv NIQVX
´
FB
QQQQ
-6.6 -4.0 2.2
2.9 1.8
77 11 17
12 35
0.5 11.29 (85)
-Avg
Oakmark International I OAKIX
Œ
FB
QQQQ
-9.0 -12.5 0.1 3.0 4.6 97 89 60 11 4 2.5 14.66 (86)
High
Oakmark International Small Cap I OAKEX
´
FQ
QQQ
-8.9 -8.5 1.0 1.2 3.3 97 83 78 79 32 2.7 13.05 (84)
High
Oppenheimer International Growth A OIGAX
„
FG
QQQQ
-4.9 -1.9 3.1 4.9 4.9 17 10 24 15 1 0.9 12.33 (85)
Avg
T. Rowe Price International Discovery PRIDX
„
FR
QQQQQ
-6.2
3.8
7.3 6.8 6.0 60 17 22 15 15 0.7 10.23 (85)
Low
T. Rowe Price International Gr & Inc TRIGX
ˇ
FV
QQQQ
-5.5 -8.1 0.7 1.3 1.8 46 44 37 34 14 2.2 12.02 (94)
-Avg
T. Rowe Price International Stock PRITX
ˇ
FG
QQQ
-6.1 -7.9 0.8 1.9 2.4 49 78 63 59 61 1.2 12.39 (94)
Avg
T. Rowe Price Overseas Stock TROSX
´
FB
QQQQ
-5.7 -8.9 1.0 2.2 — 43 69 38 25 — 2.2 11.68 (95)
-Avg
Thornburg International Value A TGVAX
ˇ
FG
-7.1 -3.3 0.8 1.3 3.4 79 23 62 72 30 0.9 12.35 (84)
Avg
Tweedy, Browne Global Value TBGVX
„
FV
QQQQQ
-4.4 -5.9 3.0 5.2 4.7 17 24 8 1 1 0.9 8.32 (82)
Low
USAA International USIFX
´
FG
QQQQ
-6.2 -6.8 0.7 2.8 3.6 55 60 64 39 25 1.4 12.15 (91)
Avg
Vanguard Developed Markets Idx Admiral VTMGX
Œ
FB
QQQQ
-5.8 -6.8 1.2 1.9 1.9 46 39 33 31 30 3.1 12.58 (96)
+Avg
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
Œ
FB
-5.6 -10.2 -1.4
0.0
— 37 81 83
80
— 3.1 12.41 (98)
Avg
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
„
FQ
-6.3 -6.1 0.2 0.2 — 39 78 86 87 — 2.7 12.18 (87)
Avg
Vanguard International Explorer Inv VINEX
ˇ
FQ
QQQ
-6.7 1.5 6.9 3.8 4.1 49 13 13 56 11 1.6 11.0 (85)
-Avg
Vanguard International Growth Inv VWIGX
„
FG
-7.7 -8.5 0.6 2.0 3.1 92 86 66 57 39 1.5 14.09 (94)
High
Vanguard International Value Inv VTRIX
´
FV
QQQ
-5.4 -10.7 -1.0 0.4 1.4 43 70 61 56 26 2.2 13.38 (96)
+Avg
Vanguard Total Intl Stock Index Admiral VTIAX
Œ
FB
-5.7 -9.8 -1.2 0.0
1.6
42 78 80 78
39
3.0 12.31 (98)
Avg
Virtus Foreign Opportunities A JVIAX
„
FG
]QQQQ
-3.1 -1.7 1.2 6.3 4.3
4 10 54 5 8 0.9 11.45 (77)
-Avg
World Stock
— -5.4 -6.2 4.5 5.0 3.7 — — — — — — 11.67 (78)
—
American Funds Capital World Gr&Inc A CWGIX
ΠQQQ
-5.0 -7.1 5.1 5.6 4.8 37 61 41 41 22 2.5 10.85 (90)
-Avg
American Funds New Perspective A ANWPX
ΠQQQQ
-6.5 -1.1 7.2 7.4 6.2 64 12 12 12 5 0.7 11.34 (85)
Avg
American Funds SMALLCAP World A SMCWX
´ QQQ
-9.2 -6.1 5.3 5.3 5.2 93 48 38 48 16 0.0 12.26 (59)
+Avg
Artisan Global Opportunities Inv ARTRX
„ QQQQQ
-6.9 0.2 7.2
8.6
— 72 6 12 6 — 0.1 12.71 (76)
+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
-6.0 -5.1
5.6
5.8 3.9
MSCI EAFE Index
-7.2 -8.4 0.7 1.6 1.7
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