(PUB) Investing 2016

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5 ! Best

Total Return % 03-31-16

Total Return % Category Rank

12- Mo Yld %

Stand- ard Devia- tion (R²)

Risk Relative to Category

Morningstar Analyst Rating

1 ! Best, 100 ! Worst

A N N U A L I Z E D

Morningstar 500 International Equity

YTD 1 Yr

3 Yr

5 Yr

10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

World Stock (cont’d)

—

0.1 -4.5

5.7 5.5 4.1

— — — — —

— 12.22 (80) 0.1 13.51 (79)

—

„ „

QQQQQ QQQQQ

Artisan Global Opportunities Inv ARTRX Artisan Global Value Investor ARTGX BBH Global Core Select N BBGNX Dodge & Cox Global Stock DODWX

-0.4

2.1

8.9 7.5 5.2 6.3 7.2 4.9 4.8 6.9 6.1 6.9 4.4 7.7 6.0 5.5 5.0 2.7 0.7 6.9 6.9 — 5.7

9.2 9.7 — 5.9 7.0 5.8 5.6 6.2 5.7 8.6 5.0 8.3 5.8 5.6 7.8 6.6 5.6 3.5 8.7 6.6 — 5.4

— — — — 5.7 5.3 4.9 5.6 6.0 6.7 5.0 — 7.2 4.3 5.5 4.6 4.7 — 6.8 4.2 — — — 6.6 7.7 — 8.7 8.4 7.7 2.4 4.5 — 3.3 3.6 3.2 5.1 — — 2.6 2.8 5.7 5.3 5.1 6.7 — — —

5 — 4 —

+Avg Avg Low High

1.4 -2.0

31 25 17 12 62 94 81 43 65 79 29 66 48 24 84 91 26 29 99 99 89 43 44 27 97 87 44 29 66 80 65 84 25 30 50 40 92 3 88 59 51 26 64 29 50 56 87 19 46 86 8 49 19 26 9 52 59 38 12 30 33 35 34 66 67 18 10 3 24 6 40 42 3 12 8 5 100 60 61 3

0.3

11.6 (82)

]QQQ

3.4

—

0.7

63 — — 39 46 — 21 24 13 68 48 20 69 55 32 27 38 15 45 50 10

0.6 10.36 (83) 1.8 14.16 (87) 0.6 12.38 (74)

QQQ

-1.3 -10.6 -2.8 -4.4 -1.5 -8.0 1.7 -6.4 0.0 -1.9 -2.9 -10.1 2.0 -2.6 -7.3 -13.2 -3.8 -4.4 0.2 -2.3 -6.5 -9.5 0.2 -2.6 -1.5 -8.1 -1.5 -9.0 2.0 -2.6 -0.3 -4.1 -4.4

QQQQ QQQQ QQQQ QQQQ

Fidelity Worldwide FWWFX

—

Avg

„ „ „ ´ Œ Œ „ ´ „ „ „ ´ ´ „ „ „ ´ — „ — ´ ´ „ „ „ ´ ´ ´ ´ „ Œ ´ „ ˇ — — — „ ´ Œ Œ

Franklin Mutual Global Discovery A TEDIX

1.5 10.54 (80)

Low Low Avg

Franklin Mutual Quest A TEQIX

4.3

8.68 (78)

Harding Loevner Global Equity Advisor HLMGX

0.1 12.32 (85) 0.8 12.65 (82) 0.7 12.14 (82) 1.2 14.85 (78) 0.8 14.34 (79) 0.8 10.96 (80) 0.7 13.77 (81) 0.1 16.44 (35)

QQQ

Janus Global Research T JAWWX MFS Global Equity A MWEFX

+Avg

QQQQ

Avg

QQQ

Oakmark Global I OAKGX

74 65 28

High High -Avg +Avg High Low Low -Avg Avg Avg

]QQQQ

Oakmark Global Select I OAKWX

9 —

QQQQ

Old Westbury Small & Mid Cap OWSMX

47 48

QQQ QQQ

Oppenheimer Global A OPPAX

57 54 51 2 14 16 65 31 41 90 53 37 96 81 — 26 31 52 — — — 53 57 — 19 14 — 60 19 60 84 84 23 — — — 27 7 3

7.1 11.3

Oppenheimer Global Opportunities A OPGIX

QQQQ QQQQ

Perkins Global Value T JGVAX Tweedy, Browne Value TWEBX

2.0 1.1

8.7 (86) 9.96 (81)

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

2.7 11.63 (91) 0.7 12.15 (82) 1.7 11.71 (87)

QQQQQ

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

QQQQ

Vanguard Global Minimum Volatility Inv VMVFX Vanguard Total World Stock Index Inv VTWSX Regional Stock Matthews Asia Dividend Investor MAPIX Matthews Asian Growth & Inc Investor MACSX

2.1

2.6

1.7

— (—)

QQQ

0.5 -4.2

2.2 11.87 (93)

Avg

DP [QQQ

2.4 -2.1 4.1 -2.6

3.2

5.3 3.2

1.6 12.42 (84) 2.4 11.56 (83) 1.1 20.77 (55) 0.1 22.52 (25) 1.6 14.93 (70) 1.3 14.32 (76) 3.2 14.06 (89) — 15.5 (77) 0.6 12.43 (93) 1.4 16.76 (80) 2.6 18.34 (76) 0.5 15.71 (84) 1.2 18.16 (74) 0.4 16.24 (84) 0.1 14.56 (81) 1.0 14.51 (76) 0.5 16.62 (76) 0.0 — (—)

Low Low

QQQQ

PJ CH

-0.3

QQQ

Matthews China Investor MCHFX

-10.5 -14.3 -0.4 -2.2

-1.2 -3.0

+Avg

Matthews Emerging Asia Investor MEASX

PJ NR

—

— 5.6 4.4 1.9 2.5

[QQQ

Matthews India Investor MINDX

-4.0 -12.2 15.1

7 3

8 4

1 1

+Avg Avg -Avg Avg

PJ ]QQQQQ

Matthews Pacific Tiger Investor MAPTX

0.2 -8.0 -0.6 -10.3 -2.4 -7.8

3.7 0.2 3.1

QQQ QQQ

T. Rowe Price New Asia PRASX

PJ ES

43 31 30 61 68 60

Vanguard European Stock Index Adm VEUSX

Diversified Emerg. Mkts.

—

3.9 -11.4 -4.5 -3.8 2.4

— — — — —

—

QQQQQ

American Funds New World A NEWFX

0.1 -8.5 3.9 -15.4 8.9 -11.4 6.5 -9.2 8.6 -11.7 3.0 -10.3 7.8 -9.5 8.5 -4.4 5.4 -10.0 5.3 -12.7 2.2 -8.4

-0.5

0.3

Low

E Causeway Emerging Markets Investor CEMVX

]QQQ

-4.9 -2.9 -6.4 -6.4 -1.7 -0.6 -6.1 -3.8 -3.0 -1.9 -4.5 -3.7

53 32 — 76 90 32 14 12 27 72 47 34 48 45 — 3 — — 22 30 47 46 54 41 25 18 3

+Avg High

DFA Emerging Markets Value I DFEVX

QQQQ

Harding Loevner Emerging Markets Advisor HLEMX Lazard Emerging Markets Equity Open LZOEX Oppenheimer Developing Markets A ODMAX Parametric Emerging Markets Investor EAEMX Seafarer Overseas Gr and Income Investor SFGIX T. Rowe Price Emerging Markets Stock PRMSX Vanguard Emerging Mkts Stock Idx Adm VEMAX Virtus Emerging Markets Opportunities A HEMZX

Avg

QQQ

High Avg -Avg -Avg +Avg +Avg -Avg Avg -Avg Avg Low +Avg —

QQQQ

QQQ

QQQQQ

1.6

—

QQQ QQQ

-2.7 -2.7 -4.4 -4.2

3.0 0.7

16.9 (78) 14.4 (64)

QQQQQ

-3.3

1.3

World Allocation

—

1.1 -4.9

2.0 3.0 4.1

— — — — —

— 8.53 (87)

QQQQ

American Funds Capital Income Bldr A CAIBX BlackRock Global Allocation Inv A MDLOX

3.9

0.2

5.4 3.2 5.1 3.8

6.6 3.3 5.8 3.7

3 21

3.5 1.0 0.1 1.3 0.0 0.9

9.16 (84) 7.28 (93) 8.42 (91) 5.91 (90) 9.69 (72) — (—)

QQQ

-0.6 -4.2

82 48

40 55 28

QQQQQ

First Eagle Global A SGENX IVA Worldwide A IVWAX

3.5

0.3

11 10

QQQ

1.0 -3.0 -1.7 -6.4 0.7 -2.8

52 34 91 71 59 32

28 46 — 93 92 — — — —

PIMCO Global Multi-Asset D PGMDX T. Rowe Price Global Allocation RPGAX

-1.7 -0.4

—

MSCI Emerging Markets Index

6.4 -12.7 -5.1 -4.8 2.3

MSCI World Index MSCI Pacific Index

-0.3 -3.5 -3.8 -7.9

6.8 1.3

6.5 4.3 2.8 1.3

Legend

Categories CH China Region DP Diversified Pacific/Asia Stock EI India Equity ES Europe Stock FA Foreign–Small/Mid Value

FB Foreign–Large Blend FG Foreign–Large Growth FR Foreign–Small/Mid Growth FV Foreign–Large Value JS Japan Stock

LS Latin America Stock PJ Pacific/Asia ex-Japan Stock TV Tactical Allocation

Red ! Lowest return in group Green ! Highest return in group Italic ! Extended performance

E ! New this month ][ ! Increase/decrease in rating NR ! No Morningstar Rating; fund less than three years old.

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