(PUB) Investing 2016

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5 ! Best

Total Return % 12-31-15

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)

—

-1.7 -1.7

8.3 6.5 5.0

— — — — —

— 11.28 (77)

—

„ „

QQQQQ QQQQQ

7.7 11.1 10.7

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

7.7

— — — — 6.6 6.5 5.5 6.5 7.2 7.2 6.5 — 8.3 5.8 7.4 4.9 5.1 — 7.3 5.1 — —

14 24

3 — 5 —

0.1

12.0 (74)

+Avg -Avg

-2.9 -2.9 10.0 10.0

68 68 65 65 90 90 12 12 72 72 80 80 27 27 61 61 52 52 74 74 21 21 25 25 10 10 58 58 78 78 87 87 51 51 37 37 1 1

0.3 10.54 (77)

—

-2.5 -2.5 -8.0 -8.0

— 9.4

— 7.0 8.7 6.9 6.0 6.5 7.0 8.9 6.8 8.2 9.1 7.2 6.5 4.9 9.0 7.7 — 6.2 7.1

— — — 35 45 — 14 15 14 54 49 16 71 67 40 49 56 15

0.6

— (—)

QQQ

1.7 12.59 (84) 0.6 11.37 (70)

+Avg

QQQQ QQQQ

Fidelity Worldwide FWWFX

—

3.5

3.5 11.0

Avg

„ „ „ ´ Œ Œ „ „ ˇ ´ „ „ „ ´ ´ „ —

Franklin Mutual Global Discovery A TEDIX

-3.6 -3.6 -5.8 -5.8

8.2 6.8 8.6 9.2 9.1

1.5 4.4

9.94 (76) 8.4 (72)

Low Low Avg Avg Avg

QQQ

Franklin Mutual Quest A TEQIX

QQQQ

Harding Loevner Global Equity Advisor HLMGX

1.2

0.1 11.19 (82)

QQQ

Janus Global Research T JAWWX MFS Global Equity A MWEFX

-2.3 -2.3 -1.7 -1.7

38 46 39 13

7 7

0.7

11.0 (79)

QQQQ QQQQ

0.8 11.61 (79)

Oakmark Global I OAKGX

-4.4 -4.4 10.0

25 42 17

1.1 12.86 (77)

High High Low +Avg High

QQQQQ

Oakmark Global Select I OAKWX

1.9 1.5 3.9

1.9 11.8 10.3

4 —

0.8 0.8

12.9 (77) 9.7 (74)

QQQQ

Old Westbury Small & Mid Cap OWSMX

1.5

8.8

46 50

QQQ

Oppenheimer Global A OPPAX

3.9 10.4

20 23 33

0.7 12.33 (80)

QQQQ QQQQ

13.9 13.9 15.7

Oppenheimer Global Opportunities A OPGIX

2 10

0.1

14.1 (23)

Perkins Global Value T JGVAX Tweedy, Browne Value TWEBX

-2.1 -2.1 -5.4 -5.4 -7.5 -7.5 -1.6 -1.6 -0.2 -0.2

7.7 6.5 2.9 9.2 9.9 — 7.7

62 40 57 75 58 52 94 78 —

2.1 1.0

8.43 (79) 9.69 (76)

Low Low Avg

QQQ

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

2.7 11.08 (90)

[QQQQ

USAA World Growth USAWX Vanguard Global Equity Inv VHGEX

37 12

0.7

11.6 (79)

+Avg -Avg

QQQQ

25 32 51

1.7 10.55 (83)

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

5.8

— — — 62 64 —

1.8

— (—)

QQQ

-2.0 -2.0

57 57

2.3 10.76 (91)

-Avg

QQQQ

—

ES DP PJ

0.6 3.9

6.7 4.8

5.5 4.7 2.4

5.7 — 6.8

72 72 32 32 24 24

42 44 29 50 14 — 50 27 63 74 74 12 — — —

2.0 10.94 (60) 1.7 11.41 (79)

Low -Avg Low Avg High Avg -Avg +Avg

„ „ ´

QQQ

QQQQ

-4.5 -4.5

-0.2

2.5

10.6 (79)

CH [QQQ

Matthews China Investor MCHFX

2.4

1.5 -1.0 10.9

1.0 18.15 (46)

Matthews Emerging Asia Investor MEASX

—

PJ NR

-2.6 -2.6

—

16 16

0.0

— (—)

[QQQ

Matthews India Investor MINDX

—

0.9

0.9 15.8

5.4 11.1

18 18 13 13 32 32 83 83

7 10

0.1 21.29 (18) 1.6 13.15 (63)

„ ´

QQQQ

Matthews Pacific Tiger Investor MAPTX

PJ PJ ES

-1.3 -1.3 -5.1 -5.1 -1.9 -1.9

4.6 0.3 4.6

4.2 1.9 4.2

9.2 9.0 3.7

7 11

QQQ QQQ

T. Rowe Price New Asia PRASX

41 35 16 79 70 63

1.3

11.9 (67)

Vanguard European Stock Index Adm VEUSX

3.2 13.37 (88)

Diversified Emerg. Mkts.

—

-13.8 -13.8 -5.7 -4.4 3.2

— — — — —

— 13.67 (73) 0.6 10.95 (91) 2.5 15.79 (74) 0.5 13.64 (82) 1.3 16.04 (73) 0.4 14.69 (82) 0.1 12.55 (82) 0.5 14.05 (71) 3.2 14.64 (74) 0.7 13.49 (61)

—

QQQQQ

American Funds New World A NEWFX DFA Emerging Markets Value I DFEVX

-6.0 -6.0 -18.8 -18.8 -13.5 -13.5 -20.3 -20.3 -14.1 -14.1 -16.6 -16.6 -11.5 -11.5 -15.3 -15.3 -8.8 -8.8 -4.1 -4.1 -2.9 -2.9 -9.1 -9.1 -1.1 -1.1 -0.9 -0.9 -2.5 -2.5

-0.1

0.5

5.7 3.7 4.0 3.4 5.8 — 3.1 3.4 6.5 5.4 — 5.8 7.2 —

Low

´ „ „ „ ´ ´ ´ „

-9.3 -7.9 -4.0 -2.2 -9.0 -5.5 -3.9 -2.6 -7.0 -5.0 -5.1 -3.6 -6.8 -4.8

85 85 43 43 91 91 49 49 72 72 33 33 62 62 16 16 47 47 90 90 21 21 20 20 41 41

87 93 38 30 16 31 85 70 48

+Avg

QQQQ

Harding Loevner Emerging Markets Advisor HLEMX Lazard Emerging Markets Equity Open LZOEX Oppenheimer Developing Markets A ODMAX Parametric Emerging Markets Investor EAEMX 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

QQQQ

29 21

QQQ QQQ QQQ

54 56 — 40 34 54 52 52 49

QQQQQ

-3.6

0.8

Avg

World Allocation

—

2.9 3.5 4.4

— — — — —

— 3.6 0.0 1.0 0.1 1.4

7.9 (85) 8.75 (86) 9.42 (59) 6.71 (93) 7.75 (90) 5.88 (88)

—

„ ˇ

QQQ

American Funds Capital Income Bldr A CAIBX

5.9 2.1 4.9 5.6 5.6

6.5 3.3 4.1 5.7 4.2

4 27

+Avg +Avg -Avg

Appleseed APPLX

73 67 — 32 47 21

QQQQ QQQQ

BlackRock Global Allocation Inv A MDLOX

´ „ ˇ

First Eagle Global A SGENX IVA Worldwide A IVWAX

19 15

Avg Low

QQQ

20 44 —

PIMCO Global Multi-Asset D PGMDX

-0.8 -0.8

-1.1

0.7

—

18 18

89 94 —

0.0

8.59 (65)

Avg

MSCI Emerging Markets Index

-16.2 -16.2 -8.1 -5.6 2.8

MSCI World Index MSCI Pacific Index

-0.9 -0.9 3.0 3.0

9.6 5.8

7.6 5.0 3.2 2.4

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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