Morningstar Magazine - August/September 2017 - I18

Data Dashboard

Medalist Funds

International

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

Causeway Emerging Markets Instl CEMIX

Diversified Emerging Mkts

´

Below Average

DFA Emerging Markets Core Equity I DFCEX

Diversified Emerging Mkts

„

DFA Emerging Markets I DFEMX

Diversified Emerging Mkts

DFA Emerging Markets Value I DFEVX

* Closed
to New
Investors

1Yr

3Yr

5Yr

QQQ

24.07

0.96

5.14

No

Low

QQQQ

21.94

1.65

4.69

No

„

Low

QQQQ

22.45

1.38

4.19

No

Diversified Emerging Mkts

´

Low

QQQ

27.59

0.78

3.83

No

Fidelity Advisor® Emerging Mkts I FIMKX

Diversified Emerging Mkts

´

Below Average

QQQQ

20.94

3.14

6.45

No

Fidelity® Emerging Markets FEMKX

Diversified Emerging Mkts

´

Below Average

QQQ

21.15

3.29

6.59

No

Harding Loevner Emerg Mkts Adv HLEMX

Diversified Emerging Mkts

„

Average

QQQQ

22.44

2.25

6.33

Yes

Harding Loevner Instl Emerg Mkts I HLMEX

Diversified Emerging Mkts

„

Average

QQQQ

22.50

2.30

6.35

Yes

Invesco Developing Markets A GTDDX

Diversified Emerging Mkts

„

Average

QQQQ

16.21

0.28

3.33

No

JPMorgan Emerging Markets Equity L JMIEX

Diversified Emerging Mkts

´

Below Average

QQQQ

25.95

2.59

4.68

Yes

Lazard Emerging Markets Equity Instl LZEMX

Diversified Emerging Mkts

„

Below Average

QQQ

19.32

-1.60

3.12

Yes

Oppenheimer Developing Markets A ODMAX

Diversified Emerging Mkts

„

Average

QQQQ

22.26

-0.68

4.69

Yes

Seafarer Overseas Gr and Inc Instl SIGIX

Diversified Emerging Mkts

„

Below Average

QQQQQ

13.01

4.77

7.71

Yes

T. Rowe Price Emerging Mkts Stock PRMSX

Diversified Emerging Mkts

´

Average

QQQQ

22.07

4.04

5.80

No

T. Rowe Price Instl Emerg Mkts Eq IEMFX

Diversified Emerging Mkts

´

Below Average

QQQQ

22.10

4.13

5.89

No

Templeton Emerg Mkts Small Cap Adv TEMZX

Diversified Emerging Mkts

´

Above Average

QQQQQ

21.02

3.87

8.45

No

Vanguard Emerg Mkts Stock Idx Inv VEIEX

Diversified Emerging Mkts

´

Low

QQQ

18.70

0.48

3.18

No

Virtus Vontobel Emerg Mkts Opps I HIEMX

Diversified Emerging Mkts

´

Average

QQQQ

14.66

3.06

4.44

No

Matthews Asia Dividend Inv MAPIX

Diversified Pacific/Asia

„

Average

QQQQQ

16.37

6.81

9.81

No

Matthews Asia Growth Inv MPACX

Diversified Pacific/Asia

„

Average

QQQQ

15.86

5.47

10.11

No

Vanguard Pacific Stock Index Inv VPACX

Diversified Pacific/Asia

´

Low

QQQ

20.52

4.30

8.55

No

Invesco European Growth A AEDAX

Europe Stock

„

Above Average

QQQQ

17.80

1.49

8.98

No

Invesco European Small Company A ESMAX

Europe Stock

„

Above Average

QQQQQ

33.39

6.86

15.53

Yes

T. Rowe Price European Stock PRESX

Europe Stock

´

Average

QQQ

15.64

-0.87

9.46

No

Vanguard European Stock Index Inv VEURX

Europe Stock

„

Low

QQQ

21.52

0.14

9.13

No

American Funds Intl Gr and Inc F2 IGFFX

Foreign Large Blend

Œ

Low

QQQ

18.04

-0.66

7.41

No

Artisan International Value Inv ARTKX

Foreign Large Blend

Œ

Above Average

QQQQQ

20.88

3.28

12.24

Yes

DFA International Core Equity I DFIEX

Foreign Large Blend

´

Low

QQQQ

22.73

2.16

9.95

No

Dodge & Cox International Stock DODFX

Foreign Large Blend

Œ

Low

QQQ

30.37

0.64

10.23

Yes

Fidelity® International Index Inv FSIIX

Foreign Large Blend

„

Low

QQQ

19.89

1.18

8.68

No

First Eagle Overseas A SGOVX

Foreign Large Blend

´

Average

QQQQ

9.14

2.93

7.39

Yes

FMI International FMIJX

Foreign Large Blend

„

Below Average

QQQQQ

16.58

7.18

11.91

Yes

Harbor International Instl HAINX

Foreign Large Blend

Œ

Below Average

QQQ

17.71

-0.04

6.76

No

Hartford International Opps Y HAOYX

Foreign Large Blend

´

Below Average

QQQQQ

19.25

2.98

8.81

No

Lazard Internatl Equity Instl LZIEX

Foreign Large Blend

´

Below Average

QQQ

10.05

-0.06

7.67

No

Litman Gregory Masters Intl Instl MSILX

Foreign Large Blend

´

Average

QQQ

22.01

-1.18

7.64

No

18



Table of Contents for the Digital Edition of Morningstar Magazine - August/September 2017

Contents
Morningstar Magazine - August/September 2017 - Cover1
Morningstar Magazine - August/September 2017 - Cover2
Morningstar Magazine - August/September 2017 - 1
Morningstar Magazine - August/September 2017 - 2
Morningstar Magazine - August/September 2017 - Contents
Morningstar Magazine - August/September 2017 - 4
Morningstar Magazine - August/September 2017 - 5
Morningstar Magazine - August/September 2017 - 6
Morningstar Magazine - August/September 2017 - 7
Morningstar Magazine - August/September 2017 - 8
Morningstar Magazine - August/September 2017 - 9
Morningstar Magazine - August/September 2017 - 10
Morningstar Magazine - August/September 2017 - 11
Morningstar Magazine - August/September 2017 - 12
Morningstar Magazine - August/September 2017 - 13
Morningstar Magazine - August/September 2017 - 14
Morningstar Magazine - August/September 2017 - 15
Morningstar Magazine - August/September 2017 - 16
Morningstar Magazine - August/September 2017 - 17
Morningstar Magazine - August/September 2017 - 18
Morningstar Magazine - August/September 2017 - 19
Morningstar Magazine - August/September 2017 - 20
Morningstar Magazine - August/September 2017 - 21
Morningstar Magazine - August/September 2017 - 22
Morningstar Magazine - August/September 2017 - 23
Morningstar Magazine - August/September 2017 - 24
Morningstar Magazine - August/September 2017 - 25
Morningstar Magazine - August/September 2017 - 26
Morningstar Magazine - August/September 2017 - 27
Morningstar Magazine - August/September 2017 - 28
Morningstar Magazine - August/September 2017 - 29
Morningstar Magazine - August/September 2017 - 30
Morningstar Magazine - August/September 2017 - 31
Morningstar Magazine - August/September 2017 - 32
Morningstar Magazine - August/September 2017 - 33
Morningstar Magazine - August/September 2017 - 34
Morningstar Magazine - August/September 2017 - 35
Morningstar Magazine - August/September 2017 - 36
Morningstar Magazine - August/September 2017 - 37
Morningstar Magazine - August/September 2017 - 38
Morningstar Magazine - August/September 2017 - 39
Morningstar Magazine - August/September 2017 - 40
Morningstar Magazine - August/September 2017 - 41
Morningstar Magazine - August/September 2017 - 42
Morningstar Magazine - August/September 2017 - 43
Morningstar Magazine - August/September 2017 - 44
Morningstar Magazine - August/September 2017 - 45
Morningstar Magazine - August/September 2017 - 46
Morningstar Magazine - August/September 2017 - 47
Morningstar Magazine - August/September 2017 - 48
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Morningstar Magazine - August/September 2017 - 50
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Morningstar Magazine - August/September 2017 - 53
Morningstar Magazine - August/September 2017 - 54
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Morningstar Magazine - August/September 2017 - 56
Morningstar Magazine - August/September 2017 - 57
Morningstar Magazine - August/September 2017 - 58
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Morningstar Magazine - August/September 2017 - 60
Morningstar Magazine - August/September 2017 - 61
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Morningstar Magazine - August/September 2017 - 63
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Morningstar Magazine - August/September 2017 - 65
Morningstar Magazine - August/September 2017 - 66
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Morningstar Magazine - August/September 2017 - 69
Morningstar Magazine - August/September 2017 - 70
Morningstar Magazine - August/September 2017 - 71
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Morningstar Magazine - August/September 2017 - 73
Morningstar Magazine - August/September 2017 - 74
Morningstar Magazine - August/September 2017 - 75
Morningstar Magazine - August/September 2017 - 76
Morningstar Magazine - August/September 2017 - 77
Morningstar Magazine - August/September 2017 - 78
Morningstar Magazine - August/September 2017 - 79
Morningstar Magazine - August/September 2017 - 80
Morningstar Magazine - August/September 2017 - Cover3
Morningstar Magazine - August/September 2017 - Cover4
Morningstar Magazine - August/September 2017 - Cover1I
Morningstar Magazine - August/September 2017 - Cover2I
Morningstar Magazine - August/September 2017 - I3
Morningstar Magazine - August/September 2017 - I4
Morningstar Magazine - August/September 2017 - I5
Morningstar Magazine - August/September 2017 - I6
Morningstar Magazine - August/September 2017 - I7
Morningstar Magazine - August/September 2017 - I8
Morningstar Magazine - August/September 2017 - I9
Morningstar Magazine - August/September 2017 - I10
Morningstar Magazine - August/September 2017 - I11
Morningstar Magazine - August/September 2017 - I12
Morningstar Magazine - August/September 2017 - I13
Morningstar Magazine - August/September 2017 - I14
Morningstar Magazine - August/September 2017 - I15
Morningstar Magazine - August/September 2017 - I16
Morningstar Magazine - August/September 2017 - I17
Morningstar Magazine - August/September 2017 - I18
Morningstar Magazine - August/September 2017 - I19
Morningstar Magazine - August/September 2017 - I20
Morningstar Magazine - August/September 2017 - I21
Morningstar Magazine - August/September 2017 - I22
Morningstar Magazine - August/September 2017 - I23
Morningstar Magazine - August/September 2017 - I24
Morningstar Magazine - August/September 2017 - I25
Morningstar Magazine - August/September 2017 - I26
Morningstar Magazine - August/September 2017 - I27
Morningstar Magazine - August/September 2017 - I28
Morningstar Magazine - August/September 2017 - I29
Morningstar Magazine - August/September 2017 - I30
Morningstar Magazine - August/September 2017 - Cover3I
Morningstar Magazine - August/September 2017 - Cover4I
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