Medalist Funds International Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Invesco Balanced-Risk Allc Y ABRYX World Allocation ´ Average IVA Worldwide I IVWIX World Allocation * JPMorgan Global Allocation I GAOSX World Allocation Loomis Sayles Global Allocation Y LSWWX * Closed to New Investors 1Yr 3Yr 5Yr QQ 5.76 3.69 4.02 No Below Avg QQQQ 8.54 5.25 6.22 Yes ´ Low QQQQQ 12.26 5.74 7.33 No World Allocation ´ Below Avg QQQQQ 17.06 8.39 8.82 No MFS® Global Total Return A MFWTX World Allocation ´ Average QQQQ 9.69 5.57 6.31 No Principal Diversified Real Asset Instl PDRDX World Allocation ´ Low Q 5.06 0.36 0.95 No T. Rowe Price Global Allocation RPGAX World Allocation ´ Low QQQQQ 11.33 6.44 - No Templeton Global Balanced Adv TZINX World Allocation ´ Below Avg QQQ 4.34 3.42 5.10 No Thornburg Investment Income Builder A TIBAX World Allocation ´ Above Avg QQQQ 7.98 3.91 5.54 No American Funds Capital World Gr&Inc A CWGIX World Large Stock Œ Low QQQ 16.46 8.28 9.72 No American Funds New Perspective A ANWPX World Large Stock Œ Low QQQQQ 20.21 10.50 11.72 No Artisan Global Equity Inv ARTHX World Large Stock ´ Above Avg QQQQ 27.11 8.69 10.33 No Artisan Global Opportunities Inv ARTRX World Large Stock * Average QQQQQ 22.64 13.24 12.94 No Artisan Global Value Inv ARTGX World Large Stock * Above Avg QQQQ 12.74 8.22 9.92 No Boston Partners Global Equity Instl BPGIX World Large Stock * Below Avg QQQQ 12.58 7.89 10.46 No Causeway Global Value Inst CGVIX World Large Stock * Average QQQ 8.43 4.87 8.49 No Davis Global A DGFAX World Large Stock ´ Below Avg QQQQ 22.71 12.91 13.78 No DFA Global Equity I DGEIX World Large Stock * Low QQQQ 14.55 8.99 10.57 No Dodge & Cox Global Stock DODWX World Large Stock Œ Low QQQQ 9.79 7.88 11.04 No Dreyfus Global Stock I DGLRX World Large Stock * Below Avg QQQQ 16.53 9.49 9.12 No Dreyfus Worldwide Growth A PGROX World Large Stock ´ Average QQQQ 13.31 8.64 8.47 No Franklin Mutual Global Discovery Z MDISX World Large Stock ´ Below Avg QQQ 2.36 4.15 7.35 No Harding Loevner Global Equity Advisor HLMGX World Large Stock * Average QQQQ 23.16 11.85 11.75 No MFS® Global Equity B MWEBX World Large Stock Œ High QQQQ 11.45 6.57 8.34 No Morgan Stanley Inst Global Franchise I MSFAX World Large Stock ´ Below Avg QQQQ 13.47 11.77 10.12 No Oakmark Global Inv OAKGX World Large Stock Œ Average QQQ 15.08 6.66 9.71 No Oakmark Global Select Inv OAKWX World Large Stock * Average QQQQ 10.71 8.60 10.85 No Oppenheimer Global A OPPAX World Large Stock * Average QQQQ 23.23 9.67 11.33 No Thornburg Global Opportunities I THOIX World Large Stock ´ Below Avg QQQ 7.59 4.49 11.54 No Tweedy, Browne Value TWEBX World Large Stock ´ Above Avg QQQQ 8.19 5.05 6.45 No Tweedy, Browne Wrldwide Hi Div Yld Val TBHDX World Large Stock ´ Above Avg QQ 13.58 5.31 5.57 No USAA World Growth USAWX World Large Stock * Average QQQQ 12.46 7.47 9.25 No Vanguard Global Equity Inv VHGEX World Large Stock ´ Low QQQQ 19.37 9.55 10.89 No Virtus Vontobel Global Opportunities A NWWOX World Large Stock ´ Above Avg QQQQ 15.93 10.88 9.92 No VY® Oppenheimer Global I IGMIX World Large Stock * Low QQQQ 23.65 9.82 11.58 No American Funds SMALLCAP World A SMCWX World Small/Mid Stock ´ Average QQQ 18.51 9.78 10.97 No *Funds closed to new investors may still be accepting money from existing fundholders. global.morningstar.com/Morningstarmagazine 23http://global.morningstar.com/Morningstarmagazine