Data Dashboard Medalist Funds Specialty International Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Artisan Global Value Investor ARTGX World Large Stock * Above Avg Boston Partners Global Equity Instl BPGIX World Large Stock * Causeway Global Value Inst CGVIX World Large Stock Davis Global A DGFAX Closed to New Investors 1Yr 3Yr 5Yr QQQQ -1.25 8.50 5.35 No Below Avg QQQ -4.46 7.27 4.99 No * Average QQQ 1.41 8.35 3.68 No World Large Stock ´ Below Avg QQQQ -6.15 11.09 6.50 No DFA Global Equity I DGEIX World Large Stock * Low QQQQ 0.45 10.65 6.49 No Dodge & Cox Global Stock DODWX World Large Stock Œ Low QQQ -1.55 11.39 5.27 No Dreyfus Global Stock I DGLRX World Large Stock * Below Avg QQQQ 12.38 13.39 9.16 No Dreyfus Worldwide Growth A PGROX World Large Stock ´ Average QQQQ 7.75 11.39 7.76 No Franklin Mutual Beacon Z BEGRX World Large Stock ´ Low QQQQ 4.68 10.25 6.47 No Franklin Mutual Global Discovery Z MDISX World Large Stock ´ Below Avg QQ 1.91 7.65 4.14 No Harding Loevner Global Equity Advisor HLMGX World Large Stock * Average QQQQ -0.36 12.43 8.62 No MFS Global Equity B MWEBX World Large Stock Œ High QQQ 4.73 9.43 5.97 No Morgan Stanley Inst Global Franchise I MSFAX World Large Stock ´ Below Avg QQQQQ 14.44 13.28 10.81 No Oakmark Global Investor OAKGX World Large Stock Œ Average QQQ -6.37 9.37 3.42 No Oakmark Global Select Investor OAKWX World Large Stock * Average QQ -8.13 7.15 4.02 No Thornburg Global Opportunities I THOIX World Large Stock ´ Below Avg QQQ -5.62 5.02 5.62 No Tweedy, Browne Value TWEBX World Large Stock ´ Above Avg QQQ 5.41 9.95 4.72 No Tweedy, Browne Worldwide Hi Div Yld Val TBHDX World Large Stock ´ Above Avg QQ 2.44 9.57 3.19 No Vanguard Global Equity Inv VHGEX World Large Stock * Low QQQQ 2.19 11.88 7.33 No Virtus Vontobel Global Opportunities A NWWOX World Large Stock ´ Above Avg QQQQQ 5.51 11.75 9.01 No American Funds SMALLCAP World A SMCWX World Small/Mid Stock * Average QQQQ 2.92 12.92 7.62 No Moerus Worldwide Value Institutional MOWIX World Small/Mid Stock ´ Above Avg - -9.68 - - No Vanguard Global Minimum Volatility Adm VMNVX World Small/Mid Stock * Low QQQQQ 9.19 10.16 9.91 No Wells Fargo Global Small Cap A EKGAX World Small/Mid Stock ´ Above Avg QQQQ 0.11 12.00 7.29 No PIMCO CommoditiesPLUS® Strategy Instl PCLIX Commodities Broad Basket * Below Avg QQQQ -1.65 10.60 -7.05 No PIMCO Commodity Real Ret Strat Instl PCRIX Commodities Broad Basket * Above Avg QQQQ -5.41 2.92 -8.90 No T. Rowe Price Comm & Tech Investor PRMTX Communications * Below Avg QQQQQ 12.71 19.20 14.72 No Fidelity Advisor® Energy M FAGNX Equity Energy ´ Above Avg QQQQ -9.52 2.45 -5.72 No Fidelity® Select Energy FSENX Equity Energy ´ Below Avg QQQQ -9.13 3.07 -5.20 No Vanguard Energy Inv VGENX Equity Energy * Low QQQQQ -2.22 6.70 -2.96 No VanEck International Investors Gold A INIVX Equity Precious Metals ´ Above Avg QQQ -5.20 4.09 -1.01 No Davis Financial A RPFGX Financial * Average QQQQ -4.97 10.33 8.22 No Franklin Mutual Financial Services Z TEFAX Financial ´ Average QQQ -7.85 6.91 6.39 No JHancock Financial Industries A FIDAX Financial ´ Above Avg QQQ -5.96 11.55 4.92 No JHancock Regional Bank B FRBFX Financial ´ High QQQ -13.12 12.59 7.97 Yes Brookfield Global Listed Real Estate I BLRIX Global Real Estate ´ Below Avg QQQ 10.59 6.04 6.74 No 24