Ratings/Rankings

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The Morningstar Analyst Rating is a subjective evaluation performed by the mutual fund analysts of Morningstar. The Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings are based on Morningstar’s current expectations about future events; therefore, in no way does Morningstar represent ratings as a guarantee nor should they be viewed by an investor as such. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what is described. Morningstar Ratings Disclosure



Morningstar Rating™ as of 4/30/13
Fund Name/
Inception
Morningstar Category Rating/# of funds in the category
3 Yr 5 Yr 10 Yr Overall Rating
Global Equity
(3/29/10)
World Stock
out of 742
n/a n/a
out of 742
Global Opportunities
(9/22/08)
World Stock
out of 742
n/a n/a
out of 742
Global Value
(12/10/07)
World Stock
out of 742

out of 586
n/a
out of 742
International
(12/28/95)
Foreign Large Blend
out of 707

out of 600

out of 321

out of 707
International Small Cap
(12/21/01)
Foreign Small/Mid Growth
out of 122

out of 100

out of 59

out of 122
International Value
(9/23/02)
Foreign Large Blend
out of 707

out of 600

out of 321

out of 707
Mid Cap
(6/27/97)
Mid-Cap Growth
out of 642

out of 559

out of 412

out of 642
Mid Cap Value
(3/28/01)
Mid-Cap Value
out of 364

out of 315

out of 179

out of 364
Small Cap
(3/28/95)
Small Growth
out of 638

out of 563

out of 369

out of 638
Small Cap Value
(9/29/97)
Small Blend
out of 606

out of 536

out of 331

out of 606
Value
(3/27/06)
Large Value
out of 1,037

out of 926
n/a
out of 1,037
Emerging Markets - Advisor Shares
(6/2/08)
Diversified Emerging Markets
out of 357

out of 257
n/a
out of 357

 
Ratings are based on risk-adjusted returns and are historical and do not represent future results. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-year, five-year, and ten-year (if applicable) Morningstar Ratings metrics.

 
 

Lipper2013 VRankings

Lipper Ranking as of 3/31/13
Fund Name/
Inception
Lipper
Category
Ranking/# of funds in the category
1 Yr 3 Yr 5 Yr 10 Yr Inception
Global Equity
(3/29/10)
Global Large-Cap Growth 1
out of 77
1
out of 69
n/a n/a 1
out of 74
Global Opportunities
(9/22/08)
Multi-Cap Growth 64
out of 529
24
out of 455
n/a n/a 76
out of 449
Global Value
(12/10/07)
Global Multi-Cap Core 4
out of 160
1
out of 132
2
out of 112
n/a 2
out of 117
International
(12/28/95)
International Large-Cap Growth 3
out of 213
7
out of 199
26
out of 158
14
out of 116
1
out of 41
International Small Cap
(12/21/01)
International Small/Mid-Cap Growth 10
out of 161
15
out of 125
33
out of 103
10
out of 59
8
out of 49
International Value
(9/23/02)
International Multi-Cap Core 14
out of 318
2
out of 269
5
out of 239
1
out of 95
1
out of 93
Mid Cap
(6/27/97)
Multi-Cap Growth 311
out of 529
21
out of 455
22
out of 384
22
out of 250
1
out of 110
Mid Cap Value
(3/28/01)
Mid-Cap Value 102
out of 203
10
out of 171
13
out of 156
4
out of 80
2
out of 43
Small Cap
(3/28/95)
Small-Cap Growth 210
out of 505
17
out of 445
119
out of 402
106
out of 266
30
out of 49
Small Cap Value
(9/29/97)
Small-Cap Value 294
out of 294
231
out of 237
147
out of 204
57
out of 116
3
out of 43
Value
(3/27/06)
Large-Cap Core 402
out of 949
183
out of 866
215
out of 765
n/a 131
out of 657
Emerging Markets - Advisor Shares
(6/2/08)
Emerging Markets 470
out of 537
307
out of 341
n/a n/a 225
out of 262


Rankings are based on total return and are historical and do not represent future results. The number of funds in the category may include several share classes of the same mutual fund which may have a material impact on the fund's ranking within the category.
 
Important Fund Risks

Emerging Markets Fund
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Such risks include new and rapidly changing political and economic structures, which may cause instability; underdeveloped securities markets; and higher likelihood of high levels of inflation, deflation or currency devaluations. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

Global Equity Fund
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperform securities of large companies during some periods. Growth securities may underperformed other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

Global Opportunities Fund
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Growth securities may underperform other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

Global Value Fund
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperformed other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

International Fund
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Growth securities may underperform other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

International Small Cap Fund
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Growth securities may underperform other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

International Value Fund
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperform other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

Mid Cap Fund
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Growth securities may underperform other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

Mid Cap Value Fund
Securities of medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperform other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

Small Cap Fund
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of small companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Growth securities may underperform other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

Small Cap Value Fund
Securities of small companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperform other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

Value Fund
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperform other asset types during a given period. These risks are discussed in the prospectus. Please read it carefully before you invest or send money.

 
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