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 3/31/14
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 804
N/A N/A
out of 804
Global Opportunities
(9/22/08)
World Stock
out of 804

out of 642
N/A
out of 804
Global Value
(12/10/07)
World Stock
out of 804

out of 642
N/A
out of 804
International
(12/28/95)
Foreign Large Blend
out of 701

out of 625

out of 332

out of 701
International Small Cap
(12/21/01)
Foreign Small/Mid Growth
out of 123

out of 89

out of 59

out of 123
International Value
(9/23/02)
Foreign Large Blend
out of 701

out of 625

out of 332

out of 701
Mid Cap
(6/27/97)
Mid-Cap Growth
out of 641

out of 556

out of 420

out of 641
Mid Cap Value
(3/28/01)
Mid-Cap Value
out of 365

out of 307

out of 191

out of 365
Small Cap
(3/28/95)
Small Growth
out of 633

out of 555

out of 373

out of 633
Small Cap Value
(9/29/97)
Small Blend
out of 612

out of 554

out of 335

out of 612
Value
(3/27/06)
Large Value
out of 1068

out of 951
N/A
out of 1068
Emerging Markets
(6/2/08)
Diversified Emerging Markets
out of 424

out of 317
N/A
out of 424

 
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.

 
 
Lipper Ranking as of 3/31/14
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 Multi-Cap Growth 151
out of 226
1
out of 179
N/A N/A 3
out of 157
Global Opportunities
(9/22/08)
Global Multi-Cap Growth 146
out of 226
22
out of 179
12
out of 124
N/A 8
out of 115
Global Value
(12/10/07)
Global Multi-Cap Core 20
out of 175
1
out of 131
3
out of 107
N/A 3
out of 100
International
(12/28/95)
International Large-Cap Growth 52
out of 158
3
out of 128
2
out of 120
20
out of 84
1
out of 23
International Small Cap
(12/21/01)
International Small/Mid-Cap Growth 45
out of 173
10
out of 145
15
out of 108
7
out of 67
6
out of 50
International Value
(9/23/02)
International Multi-Cap Core 41
out of 361
2
out of 317
14
out of 283
1
out of 120
1
out of 102
Mid Cap
(6/27/97)
Multi-Cap Growth 77
out of 547
79
out of 471
17
out of 416
11
out of 273
1
out of 112
Mid Cap Value
(3/28/01)
Mid-Cap Value 200
out of 213
61
out of 182
107
out of 159
4
out of 90
4
out of 38
Small Cap
(3/28/95)
Small-Cap Growth 206
out of 520
25
out of 462
28
out of 408
109
out of 275
29
out of 50
Small Cap Value
(9/29/97)
Small-Cap Value 261
out of 280
226
out of 230
181
out of 187
47
out of 119
4
out of 38
Value
(3/27/06)
Multi-Cap Core 699
out of 785
334
out of 686
254
out of 589
N/A 186
out of 491
Emerging Markets
(6/2/08)
Emerging Markets 327
out of 630
394
out of 423
277
out of 312
N/A 237
out of 263


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 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 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 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.

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 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.

High Income Fund
Fixed income investments entail credit and interest rate risk. In general, 
when interest rates rise, fixed income fund values fall and investors
 may lose principal value. High income securities (junk bonds) are
 fixed income instruments rated below investment grade. High income
 securities are speculative, have a higher degree of default risk than
 higher-rated bonds and may increase the Fund’s volatility.
 Loans carry risks including the insolvency of the borrower, lending bank
 or other intermediary. Loans may be secured, unsecured, or not fully
 collateralized, and may infrequently trade, experience delayed
 settlement, and be subject to restrictions on resale. Private placement
 and restricted securities are subject to strict restrictions on resale
 and may not be able to be easily sold or accurately valued.
 International investments involve special risks, including currency
 fluctuation, lower liquidity, different accounting methods and economic
 and political systems, and higher transaction costs. The use of
 derivatives may create investment leverage and increase
 the likelihood of volatility and risk of loss in excess of the amount
 invested.
 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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