Morningstar Magazine - August/September 2017 - I20

Data Dashboard

Medalist Funds

International

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

DFA International Value I DFIVX

Foreign Large Value

´

Low

Hartford Schroders Intl Multi-Cp Val I SIDNX

Foreign Large Value

´

T. Rowe Price International Value Eq TRIGX

Foreign Large Value

Templeton Foreign A TEMFX

* Closed
to New
Investors

1Yr

3Yr

5Yr

QQQ

25.92

-0.26

8.26

No

Below Average

QQQQQ

20.11

1.84

9.01

No

´

Below Average

QQQ

17.82

-0.31

7.62

No

Foreign Large Value

´

Above Average

QQQQ

23.93

-0.41

9.18

No

Transamerica International Equity I TSWIX

Foreign Large Value

´

Below Average

QQQQQ

20.38

1.70

9.72

No

Tweedy, Browne Global Value TBGVX

Foreign Large Value

„

Above Average

QQQQQ

15.74

3.53

8.94

No

Vanguard International Value Inv VTRIX

Foreign Large Value

´

Low

QQQ

19.86

-0.23

8.13

No

DFA International Small Company I DFISX

Foreign Small/Mid Blend

„

Low

QQQQ

24.07

4.56

12.26

No

Invesco Internatl Small Company A IEGAX

Foreign Small/Mid Blend

´

Above Average

QQ

28.71

1.72

7.60

No

IVA International I IVIQX

Foreign Small/Mid Blend

„

Low

QQ

12.35

3.74

7.88

Yes

Oakmark International Small Cap Inv OAKEX

Foreign Small/Mid Blend

´

Average

QQQ

31.61

4.14

11.18

No

Vanguard FTSE All-Wld ex-US SmCp Idx VFSNX

Foreign Small/Mid Blend

„

Low

QQ

19.49

1.93

9.09

No

Artisan International Small Cap Inv ARTJX

Foreign Small/Mid Growth

„

Above Average

QQ

10.22

-1.21

8.85

Yes

Columbia Acorn International Z ACINX

Foreign Small/Mid Growth

´

Low

QQQ

17.38

1.07

8.41

No

MFS International New Discovery I MWNIX

Foreign Small/Mid Growth

„

Below Average

QQQQ

18.08

4.00

9.91

No

Oppenheimer Internatl Small-Mid Co A OSMAX

Foreign Small/Mid Growth

´

Above Average

QQQQ

24.06

9.68

18.70

Yes

T. Rowe Price International Discovery PRIDX

Foreign Small/Mid Growth

„

Average

QQQQQ

24.75

7.77

13.36

No

DFA International Small Cap Value I DISVX

Foreign Small/Mid Value

„

Low

QQQQ

28.80

4.16

13.74

No

Pear Tree Polaris Fgn Val Sm Cap Instl QUSIX

Foreign Small/Mid Value

´

Below Average

QQQQQ

27.09

4.57

13.61

No

Matthews India Inv MINDX

India Equity

´

Below Average

QQQQ

18.57

13.61

16.66

No

Matthews Japan Inv MJFOX

Japan Stock

´

Average

QQQ

8.27

9.56

13.74

Yes

Matthews Korea Inv MAKOX

Miscellaneous Region

´

High

19.23

8.84

12.30

No

Invesco Asia Pacific Growth A ASIAX

Pacific/Asia ex-Japan Stk

„

Average

QQQQ

17.62

5.69

8.09

No

Matthews Asia Small Companies Inv MSMLX

Pacific/Asia ex-Japan Stk

´

Average

QQ

13.60

0.68

7.31

No

Matthews Asian Growth & Inc Inv MACSX

Pacific/Asia ex-Japan Stk

„

Below Average

QQQQ

8.75

1.73

6.05

No

Matthews Pacific Tiger Inv MAPTX

Pacific/Asia ex-Japan Stk

„

Below Average

QQQQQ

15.35

6.22

9.25

No

T. Rowe Price New Asia PRASX

Pacific/Asia ex-Japan Stk

´

Below Average

QQQ

23.67

5.38

7.53

No

American Funds Capital Income Bldr A CAIBX

World Allocation

„

Low

QQQQ

7.91

3.79

7.73

No

American Funds Global Balanced R6 RGBGX

World Allocation

„

Low

QQQQ

8.26

3.01

7.91

No

BlackRock Global Allocation Instl MALOX

World Allocation

„

Low

QQQQ

11.75

3.07

6.76

No

First Eagle Global A SGENX

World Allocation

´

Average

QQQQQ

10.90

4.35

8.39

No

Franklin Mutual Quest Z MQIFX

World Allocation

„

Low

QQQQ

12.92

2.85

9.51

No

GMO Benchmark-Free Allocation III GBMFX

World Allocation

´

Below Average

QQQQ

10.13

0.99

4.69

No

GMO Global Asset Allocation III GMWAX

World Allocation

´

Low

QQQQ

11.70

1.77

5.81

No

IVA Worldwide I IVWIX

World Allocation

„

Below Average

QQQQ

12.14

3.16

7.44

Yes

JPMorgan Global Allocation I GAOSX

World Allocation

´

Low

QQQQQ

13.48

4.62

8.45

No

20



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
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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
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Morningstar Magazine - August/September 2017 - I14
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Morningstar Magazine - August/September 2017 - Cover3I
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