Medalist Funds Specialty International Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Loomis Sayles Global Equity and Inc Y LSWWX World Allocation ´ Below Average MFS Global Total Return A MFWTX World Allocation ´ Templeton Global Balanced Adv TZINX World Allocation Thornburg Investment Income Builder A TIBAX * Closed to New Investors 1Yr 3Yr 5Yr QQQQQ 15.76 5.61 9.13 No Below Average QQQQQ 7.56 3.50 7.45 No ´ Below Average QQQ 18.39 1.91 8.01 No World Allocation ´ Above Average QQQ 12.27 2.43 7.58 No American Funds Capital World Gr&Inc A CWGIX World Large Stock Œ Low QQQQ 18.40 4.88 11.18 No American Funds New Perspective A ANWPX World Large Stock Œ Low QQQQQ 21.19 7.79 12.72 No Artisan Global Equity Inv ARTHX World Large Stock ´ Above Average QQQQ 14.45 4.63 12.23 No Artisan Global Opportunities Inv ARTRX World Large Stock „ Average QQQQQ 24.19 9.78 14.10 No Artisan Global Value Inv ARTGX World Large Stock „ Above Average QQQQ 21.60 5.58 12.83 No Causeway Global Value Inst CGVIX World Large Stock „ Below Average QQQ 17.91 2.70 9.98 No Davis Global A DGFAX World Large Stock ´ Below Average QQQQ 24.42 7.00 14.49 No DFA Global Equity I DGEIX World Large Stock „ Low QQQQ 19.96 5.57 12.47 No Dodge & Cox Global Stock DODWX World Large Stock Œ Low QQQQ 30.50 5.52 14.13 No Dreyfus Worldwide Growth A PGROX World Large Stock ´ Average QQQQ 18.02 5.90 9.83 No Franklin Mutual Global Discovery Z MDISX World Large Stock ´ Below Average QQQQ 20.04 4.85 10.78 No Harding Loevner Global Equity Adv HLMGX World Large Stock „ Average QQQQ 22.51 7.93 11.18 No Janus Henderson Global Research D JANWX World Large Stock ´ Low QQQQ 20.20 5.25 10.91 Yes Janus Henderson Global Value D JNGOX World Large Stock ´ Low QQQ 11.84 2.80 8.65 Yes MFS Global Equity B MWEBX World Large Stock „ High QQQQ 19.51 5.63 11.99 No Oakmark Global Inv OAKGX World Large Stock Œ Average QQQ 31.46 3.45 12.00 No Oakmark Global Select Inv OAKWX World Large Stock „ Average QQQQQ 33.37 7.27 14.61 No Oppenheimer Global A OPPAX World Large Stock „ Average QQQQ 30.76 6.82 13.28 No Thornburg Global Opportunities I THOIX World Large Stock ´ Below Average QQQQ 28.40 7.97 16.97 No Tweedy, Browne Value TWEBX World Large Stock „ Above Average QQQQ 13.96 2.56 9.03 No Tweedy, Browne Wrldwde Hi Div Yld Val TBHDX World Large Stock „ Above Average Q 16.49 0.39 6.79 No USAA World Growth USAWX World Large Stock „ Average QQQQQ 20.71 6.51 12.96 No Vanguard Global Equity Inv VHGEX World Large Stock ´ Low QQQQ 21.76 6.06 12.47 No Virtus Vontobel Global Opps A NWWOX World Large Stock ´ Above Average QQQQ 19.01 9.20 12.15 No VY® Oppenheimer Global I IGMIX World Large Stock „ Low QQQQ 30.74 6.94 13.53 No American Funds SMALLCAP World A SMCWX World Small/Mid Stock ´ Average QQQ 21.73 6.69 12.59 No Vanguard Global Min Volatility Adm VMNVX World Small/Mid Stock ´ Low QQQQQ 11.19 10.21 PIMCO CommoditiesPLUS® Strtgy Instl PCLIX Commodities Broad Basket „ Low QQQ -2.29 -18.35 -8.31 No PIMCO Commodity Real Ret Strat Instl PCRIX Commodities Broad Basket „ Low QQQ -6.39 -15.77 -9.94 No T. Rowe Price Media & Telecomms PRMTX Communications ´ Below Average QQQQQ 25.90 13.29 17.71 No Fidelity Advisor® Energy M FAGNX Equity Energy ´ Above Average QQQQ -5.57 -13.23 0.45 No Fidelity® Select Energy FSENX Equity Energy ´ Below Average QQQQ -4.88 -12.72 0.99 No No *Funds closed to new investors may still be accepting money from existing fundholders. global.morningstar.com/Morningstarmagazine 21http://global.morningstar.com/Morningstarmagazine