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Morningstar Ratings

 
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Overall Morningstar RatingsTM for select Northern Funds as of 11/30/16*

 (based on risk-adjusted total return)

Equity Funds
Global Sustainability Index Morningstar Rating
Among 840 world stock funds
Global Tactical Asset Allocation Morningstar Rating
Among 405 world allocation funds
Income Equity Morningstar Rating
Among 1,082 large value funds
Large Cap Core ”Morningstar
Among 1,082 large value funds
Mid Cap Index ”Morningstar
Among 364 mid-cap blend funds
Small Cap Core ”Morningstar
Among 623 small blend funds
Small Cap Value ”Morningstar
Among 338 small value funds
Stock Index ”Morningstar
Among 1,253 large blend funds
Fixed Income Funds
Arizona Tax-Exempt ”Morningstar
Among 158 municipal single state intermediate funds
California Tax-Exempt ”Morningstar
Among 87 municipal California long funds
Multi-Manager High Yield Opportunity Morningstar Rating
Among 605 high yield bond funds

Past performance is no guarantee of future results. Ratings reflect fee waivers in effect; in their absence, ratings may have been lower.

*Star ratings are based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The overall rating is a weighted average of the 3-, 5-, and 10-year (if applicable) returns. 5 stars = top 10% of funds in an asset category; 4 stars = next 22.5% of funds; 3 stars = next 35%; 2 stars = next 22.5% and 1 star = next 10%. A fund must be in existence three years to be rated. Ratings are subject to change monthly.

Global Sustainability Index received 4 stars for the 3-year rating among 840 world stock funds and 4 stars for the 5-year rating among 648 funds. The 10-year Morningstar Rating is not available.

Global Tactical Asset Allocation received 4 stars for the 3-year rating among 405 world allocation funds, 4 stars for the 5-year rating among 315 funds and 4 stars for the 10-year rating among 141 funds.

Income Equity received 3 stars for the 3-year rating among 1,082 large value funds, 2 stars for the 5-year rating among 932 funds and 5 stars for the 10-year rating among 667 funds.

Large Cap Core received 4 stars for the 3-year rating among 1,082 large value funds, 4 stars for the 5-year rating among 932 funds and 4 stars for the 10-year rating among 667 funds.

Mid Cap Index received 4 stars for the 3-year rating among 364 mid-cap blend funds, 4 stars for the 5-year rating among 316 funds and 4 stars for the 10-year rating among 213 funds.

Small Cap Core received 3 stars for the 3-year rating among 623 small blend funds, 3 stars for the 5-year rating among 533 funds and 4 stars for the 10-year rating among 355 funds.

Small Cap Value received 4 stars for the 3-year rating among 338 small value funds, 4 stars for the 5-year rating among 304 funds and 4 stars for the 10-year rating among 188 funds.

Stock Index received 4 stars for the 3-year rating among 1,253 large blend funds, 4 stars for the 5-year rating among 1,099 funds and 4 stars for the 10-year rating among 803 funds.

Arizona Tax-Exempt received 4 stars for the 3-year rating among 158 municipal single state intermediate funds, 4 stars for the 5-year rating among 141 funds and 4 stars for the 10-year rating among 126 funds.

California Tax-Exempt received 3 stars for the 3-year rating among 87 municipal California long funds, 3 stars for the 5-year rating among 75 funds and 4 stars for the 10-year rating among 64 funds.

Multi-Manager High Yield Opportunity received 3 stars for the 3-year rating among 605 high yield bond funds and 4 stars for the 5-year rating among 469 funds. The 10-year Morningstar Rating is not available.

©2016 Morningstar, Inc. All Rights Reserved. Morningstar and/or its content providers are the proprietors of this information; do not permit its unauthorized copying or distribution; do not warrant it to be accurate, complete or timely; and are not responsible for damages or losses arising from its use.

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Not FDIC insured | May lose value | No bank guarantee

An investment in Northern Funds is not insured by the FDIC, and is not a deposit or obligation of, or guaranteed by The Northern Trust Company or any affiliate. An investment in Northern Funds involves risks, including possible loss of principal.

Please carefully read the prospectus and summary prospectus and consider the investment objectives, risks, charges and expenses of Northern Funds before investing. Call 800-595-9111 to obtain a prospectus and summary prospectus, which contains this and other information about the funds.

Shares of the Northern Funds are offered only by a current Prospectus and are intended solely for persons to whom shares of US registered funds may be sold. This site shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of shares of the Northern Funds in any jurisdiction in which such offer, solicitation or sale would be unlawful.

©2016 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.