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Morningstar Ratings

 
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Overall Morningstar Ratings TM for select Northern Funds as of 10/31/14

 (based on risk-adjusted total return)

Equity Funds
Income Equity ”Morningstar
Among 342 aggressive allocation funds
Large Cap Core ”Morningstar
Among 1,101 large value funds
Mid Cap Index ”Morningstar
Among 324 mid-cap blend funds
Multi-Manager Emerging Markets Equity ”Morningstar
Among 497 diversified emerging markets funds
Small Cap Core ”Morningstar
Among 614 small blend funds
Small Cap Value ”Morningstar
Among 336 small value funds
Stock Index ”Morningstar
Among 1,341 large blend funds
Fixed Income Funds
California Intermediate Tax-Exempt ”Morningstar
Among 43 municipal California intermediate funds
California Tax-Exempt ”Morningstar
Among 137 municipal California long funds
Core Bond ”Morningstar
Among 924 intermediate-term 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.

Income Equity received 4 stars for the 3-year rating among 342 aggressive allocation funds, 5 stars for the 5-year rating among 307 funds and 5 stars for the 10-year rating among 207 funds.

Large Cap Core received 4 stars for the 3-year rating among 1,011 large value funds and 5 stars for the 5-year rating among 970 funds. The 10-year Morningstar Rating is not available.

Mid Cap Index received 3 stars for the 3-year rating among 324 mid-cap blend funds and 4 stars for the 5-year rating among 297 funds. The 10-year Morningstar Rating is not available.

Multi-Manager Emerging Markets Equity received 3 stars for the 3-year rating among 497 diversified emerging markets funds and 4 stars for the 5-year rating among 335 funds. The 10-year Morningstar Rating is not available.

Small Cap Core received 4 stars for the 3-year rating among 614 small blend funds, 4 stars for the 5-year rating among 563 funds and 4 stars for the 10-year rating among 353 funds.

Small Cap Value received 3 stars for the 3-year rating among 336 small value funds, 4 stars for the 5-year rating among 262 funds and 4 stars for the 10-year rating among 175 funds.

Stock Index received 4 stars for the 3-year rating among 1,341 large blend funds, 4 stars for the 5-year rating among 1,198 funds and 3 stars for the 10-year rating among 804 funds.

California Intermediate Tax-Exempt received 4 stars for the 3-year rating among 43 municipal California intermediate funds, 4 stars for the 5-year rating among 38 funds and 3 stars for the 10-year rating among 34 funds.

California Tax-Exempt received 3 stars for the 3-year rating among 137 municipal California long funds, 3 stars for the 5-year rating among 132 funds and 4 stars for the 10-year rating among 111 funds.

Core Bond received 3 stars for the 3-year rating among 924 intermediate-term bond funds, 3 stars for the 5-year rating among 801 funds and 4 stars for the 10-year rating among 579 funds.

©2014 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.

©2014 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.