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Morningstar Ratings

 
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Overall Morningstar Ratings TM for select Northern Funds as of 8/31/14

 (based on risk-adjusted total return)

Equity Funds
Income Equity ”Morningstar
Among 334 aggressive allocation funds
Large Cap Core ”Morningstar
Among 1,086 large value funds
Mid Cap Index ”Morningstar
Among 317 mid-cap blend funds
Multi-Manager Emerging Markets Equity ”Morningstar
Among 477 diversified emerging markets funds
Small Cap Core ”Morningstar
Among 608 small blend funds
Small Cap Value ”Morningstar
Among 334 small value funds
Stock Index ”Morningstar
Among 1,339 large blend funds
Fixed Income Funds
California Intermediate Tax-Exempt ”Morningstar
Among 43 municipal California intermediate funds
California Tax-Exempt ”Morningstar
Among 138 municipal California long funds
Core Bond ”Morningstar
Among 933 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 334 aggressive allocation funds, 5 stars for the 5-year rating among 298 funds and 4 stars for the 10-year rating among 193 funds.

Large Cap Core received 5 stars for the 3-year rating among 1,086 large value funds and 5 stars for the 5-year rating among 958 funds. The 10-year Morningstar Rating is not available.

Mid Cap Index received 3 stars for the 3-year rating among 317 mid-cap blend funds and 4 stars for the 5-year rating among 299 funds. The 10-year Morningstar Rating is not available.

Multi-Manager Emerging Markets Equity received 4 stars for the 3-year rating among 477 diversified emerging markets funds and 4 stars for the 5-year rating among 331 funds. The 10-year Morningstar Rating is not available.

Small Cap Core received 3 stars for the 3-year rating among 608 small blend funds, 4 stars for the 5-year rating among 554 funds and 4 stars for the 10-year rating among 345 funds.

Small Cap Value received 3 stars for the 3-year rating among 334 small value funds, 3 stars for the 5-year rating among 262 funds and 4 stars for the 10-year rating among 171 funds.

Stock Index received 4 stars for the 3-year rating among 1,339 large blend funds, 4 stars for the 5-year rating among 1,203 funds and 3 stars for the 10-year rating among 799 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 138 municipal California long funds, 3 stars for the 5-year rating among 133 funds and 4 stars for the 10-year rating among 109 funds.

Core Bond received 3 stars for the 3-year rating among 933 intermediate-term bond funds, 3 stars for the 5-year rating among 801 funds and 4 stars for the 10-year rating among 575 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.