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Morningstar Ratings

 
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Overall Morningstar Ratings TM for select Northern Funds as of 07/31/15

 (based on risk-adjusted total return)

Equity Funds
Large Cap Core ”Morningstar
Among 1,192 large value funds
Mid Cap Index ”Morningstar
Among 351 mid-cap blend funds
Small Cap Core ”Morningstar
Among 647 small blend funds
Small Cap Value ”Morningstar
Among 366 small value funds
Stock Index ”Morningstar
Among 1,394 large blend funds
Fixed Income Funds
Arizona Tax-Exempt ”Morningstar
Among 274 municipal single state long funds
California Tax-Exempt ”Morningstar
Among 117 municipal California long funds
Core Bond ”Morningstar
Among 932 intermediate-term bond funds
High Yield Fixed Income ”Morningstar
Among 613 high yield bond funds
Ultra-Short Fixed Income Morningstar Rating
Among 114 ultrashort 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.

Large Cap Core received 4 stars for the 3-year rating among 1,192 large value funds and 5 stars for the 5-year rating among 1,052 funds. The 10-year Morningstar Rating is not available.

Mid Cap Index received 3 stars for the 3-year rating among 351 mid-cap blend funds, 4 stars for the 5-year rating among 290 funds and 4 stars for the 10-year rating among 182 funds.

Small Cap Core received 4 stars for the 3-year rating among 647 small blend funds, 4 stars for the 5-year rating among 577 funds and 4 stars for the 10-year rating among 378 funds.

Small Cap Value received 4 stars for the 3-year rating among 366 small value funds, 4 stars for the 5-year rating among 309 funds and 4 stars for the 10-year rating among 198 funds.

Stock Index received 4 stars for the 3-year rating among 1,394 large blend funds, 4 stars for the 5-year rating among 1,234 funds and 4 stars for the 10-year rating among 867 funds.

Arizona Tax-Exempt received 4 stars for the 3-year rating among 274 municipal single state long funds, 4 stars for the 5-year rating among 262 funds and 4 stars for the 10-year rating among 214 funds.

California Tax-Exempt received 4 stars for the 3-year rating among 117 municipal California long funds, 4 stars for the 5-year rating among 108 funds and 4 stars for the 10-year rating among 91 funds.

Core Bond received 3 stars for the 3-year rating among 932 intermediate-term bond funds, 3 stars for the 5-year rating among 819 funds and 4 stars for the 10-year rating among 591 funds.

High Yield Fixed Income received 4 stars for the 3-year rating among 613 high yield bond funds, 4 stars for the 5-year rating among 517 funds and 3 stars for the 10-year rating among 362 funds.

Ultra-Short Fixed Income received 4 stars for the 3-year rating among 114 ultrashort bond funds and 4 stars for the 5-year rating among 77 funds. The 10-year Morningstar Rating is not available.

©2015 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.

©2015 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.