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Summary

The Fund seeks to provide long-term capital appreciation through a diversified portfolio of global equity securities.

Fund Objective

The investment objective of the fund is to achieve long-term capital appreciation through a diversified portfolio of global equities.

Fund Strategy

The Fund utilizes a multi-manager approach to allocate to sub-advisers based on their investment expertise and a demonstrated commitment to advancing and promoting diversity. The Fund will invest at least 80% of its net assets in equity securities of companies listed on a domestic or foreign exchange. Under normal circumstances, the Fund will invest at least 40%, and may invest up to 100%, of its net assets in equity securities of companies economically tied to a non-U.S. country, including emerging and frontier market countries.

Redemption Fee

2% on shares sold or exchanged within 30 days of purchase.

Risk/Reward Potential

risk reward

Sub-Adviser Allocations

Sub-Advisers and Allocations subject to change at any time.

SUB-ADVISERTARGET ALLOCATION*ROLE IN PORTFOLIO
Aristotle Capital Management, LLC30.0%Global equity, relative value approach that is benchmark agnostic. Seeks to uncover high-quality investment opportunities that are trading at attractive prices and possess a catalyst to unlock value.
Boston Common Asset Management, LLC**25.0%A diversified international strategy employing a growth at a reasonable price approach with a high-quality bias. The strategy will invest in both developed and emerging international markets.            
Mar Vista Investment Partners, LLC20.0%A U.S. large cap strategy that seeks to invest in companies that possess sustainable competitive advantages and attractive  returns on capital. The portfolio is expected to have a lower volatility, low beta profile.
EARNEST Partners, LLC13.0%Diversified U.S. all cap core strategy focusing on companies with improving profitability and lower earnings variability that trade at reasonable valuations. 
Ariel Investments, LLC7.0%A concentrated U.S. mid cap value strategy with a long term investment horizon that follows a fundamental, bottom-up, contrarian value style of investing.
ARK Investment Management LLC5.0%Concentrated, global equity growth strategy focused on disruptive innovation, with significant exposures to information technology and health care sectors. It is benchmark agnostic with a higher risk profile.
*Actual allocations may vary. Effective March 28, 2022, the Fund Board approved the current Target Allocations.

**Effective December 3, 2021, Boston Common Asset Management, LLC began managing a portion of the Northern Engage360TM Fund.

Important risk information can be found on the Portfolio tab.

Not FDIC insured | May lose value | No bank guarantee

View investment terms definitions

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

©2022 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.