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Morningstar Ratings

 
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Overall Morningstar RatingsTM for select Northern Funds as of 01/31/16*

 (based on risk-adjusted total return)

Equity Funds
Global Sustainability Index Morningstar Rating
Among 987 world stock funds
Income Equity ”Morningstar
Among 1,190 large value funds
Large Cap Core ”Morningstar
Among 1,190 large value funds
Mid Cap Index ”Morningstar
Among 391 mid-cap blend funds
Small Cap Core ”Morningstar
Among 639 small blend funds
Small Cap Value ”Morningstar
Among 372 small value funds
Stock Index ”Morningstar
Among 1,409 large blend funds
Fixed Income Funds
Arizona Tax-Exempt ”Morningstar
Among 206 municipal single state intermediate funds**
California Tax-Exempt ”Morningstar
Among 111 municipal California long funds
Core Bond ”Morningstar
Among 947 intermediate-term bond funds
Fixed Income ”Morningstar
Among 947 intermediate-term bond funds
Ultra-Short Fixed Income Morningstar Rating
Among 124 ultrashort bond funds
U.S. Treasury Index ”Morningstar
Among 301 intermediate government 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.

**As of December 1, 2015, "municipal single state long" became "municipal single state intermediate."

Global Sustainability Index received 4 stars for the 3-year rating among 987 world stock funds and 4 stars for the 5-year rating among 785 funds. The 10-year Morningstar Rating is not available.

Income Equity received 3 stars for the 3-year rating among 1,190 large value funds, 3 stars for the 5-year rating among 1,040 funds and 5 stars for the 10-year rating among 757 funds.

Large Cap Core received 5 stars for the 3-year rating among 1,190 large value funds, 3 stars for the 5-year rating among 1,040 funds and 4 stars for the 10-year rating among 757 funds.

Mid Cap Index received 3 stars for the 3-year rating among 391 mid-cap blend funds, 4 stars for the 5-year rating among 326 funds and 4 stars for the 10-year rating among 213 funds.

Small Cap Core received 3 stars for the 3-year rating among 639 small blend funds, 4 stars for the 5-year rating among 564 funds and 4 stars for the 10-year rating among 367 funds.

Small Cap Value received 4 stars for the 3-year rating among 372 small value funds, 5 stars for the 5-year rating among 323 funds and 4 stars for the 10-year rating among 210 funds.

Stock Index received 4 stars for the 3-year rating among 1,409 large blend funds, 4 stars for the 5-year rating among 1,238 funds and 4 stars for the 10-year rating among 894 funds.

Arizona Tax-Exempt received 5 stars for the 3-year rating among 206 municipal single state intermediate funds, 5 stars for the 5-year rating among 196 funds and 5 stars for the 10-year rating among 178 funds.

California Tax-Exempt received 3 stars for the 3-year rating among 111 municipal California long funds, 3 stars for the 5-year rating among 105 funds and 4 stars for the 10-year rating among 87 funds.

Core Bond received 4 stars for the 3-year rating among 947 intermediate-term bond funds, 4 stars for the 5-year rating among 828 funds and 4 stars for the 10-year rating among 597 funds.

Fixed Income received 4 stars for the 3-year rating among 947 intermediate-term bond funds, 4 stars for the 5-year rating among 828 funds and 3 stars for the 10-year rating among 597 funds.

Ultra-Short Fixed Income received 4 stars for the 3-year rating among 124 ultrashort bond funds and 4 stars for the 5-year rating among 80 funds. The 10-year Morningstar Rating is not available.

U.S. Treasury Index received 4 stars for the 3-year rating among 301 intermediate government funds, 4 stars for the 5-year rating among 288 funds and 3 stars for the 10-year rating among 218 funds.

©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.

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