Morningstar Ratings
Overall Morningstar Ratings TM for select Northern Funds
as of 3/31/14
(based on risk-adjusted total return)

Equity Funds

Income Equity

4 gold stars
Among 742 moderate allocation funds

Large Cap Core

4 gold stars
Among 1,068 large value funds

Mid Cap Index

4 gold stars
Among 338 mid-cap blend funds

 

Multi-Manager Emerging Markets Equity

4 gold stars
Among 424 diversified emerging markets funds

Stock Index

4 gold stars
Among 1,361 large blend funds

 


Fixed Income Funds

Arizona Tax-Exempt

4 gold stars
Among 293 municipal single state long funds

California Tax-Exempt

4 gold stars
Among 138 municipal California long funds

Ultra-Short Fixed Income

4 gold stars
Among 97 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 fundís 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 742 moderate allocation funds, 5 stars for the 5-year rating among 666 funds and 4 stars for the 10-year rating among 437 funds.

Large Cap Core received 5 stars for the 3-year rating among 1,068 large value funds and 4 stars for the 5-year rating among 951 funds. The 10-year Morningstar Rating is not available.

Mid Cap Index received 3 stars for the 3-year rating among 338 mid-cap blend funds and 4 stars for the 5-year rating among 311 funds. The 10-year Morningstar Rating is not available.

Multi-Manager Emerging Markets Equity received 4 stars for the 3-year rating among 424 diversified emerging markets funds and 4 stars for the 5-year rating among 317 funds. The 10-year Morningstar Rating is not available.

Stock Index received 4 stars for the 3-year rating among 1,361 large blend funds, 4 stars for the 5-year rating among 1,219 funds and 3 stars for the 10-year rating among 806 funds.

Arizona Tax-Exempt received 4 stars for the 3-year rating among 293 municipal single state long funds, 3 stars for the 5-year rating among 277 funds and 4 stars for the 10-year rating among 230 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 108 funds.

Ultra-Short Fixed Income received 4 stars for the 3-year rating among 97 ultrashort bond funds. The 5- and 10-year Morningstar Ratings are not available.

©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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