Morningstar Ratings
Overall Morningstar Ratings TM for select Northern Funds
as of 6/30/14
(based on risk-adjusted total return)

Equity Funds

Income Equity

4 gold stars
Among 328 aggressive allocation funds

Large Cap Core

4 gold stars
Among 1,073 large value funds

Mid Cap Index

4 gold stars
Among 330 mid-cap blend funds

 

Multi-Manager Emerging Markets Equity

4 gold stars
Among 454 diversified emerging markets funds

Small Cap Core

4 gold stars
Among 596 small blend funds

Small Cap Value

4 gold stars
Among 332 small value funds

 

Stock Index

4 gold stars
Among 1,338 large blend funds

 


Fixed Income Funds

California Tax-Exempt

4 gold stars
Among 138 municipal California long funds

Core Bond

4 gold stars
Among 931 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 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 328 aggressive allocation funds, 5 stars for the 5-year rating among 291 funds and 4 stars for the 10-year rating among 181 funds.

Large Cap Core received 5 stars for the 3-year rating among 1,073 large value funds and 4 stars for the 5-year rating among 952 funds. The 10-year Morningstar Rating is not available.

Mid Cap Index received 3 stars for the 3-year rating among 330 mid-cap blend funds and 4 stars for the 5-year rating among 313 funds. The 10-year Morningstar Rating is not available.

Multi-Manager Emerging Markets Equity received 4 stars for the 3-year rating among 454 diversified emerging markets funds and 4 stars for the 5-year rating among 325 funds. The 10-year Morningstar Rating is not available.

Small Cap Core received 4 stars for the 3-year rating among 596 small blend funds, 3 stars for the 5-year rating among 545 funds and 4 stars for the 10-year rating among 338 funds.

Small Cap Value received 4 stars for the 3-year rating among 332 small value funds, 3 stars for the 5-year rating among 256 funds and 4 stars for the 10-year rating among 172 funds.

Stock Index received 4 stars for the 3-year rating among 1,338 large blend funds, 4 stars for the 5-year rating among 1,192 funds and 3 stars for the 10-year rating among 798 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.

Core Bond received 3 stars for the 3-year rating among 931 intermediate-term bond funds, 3 stars for the 5-year rating among 797 funds and 4 stars for the 10-year rating among 576 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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