Morningstar Ratings

As of  12/31/19

Fund Name - Ticker Morningstar Category Overall 3YR 5YR 10YR
Domestic Equity
Cornerstone Growth Fund - HFCGX Small Blend
630 Funds Rated
630 Funds Rated
507 Funds Rated
367 Funds Rated
Focus Fund - HFCSX Mid-Cap Growth
565 Funds Rated
565 Funds Rated
501 Funds Rated
385 Funds Rated
Cornerstone Mid Cap 30 Fund - HFMDX Mid-Cap Blend
361 Funds Rated
361 Funds Rated
292 Funds Rated
220 Funds Rated
Cornerstone Large Growth Fund - HFLGX Large Value
1091 Funds Rated
1091 Funds Rated
945 Funds Rated
690 Funds Rated
Cornerstone Value Fund - HFCVX Large Value
1091 Funds Rated
1091 Funds Rated
945 Funds Rated
690 Funds Rated
Multi-Asset
Total Return Fund - HDOGX Allocation--50% to 70% Equity
643 Funds Rated
643 Funds Rated
570 Funds Rated
420 Funds Rated
Equity and Income Fund - HEIFX Allocation--50% to 70% Equity
643 Funds Rated
643 Funds Rated
570 Funds Rated
420 Funds Rated
Balanced Fund - HBFBX Allocation--50% to 70% Equity
643 Funds Rated
643 Funds Rated
570 Funds Rated
420 Funds Rated
Sector & Specialty
BP Energy Fund - HNRGX Equity Energy
89 Funds Rated
89 Funds Rated
80 Funds Rated
    N/A
    BP Midstream Fund - HMSFX Energy Limited Partnership
    85 Funds Rated
    85 Funds Rated
    74 Funds Rated
      N/A
      Gas Utility Fund - GASFX Utilities
      55 Funds Rated
      55 Funds Rated
      52 Funds Rated
      45 Funds Rated
      Japan Fund - HJPNX Japan Stock
      40 Funds Rated
      40 Funds Rated
      28 Funds Rated
      15 Funds Rated
      Japan Small Cap Fund - HJPSX Japan Stock
      40 Funds Rated
      40 Funds Rated
      28 Funds Rated
      15 Funds Rated
      Large Cap Financial Fund - HLFNX Financial
      92 Funds Rated
      92 Funds Rated
      85 Funds Rated
      69 Funds Rated
      Small Cap Financial Fund - HSFNX Financial
      92 Funds Rated
      92 Funds Rated
      85 Funds Rated
      69 Funds Rated
      Technology Fund - HTECX Technology
      195 Funds Rated
      195 Funds Rated
      179 Funds Rated
      152 Funds Rated

      Please swipe to view table

      Morningstar Ratings are based on total returns.

      Past performance is no guarantee of future results.

      Morningstar Proprietary Ratings reflect risk-adjusted performance as of 12/31/19 . The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

      The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

      Each Morningstar category average represents a universe of funds with similar objectives. The Morningstar Style Box reveals the fund's investment style as of 12/31/19 . The vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend, or growth). ©Morningstar, Inc. All Rights Reserved.

      Fund Name - Ticker Morningstar Category Overall 3YR 5YR 10YR
      Domestic Equity
      Cornerstone Growth Fund - HICGX Small Blend
      630 Funds Rated
      630 Funds Rated
      507 Funds Rated
      367 Funds Rated
      Focus Fund - HFCIX Mid-Cap Growth
      565 Funds Rated
      565 Funds Rated
      501 Funds Rated
      385 Funds Rated
      Cornerstone Mid Cap 30 Fund - HIMDX Mid-Cap Blend
      361 Funds Rated
      361 Funds Rated
      292 Funds Rated
      220 Funds Rated
      Cornerstone Large Growth Fund - HILGX Large Value
      1091 Funds Rated
      1091 Funds Rated
      945 Funds Rated
      690 Funds Rated
      Cornerstone Value Fund - HICVX Large Value
      1091 Funds Rated
      1091 Funds Rated
      945 Funds Rated
      690 Funds Rated
      Multi-Asset
      Equity and Income Fund - HEIIX Allocation--50% to 70% Equity
      643 Funds Rated
      643 Funds Rated
      570 Funds Rated
      420 Funds Rated
      Sector & Specialty
      BP Energy Fund - HNRIX Equity Energy
      89 Funds Rated
      89 Funds Rated
      80 Funds Rated
        N/A
        BP Midstream Fund - HMSIX Energy Limited Partnership
        85 Funds Rated
        85 Funds Rated
        74 Funds Rated
          N/A
          Gas Utility Fund - HGASX Utilities
          55 Funds Rated
          55 Funds Rated
          52 Funds Rated
          45 Funds Rated
          Japan Fund - HJPIX Japan Stock
          40 Funds Rated
          40 Funds Rated
          28 Funds Rated
          15 Funds Rated
          Japan Small Cap Fund - HJSIX Japan Stock
          40 Funds Rated
          40 Funds Rated
          28 Funds Rated
          15 Funds Rated
          Large Cap Financial Fund - HILFX Financial
          92 Funds Rated
          92 Funds Rated
          85 Funds Rated
          69 Funds Rated
          Small Cap Financial Fund - HISFX Financial
          92 Funds Rated
          92 Funds Rated
          85 Funds Rated
          69 Funds Rated
          Technology Fund - HTCIX Technology
          195 Funds Rated
          195 Funds Rated
          179 Funds Rated
          152 Funds Rated

          Please swipe to view table

          Morningstar Ratings are based on total returns.

          Past performance is no guarantee of future results.

          Morningstar Proprietary Ratings reflect risk-adjusted performance as of 12/31/19 . The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

          The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

          Each Morningstar category average represents a universe of funds with similar objectives. The Morningstar Style Box reveals the fund's investment style as of 12/31/19 . The vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend, or growth). ©Morningstar, Inc. All Rights Reserved.