Morningstar Ratings

As of  6/30/21

Fund Name - Ticker Morningstar Category Overall 3YR 5YR 10YR
Domestic Equity
Cornerstone Growth Fund - HFCGX Small Blend
603 Funds Rated
603 Funds Rated
512 Funds Rated
356 Funds Rated
Focus Fund - HFCSX Mid-Cap Growth
546 Funds Rated
546 Funds Rated
489 Funds Rated
379 Funds Rated
Cornerstone Mid Cap 30 Fund - HFMDX Mid-Cap Blend
357 Funds Rated
357 Funds Rated
290 Funds Rated
202 Funds Rated
Cornerstone Large Growth Fund - HFLGX Large Value
1141 Funds Rated
1141 Funds Rated
1012 Funds Rated
740 Funds Rated
Cornerstone Value Fund - HFCVX Large Value
1141 Funds Rated
1141 Funds Rated
1012 Funds Rated
740 Funds Rated
Multi-Asset
Total Return Fund - HDOGX Allocation--50% to 70% Equity
659 Funds Rated
659 Funds Rated
601 Funds Rated
428 Funds Rated
Equity and Income Fund - HEIFX Allocation--50% to 70% Equity
659 Funds Rated
659 Funds Rated
601 Funds Rated
428 Funds Rated
Balanced Fund - HBFBX Allocation--50% to 70% Equity
659 Funds Rated
659 Funds Rated
601 Funds Rated
428 Funds Rated
Sector & Specialty
BP Energy Transition Fund - HNRGX Equity Energy
75 Funds Rated
75 Funds Rated
71 Funds Rated
    N/A
    BP Midstream Fund - HMSFX Energy Limited Partnership
    90 Funds Rated
    90 Funds Rated
    75 Funds Rated
      N/A
      Gas Utility Fund - GASFX Utilities
      57 Funds Rated
      57 Funds Rated
      54 Funds Rated
      47 Funds Rated
      Japan Fund - HJPNX Japan Stock
      35 Funds Rated
      35 Funds Rated
      29 Funds Rated
      21 Funds Rated
      Japan Small Cap Fund - HJPSX Japan Stock
      35 Funds Rated
      35 Funds Rated
      29 Funds Rated
      21 Funds Rated
      Large Cap Financial Fund - HLFNX Financial
      94 Funds Rated
      94 Funds Rated
      84 Funds Rated
      71 Funds Rated
      Small Cap Financial Fund - HSFNX Financial
      94 Funds Rated
      94 Funds Rated
      84 Funds Rated
      71 Funds Rated
      Technology Fund - HTECX Technology
      215 Funds Rated
      215 Funds Rated
      182 Funds Rated
      157 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 6/30/21 . 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 6/30/21 . 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
      603 Funds Rated
      603 Funds Rated
      512 Funds Rated
      356 Funds Rated
      Focus Fund - HFCIX Mid-Cap Growth
      546 Funds Rated
      546 Funds Rated
      489 Funds Rated
      379 Funds Rated
      Cornerstone Mid Cap 30 Fund - HIMDX Mid-Cap Blend
      357 Funds Rated
      357 Funds Rated
      290 Funds Rated
      202 Funds Rated
      Cornerstone Large Growth Fund - HILGX Large Value
      1141 Funds Rated
      1141 Funds Rated
      1012 Funds Rated
      740 Funds Rated
      Cornerstone Value Fund - HICVX Large Value
      1141 Funds Rated
      1141 Funds Rated
      1012 Funds Rated
      740 Funds Rated
      Multi-Asset
      Equity and Income Fund - HEIIX Allocation--50% to 70% Equity
      659 Funds Rated
      659 Funds Rated
      601 Funds Rated
      428 Funds Rated
      Sector & Specialty
      BP Energy Transition Fund - HNRIX Equity Energy
      75 Funds Rated
      75 Funds Rated
      71 Funds Rated
        N/A
        BP Midstream Fund - HMSIX Energy Limited Partnership
        90 Funds Rated
        90 Funds Rated
        75 Funds Rated
          N/A
          Gas Utility Fund - HGASX Utilities
          57 Funds Rated
          57 Funds Rated
          54 Funds Rated
          47 Funds Rated
          Japan Fund - HJPIX Japan Stock
          35 Funds Rated
          35 Funds Rated
          29 Funds Rated
          21 Funds Rated
          Japan Small Cap Fund - HJSIX Japan Stock
          35 Funds Rated
          35 Funds Rated
          29 Funds Rated
          21 Funds Rated
          Large Cap Financial Fund - HILFX Financial
          94 Funds Rated
          94 Funds Rated
          84 Funds Rated
          71 Funds Rated
          Small Cap Financial Fund - HISFX Financial
          94 Funds Rated
          94 Funds Rated
          84 Funds Rated
          71 Funds Rated
          Technology Fund - HTCIX Technology
          215 Funds Rated
          215 Funds Rated
          182 Funds Rated
          157 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 6/30/21 . 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 6/30/21 . 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.