Morningstar Ratings

As of  9/30/23

Fund Name - Ticker Morningstar Category Overall 3YR 5YR 10YR
Domestic Equity
Cornerstone Growth Fund - HFCGX Small Blend
595 Funds Rated
595 Funds Rated
556 Funds Rated
386 Funds Rated
Focus Fund - HFCSX Mid-Cap Blend
384 Funds Rated
384 Funds Rated
357 Funds Rated
239 Funds Rated
Cornerstone Mid Cap 30 Fund - HFMDX Small Value
447 Funds Rated
447 Funds Rated
420 Funds Rated
327 Funds Rated
Cornerstone Large Growth Fund - HFLGX Large Value
1138 Funds Rated
1138 Funds Rated
1084 Funds Rated
821 Funds Rated
Cornerstone Value Fund - HFCVX Large Value
1138 Funds Rated
1138 Funds Rated
1084 Funds Rated
821 Funds Rated
Multi-Asset
Total Return Fund - HDOGX Moderate Allocation
689 Funds Rated
689 Funds Rated
653 Funds Rated
487 Funds Rated
Equity and Income Fund - HEIFX Moderate Allocation
689 Funds Rated
689 Funds Rated
653 Funds Rated
487 Funds Rated
Balanced Fund - HBFBX Moderately Conservative Allocation
440 Funds Rated
440 Funds Rated
408 Funds Rated
296 Funds Rated
Sector & Specialty
Energy Transition Fund - HNRGX Equity Energy
68 Funds Rated
68 Funds Rated
66 Funds Rated
    N/A
    Midstream Fund - HMSFX Energy Limited Partnership
    100 Funds Rated
    100 Funds Rated
    91 Funds Rated
      N/A
      Gas Utility Fund - GASFX Utilities
      59 Funds Rated
      59 Funds Rated
      57 Funds Rated
      50 Funds Rated
      Japan Fund - HJPNX Japan Stock
      33 Funds Rated
      33 Funds Rated
      30 Funds Rated
      22 Funds Rated
      Japan Small Cap Fund - HJPSX Japan Stock
      33 Funds Rated
      33 Funds Rated
      30 Funds Rated
      22 Funds Rated
      Large Cap Financial Fund - HLFNX Financial
      96 Funds Rated
      96 Funds Rated
      90 Funds Rated
      78 Funds Rated
      Small Cap Financial Fund - HSFNX Financial
      96 Funds Rated
      96 Funds Rated
      90 Funds Rated
      78 Funds Rated
      Technology Fund - HTECX Technology
      229 Funds Rated
      229 Funds Rated
      203 Funds Rated
      158 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 9/30/23 . 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 9/30/23 . 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
      595 Funds Rated
      595 Funds Rated
      556 Funds Rated
      386 Funds Rated
      Focus Fund - HFCIX Mid-Cap Blend
      384 Funds Rated
      384 Funds Rated
      357 Funds Rated
      239 Funds Rated
      Cornerstone Mid Cap 30 Fund - HIMDX Small Value
      447 Funds Rated
      447 Funds Rated
      420 Funds Rated
      327 Funds Rated
      Cornerstone Large Growth Fund - HILGX Large Value
      1138 Funds Rated
      1138 Funds Rated
      1084 Funds Rated
      821 Funds Rated
      Cornerstone Value Fund - HICVX Large Value
      1138 Funds Rated
      1138 Funds Rated
      1084 Funds Rated
      821 Funds Rated
      Multi-Asset
      Equity and Income Fund - HEIIX Moderate Allocation
      689 Funds Rated
      689 Funds Rated
      653 Funds Rated
      487 Funds Rated
      Sector & Specialty
      Energy Transition Fund - HNRIX Equity Energy
      68 Funds Rated
      68 Funds Rated
      66 Funds Rated
        N/A
        Midstream Fund - HMSIX Energy Limited Partnership
        100 Funds Rated
        100 Funds Rated
        91 Funds Rated
          N/A
          Gas Utility Fund - HGASX Utilities
          59 Funds Rated
          59 Funds Rated
          57 Funds Rated
          50 Funds Rated
          Japan Fund - HJPIX Japan Stock
          33 Funds Rated
          33 Funds Rated
          30 Funds Rated
          22 Funds Rated
          Japan Small Cap Fund - HJSIX Japan Stock
          33 Funds Rated
          33 Funds Rated
          30 Funds Rated
          22 Funds Rated
          Large Cap Financial Fund - HILFX Financial
          96 Funds Rated
          96 Funds Rated
          90 Funds Rated
          78 Funds Rated
          Small Cap Financial Fund - HISFX Financial
          96 Funds Rated
          96 Funds Rated
          90 Funds Rated
          78 Funds Rated
          Technology Fund - HTCIX Technology
          229 Funds Rated
          229 Funds Rated
          203 Funds Rated
          158 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 9/30/23 . 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 9/30/23 . 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.