Morningstar Ratings

As of  12/31/23

Fund Name - Ticker Morningstar Category Overall 3YR 5YR 10YR
Domestic Equity
Cornerstone Growth Fund - HFCGX Small Blend
593 Funds Rated
593 Funds Rated
557 Funds Rated
391 Funds Rated
Focus Fund - HFCSX Mid-Cap Blend
385 Funds Rated
385 Funds Rated
363 Funds Rated
241 Funds Rated
Cornerstone Mid Cap 30 Fund - HFMDX Small Value
456 Funds Rated
456 Funds Rated
427 Funds Rated
333 Funds Rated
Cornerstone Large Growth Fund - HFLGX Large Value
1131 Funds Rated
1131 Funds Rated
1075 Funds Rated
821 Funds Rated
Cornerstone Value Fund - HFCVX Large Value
1131 Funds Rated
1131 Funds Rated
1075 Funds Rated
821 Funds Rated
Multi-Asset
Total Return Fund - HDOGX Moderate Allocation
700 Funds Rated
700 Funds Rated
658 Funds Rated
493 Funds Rated
Equity and Income Fund - HEIFX Moderate Allocation
700 Funds Rated
700 Funds Rated
658 Funds Rated
493 Funds Rated
Balanced Fund - HBFBX Moderately Conservative Allocation
442 Funds Rated
442 Funds Rated
408 Funds Rated
294 Funds Rated
Sector & Specialty
Energy Transition Fund - HNRGX Equity Energy
69 Funds Rated
69 Funds Rated
68 Funds Rated
56 Funds Rated
Midstream Fund - HMSFX Energy Limited Partnership
98 Funds Rated
98 Funds Rated
89 Funds Rated
61 Funds Rated
Gas Utility Fund - GASFX Utilities
59 Funds Rated
59 Funds Rated
58 Funds Rated
51 Funds Rated
Japan Fund - HJPNX Japan Stock
33 Funds Rated
33 Funds Rated
31 Funds Rated
22 Funds Rated
Japan Small Cap Fund - HJPSX Japan Stock
33 Funds Rated
33 Funds Rated
31 Funds Rated
22 Funds Rated
Large Cap Financial Fund - HLFNX Financial
96 Funds Rated
96 Funds Rated
95 Funds Rated
79 Funds Rated
Small Cap Financial Fund - HSFNX Financial
96 Funds Rated
96 Funds Rated
95 Funds Rated
79 Funds Rated
Technology Fund - HTECX Technology
231 Funds Rated
231 Funds Rated
204 Funds Rated
159 Funds Rated

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Morningstar Ratings are based on total returns.

Past performance is no guarantee of future results.

Morningstar Proprietary Ratings reflect risk-adjusted performance as of 12/31/23 . 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 12/31/23 . 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
593 Funds Rated
593 Funds Rated
557 Funds Rated
391 Funds Rated
Focus Fund - HFCIX Mid-Cap Blend
385 Funds Rated
385 Funds Rated
363 Funds Rated
241 Funds Rated
Cornerstone Mid Cap 30 Fund - HIMDX Small Value
456 Funds Rated
456 Funds Rated
427 Funds Rated
333 Funds Rated
Cornerstone Large Growth Fund - HILGX Large Value
1131 Funds Rated
1131 Funds Rated
1075 Funds Rated
821 Funds Rated
Cornerstone Value Fund - HICVX Large Value
1131 Funds Rated
1131 Funds Rated
1075 Funds Rated
821 Funds Rated
Multi-Asset
Equity and Income Fund - HEIIX Moderate Allocation
700 Funds Rated
700 Funds Rated
658 Funds Rated
493 Funds Rated
Sector & Specialty
Energy Transition Fund - HNRIX Equity Energy
69 Funds Rated
69 Funds Rated
68 Funds Rated
56 Funds Rated
Midstream Fund - HMSIX Energy Limited Partnership
98 Funds Rated
98 Funds Rated
89 Funds Rated
61 Funds Rated
Gas Utility Fund - HGASX Utilities
59 Funds Rated
59 Funds Rated
58 Funds Rated
51 Funds Rated
Japan Fund - HJPIX Japan Stock
33 Funds Rated
33 Funds Rated
31 Funds Rated
22 Funds Rated
Japan Small Cap Fund - HJSIX Japan Stock
33 Funds Rated
33 Funds Rated
31 Funds Rated
22 Funds Rated
Large Cap Financial Fund - HILFX Financial
96 Funds Rated
96 Funds Rated
95 Funds Rated
79 Funds Rated
Small Cap Financial Fund - HISFX Financial
96 Funds Rated
96 Funds Rated
95 Funds Rated
79 Funds Rated
Technology Fund - HTCIX Technology
231 Funds Rated
231 Funds Rated
204 Funds Rated
159 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 12/31/23 . 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 12/31/23 . 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.