Morningstar Ratings

As of  12/31/20

Fund Name - Ticker Morningstar Category Overall 3YR 5YR 10YR
Domestic Equity
Cornerstone Growth Fund - HFCGX Small Blend
629 Funds Rated
629 Funds Rated
517 Funds Rated
367 Funds Rated
Focus Fund - HFCSX Mid-Cap Growth
564 Funds Rated
564 Funds Rated
504 Funds Rated
383 Funds Rated
Cornerstone Mid Cap 30 Fund - HFMDX Mid-Cap Blend
374 Funds Rated
374 Funds Rated
309 Funds Rated
215 Funds Rated
Cornerstone Large Growth Fund - HFLGX Large Value
1128 Funds Rated
1128 Funds Rated
998 Funds Rated
716 Funds Rated
Cornerstone Value Fund - HFCVX Large Value
1128 Funds Rated
1128 Funds Rated
998 Funds Rated
716 Funds Rated
Multi-Asset
Total Return Fund - HDOGX Allocation--50% to 70% Equity
636 Funds Rated
636 Funds Rated
575 Funds Rated
414 Funds Rated
Equity and Income Fund - HEIFX Allocation--50% to 70% Equity
636 Funds Rated
636 Funds Rated
575 Funds Rated
414 Funds Rated
Balanced Fund - HBFBX Allocation--50% to 70% Equity
636 Funds Rated
636 Funds Rated
575 Funds Rated
414 Funds Rated
Sector & Specialty
BP Energy Fund - HNRGX Equity Energy
75 Funds Rated
75 Funds Rated
68 Funds Rated
    N/A
    BP Midstream Fund - HMSFX Energy Limited Partnership
    87 Funds Rated
    87 Funds Rated
    74 Funds Rated
      N/A
      Gas Utility Fund - GASFX Utilities
      56 Funds Rated
      56 Funds Rated
      53 Funds Rated
      47 Funds Rated
      Japan Fund - HJPNX Japan Stock
      35 Funds Rated
      35 Funds Rated
      29 Funds Rated
      19 Funds Rated
      Japan Small Cap Fund - HJPSX Japan Stock
      35 Funds Rated
      35 Funds Rated
      29 Funds Rated
      19 Funds Rated
      Large Cap Financial Fund - HLFNX Financial
      92 Funds Rated
      92 Funds Rated
      83 Funds Rated
      71 Funds Rated
      Small Cap Financial Fund - HSFNX Financial
      92 Funds Rated
      92 Funds Rated
      83 Funds Rated
      71 Funds Rated
      Technology Fund - HTECX Technology
      198 Funds Rated
      198 Funds Rated
      177 Funds Rated
      156 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 12/31/20 . 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 12/31/20 . 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
      629 Funds Rated
      629 Funds Rated
      517 Funds Rated
      367 Funds Rated
      Focus Fund - HFCIX Mid-Cap Growth
      564 Funds Rated
      564 Funds Rated
      504 Funds Rated
      383 Funds Rated
      Cornerstone Mid Cap 30 Fund - HIMDX Mid-Cap Blend
      374 Funds Rated
      374 Funds Rated
      309 Funds Rated
      215 Funds Rated
      Cornerstone Large Growth Fund - HILGX Large Value
      1128 Funds Rated
      1128 Funds Rated
      998 Funds Rated
      716 Funds Rated
      Cornerstone Value Fund - HICVX Large Value
      1128 Funds Rated
      1128 Funds Rated
      998 Funds Rated
      716 Funds Rated
      Multi-Asset
      Equity and Income Fund - HEIIX Allocation--50% to 70% Equity
      636 Funds Rated
      636 Funds Rated
      575 Funds Rated
      414 Funds Rated
      Sector & Specialty
      BP Energy Fund - HNRIX Equity Energy
      75 Funds Rated
      75 Funds Rated
      68 Funds Rated
        N/A
        BP Midstream Fund - HMSIX Energy Limited Partnership
        87 Funds Rated
        87 Funds Rated
        74 Funds Rated
          N/A
          Gas Utility Fund - HGASX Utilities
          56 Funds Rated
          56 Funds Rated
          53 Funds Rated
          47 Funds Rated
          Japan Fund - HJPIX Japan Stock
          35 Funds Rated
          35 Funds Rated
          29 Funds Rated
          19 Funds Rated
          Japan Small Cap Fund - HJSIX Japan Stock
          35 Funds Rated
          35 Funds Rated
          29 Funds Rated
          19 Funds Rated
          Large Cap Financial Fund - HILFX Financial
          92 Funds Rated
          92 Funds Rated
          83 Funds Rated
          71 Funds Rated
          Small Cap Financial Fund - HISFX Financial
          92 Funds Rated
          92 Funds Rated
          83 Funds Rated
          71 Funds Rated
          Technology Fund - HTCIX Technology
          198 Funds Rated
          198 Funds Rated
          177 Funds Rated
          156 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 12/31/20 . 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 12/31/20 . 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.