Morningstar Ratings

As of  12/31/22

Fund Name - Ticker Morningstar Category Overall 3YR 5YR 10YR
Domestic Equity
Cornerstone Growth Fund - HFCGX Small Blend
584 Funds Rated
584 Funds Rated
543 Funds Rated
364 Funds Rated
Focus Fund - HFCSX Mid-Cap Growth
534 Funds Rated
534 Funds Rated
495 Funds Rated
389 Funds Rated
Cornerstone Mid Cap 30 Fund - HFMDX Small Value
452 Funds Rated
452 Funds Rated
423 Funds Rated
322 Funds Rated
Cornerstone Large Growth Fund - HFLGX Large Value
1148 Funds Rated
1148 Funds Rated
1094 Funds Rated
810 Funds Rated
Cornerstone Value Fund - HFCVX Large Value
1148 Funds Rated
1148 Funds Rated
1094 Funds Rated
810 Funds Rated
Multi-Asset
Total Return Fund - HDOGX Allocation--50% to 70% Equity
703 Funds Rated
703 Funds Rated
654 Funds Rated
492 Funds Rated
Equity and Income Fund - HEIFX Allocation--50% to 70% Equity
703 Funds Rated
703 Funds Rated
654 Funds Rated
492 Funds Rated
Balanced Fund - HBFBX Allocation--30% to 50% Equity
430 Funds Rated
430 Funds Rated
401 Funds Rated
295 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
    99 Funds Rated
    99 Funds Rated
    83 Funds Rated
      N/A
      Gas Utility Fund - GASFX Utilities
      59 Funds Rated
      59 Funds Rated
      55 Funds Rated
      48 Funds Rated
      Japan Fund - HJPNX Japan Stock
      32 Funds Rated
      32 Funds Rated
      28 Funds Rated
      21 Funds Rated
      Japan Small Cap Fund - HJPSX Japan Stock
      32 Funds Rated
      32 Funds Rated
      28 Funds Rated
      21 Funds Rated
      Large Cap Financial Fund - HLFNX Financial
      95 Funds Rated
      95 Funds Rated
      89 Funds Rated
      75 Funds Rated
      Small Cap Financial Fund - HSFNX Financial
      95 Funds Rated
      95 Funds Rated
      89 Funds Rated
      75 Funds Rated
      Technology Fund - HTECX Technology
      217 Funds Rated
      217 Funds Rated
      188 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 12/31/22 . 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 12/31/22 . 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
      584 Funds Rated
      584 Funds Rated
      543 Funds Rated
      364 Funds Rated
      Focus Fund - HFCIX Mid-Cap Growth
      534 Funds Rated
      534 Funds Rated
      495 Funds Rated
      389 Funds Rated
      Cornerstone Mid Cap 30 Fund - HIMDX Small Value
      452 Funds Rated
      452 Funds Rated
      423 Funds Rated
      322 Funds Rated
      Cornerstone Large Growth Fund - HILGX Large Value
      1148 Funds Rated
      1148 Funds Rated
      1094 Funds Rated
      810 Funds Rated
      Cornerstone Value Fund - HICVX Large Value
      1148 Funds Rated
      1148 Funds Rated
      1094 Funds Rated
      810 Funds Rated
      Multi-Asset
      Equity and Income Fund - HEIIX Allocation--50% to 70% Equity
      703 Funds Rated
      703 Funds Rated
      654 Funds Rated
      492 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
        99 Funds Rated
        99 Funds Rated
        83 Funds Rated
          N/A
          Gas Utility Fund - HGASX Utilities
          59 Funds Rated
          59 Funds Rated
          55 Funds Rated
          48 Funds Rated
          Japan Fund - HJPIX Japan Stock
          32 Funds Rated
          32 Funds Rated
          28 Funds Rated
          21 Funds Rated
          Japan Small Cap Fund - HJSIX Japan Stock
          32 Funds Rated
          32 Funds Rated
          28 Funds Rated
          21 Funds Rated
          Large Cap Financial Fund - HILFX Financial
          95 Funds Rated
          95 Funds Rated
          89 Funds Rated
          75 Funds Rated
          Small Cap Financial Fund - HISFX Financial
          95 Funds Rated
          95 Funds Rated
          89 Funds Rated
          75 Funds Rated
          Technology Fund - HTCIX Technology
          217 Funds Rated
          217 Funds Rated
          188 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 12/31/22 . 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 12/31/22 . 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.