Morningstar Ratings

As of  3/31/20

Fund Name - Ticker Morningstar Category Overall 3YR 5YR 10YR
Domestic Equity
Cornerstone Growth Fund - HFCGX Small Blend
628 Funds Rated
628 Funds Rated
501 Funds Rated
362 Funds Rated
Focus Fund - HFCSX Mid-Cap Growth
567 Funds Rated
567 Funds Rated
498 Funds Rated
386 Funds Rated
Cornerstone Mid Cap 30 Fund - HFMDX Mid-Cap Blend
363 Funds Rated
363 Funds Rated
288 Funds Rated
216 Funds Rated
Cornerstone Large Growth Fund - HFLGX Large Value
1107 Funds Rated
1107 Funds Rated
957 Funds Rated
703 Funds Rated
Cornerstone Value Fund - HFCVX Large Value
1107 Funds Rated
1107 Funds Rated
957 Funds Rated
703 Funds Rated
Multi-Asset
Total Return Fund - HDOGX Allocation--50% to 70% Equity
640 Funds Rated
640 Funds Rated
561 Funds Rated
413 Funds Rated
Equity and Income Fund - HEIFX Allocation--50% to 70% Equity
640 Funds Rated
640 Funds Rated
561 Funds Rated
413 Funds Rated
Balanced Fund - HBFBX Allocation--50% to 70% Equity
640 Funds Rated
640 Funds Rated
561 Funds Rated
413 Funds Rated
Sector & Specialty
BP Energy Fund - HNRGX Equity Energy
84 Funds Rated
84 Funds Rated
77 Funds Rated
    N/A
    BP Midstream Fund - HMSFX Energy Limited Partnership
    83 Funds Rated
    83 Funds Rated
    75 Funds Rated
      N/A
      Gas Utility Fund - GASFX Utilities
      56 Funds Rated
      56 Funds Rated
      52 Funds Rated
      45 Funds Rated
      Japan Fund - HJPNX Japan Stock
      36 Funds Rated
      36 Funds Rated
      28 Funds Rated
      15 Funds Rated
      Japan Small Cap Fund - HJPSX Japan Stock
      36 Funds Rated
      36 Funds Rated
      28 Funds Rated
      15 Funds Rated
      Large Cap Financial Fund - HLFNX Financial
      93 Funds Rated
      93 Funds Rated
      84 Funds Rated
      70 Funds Rated
      Small Cap Financial Fund - HSFNX Financial
      93 Funds Rated
      93 Funds Rated
      84 Funds Rated
      70 Funds Rated
      Technology Fund - HTECX Technology
      201 Funds Rated
      201 Funds Rated
      179 Funds Rated
      153 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 3/31/20 . 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 3/31/20 . 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
      628 Funds Rated
      628 Funds Rated
      501 Funds Rated
      362 Funds Rated
      Focus Fund - HFCIX Mid-Cap Growth
      567 Funds Rated
      567 Funds Rated
      498 Funds Rated
      386 Funds Rated
      Cornerstone Mid Cap 30 Fund - HIMDX Mid-Cap Blend
      363 Funds Rated
      363 Funds Rated
      288 Funds Rated
      216 Funds Rated
      Cornerstone Large Growth Fund - HILGX Large Value
      1107 Funds Rated
      1107 Funds Rated
      957 Funds Rated
      703 Funds Rated
      Cornerstone Value Fund - HICVX Large Value
      1107 Funds Rated
      1107 Funds Rated
      957 Funds Rated
      703 Funds Rated
      Multi-Asset
      Equity and Income Fund - HEIIX Allocation--50% to 70% Equity
      640 Funds Rated
      640 Funds Rated
      561 Funds Rated
      413 Funds Rated
      Sector & Specialty
      BP Energy Fund - HNRIX Equity Energy
      84 Funds Rated
      84 Funds Rated
      77 Funds Rated
        N/A
        BP Midstream Fund - HMSIX Energy Limited Partnership
        83 Funds Rated
        83 Funds Rated
        75 Funds Rated
          N/A
          Gas Utility Fund - HGASX Utilities
          56 Funds Rated
          56 Funds Rated
          52 Funds Rated
          45 Funds Rated
          Japan Fund - HJPIX Japan Stock
          36 Funds Rated
          36 Funds Rated
          28 Funds Rated
          15 Funds Rated
          Japan Small Cap Fund - HJSIX Japan Stock
          36 Funds Rated
          36 Funds Rated
          28 Funds Rated
          15 Funds Rated
          Large Cap Financial Fund - HILFX Financial
          93 Funds Rated
          93 Funds Rated
          84 Funds Rated
          70 Funds Rated
          Small Cap Financial Fund - HISFX Financial
          93 Funds Rated
          93 Funds Rated
          84 Funds Rated
          70 Funds Rated
          Technology Fund - HTCIX Technology
          201 Funds Rated
          201 Funds Rated
          179 Funds Rated
          153 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 3/31/20 . 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 3/31/20 . 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.