Morningstar Ratings

As of  3/31/19

Fund Name - Ticker Morningstar Category Overall 3YR 5YR 10YR
Domestic Equity
Cornerstone Growth Fund - HFCGX Small Blend
634 Funds Rated
634 Funds Rated
519 Funds Rated
382 Funds Rated
Focus Fund - HFCSX Mid-Cap Growth
555 Funds Rated
555 Funds Rated
495 Funds Rated
352 Funds Rated
Cornerstone Mid Cap 30 Fund - HFMDX Mid-Cap Blend
377 Funds Rated
377 Funds Rated
330 Funds Rated
234 Funds Rated
Cornerstone Large Growth Fund - HFLGX Large Value
1096 Funds Rated
1096 Funds Rated
939 Funds Rated
691 Funds Rated
Cornerstone Value Fund - HFCVX Large Value
1096 Funds Rated
1096 Funds Rated
939 Funds Rated
691 Funds Rated
Multi-Asset
Total Return Fund - HDOGX Allocation--50% to 70% Equity
690 Funds Rated
690 Funds Rated
601 Funds Rated
439 Funds Rated
Equity and Income Fund - HEIFX Allocation--50% to 70% Equity
690 Funds Rated
690 Funds Rated
601 Funds Rated
439 Funds Rated
Balanced Fund - HBFBX Allocation--50% to 70% Equity
690 Funds Rated
690 Funds Rated
601 Funds Rated
439 Funds Rated
Sector & Specialty
BP Energy Fund - HNRGX Equity Energy
91 Funds Rated
91 Funds Rated
79 Funds Rated
    N/A
    BP Midstream Fund - HMSFX Energy Limited Partnership
    99 Funds Rated
    99 Funds Rated
    69 Funds Rated
      N/A
      Gas Utility Fund - GASFX Utilities
      61 Funds Rated
      61 Funds Rated
      58 Funds Rated
      51 Funds Rated
      Japan Fund - HJPNX Japan Stock
      42 Funds Rated
      42 Funds Rated
      27 Funds Rated
      14 Funds Rated
      Japan Small Cap Fund - HJPSX Japan Stock
      42 Funds Rated
      42 Funds Rated
      27 Funds Rated
      14 Funds Rated
      Large Cap Financial Fund - HLFNX Financial
      97 Funds Rated
      97 Funds Rated
      92 Funds Rated
      77 Funds Rated
      Small Cap Financial Fund - HSFNX Financial
      97 Funds Rated
      97 Funds Rated
      92 Funds Rated
      77 Funds Rated
      Technology Fund - HTECX Technology
      186 Funds Rated
      186 Funds Rated
      174 Funds Rated
      146 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 3/31/19 . 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 3/31/19 . 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
      634 Funds Rated
      634 Funds Rated
      519 Funds Rated
      382 Funds Rated
      Focus Fund - HFCIX Mid-Cap Growth
      555 Funds Rated
      555 Funds Rated
      495 Funds Rated
      352 Funds Rated
      Cornerstone Mid Cap 30 Fund - HIMDX Mid-Cap Blend
      377 Funds Rated
      377 Funds Rated
      330 Funds Rated
      234 Funds Rated
      Cornerstone Large Growth Fund - HILGX Large Value
      1096 Funds Rated
      1096 Funds Rated
      939 Funds Rated
      691 Funds Rated
      Cornerstone Value Fund - HICVX Large Value
      1096 Funds Rated
      1096 Funds Rated
      939 Funds Rated
      691 Funds Rated
      Multi-Asset
      Equity and Income Fund - HEIIX Allocation--50% to 70% Equity
      690 Funds Rated
      690 Funds Rated
      601 Funds Rated
      439 Funds Rated
      Sector & Specialty
      BP Energy Fund - HNRIX Equity Energy
      91 Funds Rated
      91 Funds Rated
      79 Funds Rated
        N/A
        BP Midstream Fund - HMSIX Energy Limited Partnership
        99 Funds Rated
        99 Funds Rated
        69 Funds Rated
          N/A
          Gas Utility Fund - HGASX Utilities
          61 Funds Rated
          61 Funds Rated
          58 Funds Rated
          51 Funds Rated
          Japan Fund - HJPIX Japan Stock
          42 Funds Rated
          42 Funds Rated
          27 Funds Rated
          14 Funds Rated
          Japan Small Cap Fund - HJSIX Japan Stock
          42 Funds Rated
          42 Funds Rated
          27 Funds Rated
          14 Funds Rated
          Large Cap Financial Fund - HILFX Financial
          97 Funds Rated
          97 Funds Rated
          92 Funds Rated
          77 Funds Rated
          Small Cap Financial Fund - HISFX Financial
          97 Funds Rated
          97 Funds Rated
          92 Funds Rated
          77 Funds Rated
          Technology Fund - HTCIX Technology
          186 Funds Rated
          186 Funds Rated
          174 Funds Rated
          146 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 3/31/19 . 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 3/31/19 . 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.