Morningstar Ratings

What is a Morningstar Rating?

 

The Morningstar Rating is a measure of risk-adjusted return, relative to similar strategies. Strategies are rated from 1 to 5 stars, with the highest rated performers receiving 5 stars and the lowest rated receiving a single star. This concept is the basis for how Morningstar adjusts for risk.



    
    
Morningstar 4-Star Rating

Hallmark’s Core Equity Strategy

March 31, 2021 overall rating out of 467 separate account contributors to
Morningstar's Large Value Category.

Morningstar 4-Star Rating

Hallmark’s Balanced Portfolio Strategy

March 31, 2021 overall rating out of 467 separate account
contributors to Morningstar's Large Value Category.

Morningstar 4-Star RatingHallmark’s Dividend Driven Equity Strategy

March 31, 2021 overall rating out of 511 separate account contributors to
Morningstar’s 50% to 70% Equity Allocation Category.

 

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