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Hawaiian Tax-Free Trust A HULAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of

Morningstar’s Analysis HULAX

Will HULAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HULAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HULAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HULAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

High-quality Hawaii tax-exempt offering.

Associate Analyst Ken Noguchi

Ken Noguchi

Associate Analyst

Summary

Hawaiian Tax-Free Trust’s experienced manager brings stability to a lean team and executes a straightforward approach to this high-quality single-state municipal offering.

by Ken Noguchi
Rated on Published on

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