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Hawaiian Tax-Free Trust A HULAX

Analyst rating as of
NAV / 1-Day Return
10.52  /  0.11 %
Total Assets
534.9 Mil
Adj. Expense Ratio
0.830%
Expense Ratio
0.830%
Fee Level
High
Longest Manager Tenure
1.28 years
Category
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
High / Moderate
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.55%
Effective Duration
4.87 years

Morningstar’s Fund Analysis HULAX

Will HULAX outperform in future?

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

Straightforward muni exposure to the Aloha State.

Senior Analyst

Summary

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Hawaiian Tax-Free Trust’s small, new, but experienced team uses a constrained process to buy high-quality Hawaiian municipal paper. It earns a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most expensive share class is rated Negative.

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