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Hawaiian Tax-Free Trust C HULCX

Analyst rating as of
NAV / 1-Day Return
11.55  /  0.01 %
Total Assets
652.8 Mil
Adj. Expense Ratio
Expense Ratio
Fee Level
Longest Manager Tenure
10.63 years
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
TTM Yield
Effective Duration
3.81 years

Morningstar’s Analysis

Will HULCX outperform in future?

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

Management Departure Doesn't Change Hawaiian Tax-Free Trust’s Morningstar Analyst Rating

Analyst Note

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On June 21, 2021, comanager Stephanie Nomura resigned from Bank of Hawaii, the subadvisor for Aquila Investment Management’s Hawaiian Tax-Free Trust strategy (ticker XVZ). This was unexpected, but the Bank of Hawaii is actively looking to backfill Nomura’s position. In the meantime, Hawaiian Tax-Free Trust is led by seasoned manager Janet Katakura, who is supported by analyst Stephen Dodge. Still, the team needs to hire Nomura’s replacement soon as she was running much of the day-to-day here.

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