The small, but experienced team behind Hawaiian Tax-Free Trust plies a constrained process that is comparatively expensive versus peers. This sums to a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most expensive share class earns a Negative.
Will HULYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HULYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HULYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HULYX’s parent organization’s priorities and whether they’re in line with investors’ interests.