Morningstar

Hawaiian Tax-Free Trust Class Y HULYX

Medalist Rating as of Apr 27, 2026 See Bank of Hawaii Investment Hub

Will HULYX outperform in the future?

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

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

Tax necessity, not alpha ambition.

Principal Maciej Kowara

Maciej Kowara

Principal

Summary

Hawaiian Tax-Free Trust’s focused exposure to Hawaii’s municipal market through a high-quality, intermediate-term approach has merit within its small world.

by Maciej Kowara

Rated on Apr 27, 2026 Published on Apr 27, 2026

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