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Hawaiian Tax-Free Trust Y HULYX

Analyst rating as of
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Morningstar’s Analysis

Will HULYX outperform in future?

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

This straightforward strategy has been plagued by turnover.

Summary

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This strategy is run by a small but experienced team that has had a bout of turnover and uses a constrained process to buy Hawaiian municipal paper. This adds up to a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most expensive share class is rated Negative.

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