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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.

A tax-advantaged strategy for the Aloha State.

Summary

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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.

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