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Hawaiian Tax-Free Trust Y HULYX

Analyst rating as of
NAV / 1-Day Return
11.51  /  0.26 %
Total Assets
646.2 Mil
Adj. Expense Ratio
0.690%
Expense Ratio
0.690%
Fee Level
High
Longest Manager Tenure
10.19 years
Category
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
0
Status
Open
TTM Yield
1.86%
Effective Duration
4.13 years
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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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