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Hawaiian Tax-Free Trust Y HULYX

Medalist Rating as of
  • NAV / 1-Day Return 10.44  /  +0.11 %
  • Total Assets 465.4 Mil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Min. Initial Investment
  • Status Open
  • TTM Yield 2.17%
  • Effective Duration 5.57 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HULYX

Will HULYX outperform in future?

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

High-quality Hawaii tax-exempt offering.

Associate Analyst Ken Noguchi

Ken Noguchi

Associate Analyst

Summary

Hawaiian Tax-Free Trust’s experienced manager brings stability to a lean team and executes a straightforward approach to this high-quality single-state municipal offering.

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Portfolio Holdings HULYX