HULYX – Hawaiian Tax-Free Trust Y Investment Strategy | Morningstar

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Strategy

The investment seeks to provide the investors as high a level of current income exempt from Hawaiian state and regular Federal income taxes as is consistent with preservation of capital. Under normal circumstances, at least 80% of the fund's assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Hawaii State and regular Federal income taxes. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HULFX	Hawaiian Tax-Free Trust Class F	No Load	Open			Nov 30, 2018	$1.56M	0.680%	High	$0	$665,334.90
HULYX	Hawaiian Tax-Free Trust Class Y	Institutional	Open			Apr 1, 1996	$29.10M	0.710%	High	$0	−$2.60M
HULAX	Hawaiian Tax-Free Trust Class A	Front Load	Open			Feb 20, 1985	$305.94M	0.910%	High	$1,000	−$31.72M
HULCX	Hawaiian Tax-Free Trust Class C	Level Load	Open			Apr 1, 1996	$1.36M	1.710%	High	$1,000	−$1.54M

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