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Hawaiian Tax-Free Trust A HULAX

Analyst rating as of
NAV / 1-Day Return
10.54  /  0.09 %
Total Assets
550.3 Mil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
High
Longest Manager Tenure
0.85 years
Category
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.53%
Effective Duration
4.01 years

Morningstar’s Analysis

Will HULAX outperform in future?

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

This straightforward strategy has been plagued by turnover.

Senior Analyst

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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