HULAX : Hawaiian Tax-Free Trust Class A

HULAX is a Bond Market Municipal Bond with HIGH fees.

HULAX

Hawaiian Tax-Free Trust Class A

FI Score

42 /100

Expense Ratio Rating

4 /10

Expense Rating

2 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

42% FI Score
  • hulax
  • Mutual Fund
  • Bond
  • Municipal Bond

Hawaiian Tax-Free Trust Class A

Expenses: 0.85% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
2.77% HAWAII ST DEPT BUDGET & FIN SPL PURP REV 5%
2.29% HAWAII ST HBR SYS REV 5.75%
2.13% HAWAII ST ARPTS SYS REV 5%
1.98% HAWAII ST 5%
1.80% HAWAII ST DEPT BUDGET & FIN SPL PURP REV 3.1%
1.47% HAWAII ST 5%
1.32% HAWAII ST DEPT BUDGET & FIN SPL PURP REV 3.5%
1.16% HAWAII ST 5%
1.15% HONOLULU HAWAII CITY & CNTY WASTEWTR SYS REV 5%
1.03% HONOLULU HAWAII CITY & CNTY 5%
1.01% MAUI CNTY HAWAII 5%
1.01% HAWAII ST DEPT BUDGET & FIN SPL PURP REV 3.2%
1.00% HAWAII ST HWY REV 5%
0.96% HAWAII ST 5%
0.95% HAWAII ST HBR SYS REV 5.62%
0.95% HAWAII ST HWY REV 5%
0.95% HONOLULU HAWAII CITY & CNTY 5%
0.94% HAWAII ST HWY REV 5%
0.93% HAWAII ST 5%
0.91% HONOLULU HAWAII CITY & CNTY 5%
0.91% HAWAII ST 5%
0.89% HAWAII ST 5%
0.88% UNIVERSITY HAWAII REV 5%
0.87% HONOLULU HAWAII CITY & CNTY WASTEWTR SYS REV 4.5%
0.86% HONOLULU HAWAII CITY & CNTY 5%

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