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Hawaiian Tax-Free C (HULCX)

11.42 0.00(0.00%) Apr 23
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Prev Close:11.42
YTD Return*:1.64%
Net Assets*:789.73M
Yield*:1.87%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HULCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Hawaii St Hbr Sys Rev Rev Bds 5.75%2.14N/A
Hawaii St Dept Budget & Fin Sp Rev Bds2.07N/A
Hawaii St Arpts Sys Rev Ref Rev B 5%2.02N/A
Honolulu Hawaii City & Cnty G O Bds 5%1.53N/A
Hawaii St Go Bds 5%1.36N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:789.73M
Category:Muni Single State Interm
Annual Report Expense Ratio (net):1.58%

Performance & Risk

YTD Return:1.64%
5y Avg Return:2.42%
Rank in Category (ytd):87
% Rank in Category (ytd):37.99%
Beta (3y):0.78
Morningstar Risk Rating:1

Fund Summary

The investment seeks 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 Trust'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. These obligations can be of any maturity, but the Trust's average portfolio maturity has traditionally been between 8 and 12 years. The fund is non-diversified. View More
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