Hawaiian Tax Free Trust Fund Quote

HULAX Fund  USD 10.60  0.01  0.09%   

Performance

1 of 100

 
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Odds Of Distress

Less than 22

 
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Hawaiian Tax-free is trading at 10.60 as of the 29th of November 2024; that is 0.09% up since the beginning of the trading day. The fund's open price was 10.59. Hawaiian Tax-free has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Hawaiian Tax Free Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of May 2023 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds 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. More on Hawaiian Tax Free Trust

Moving together with HAWAIIAN Mutual Fund

  0.67ATIPX Aquila Three PeaksPairCorr
  0.65ATPCX Aquila Three PeaksPairCorr
  0.75ATPAX Aquila Three PeaksPairCorr

Moving against HAWAIIAN Mutual Fund

  0.54ATGCX Aquila Three PeaksPairCorr
  0.54ATRIX Aquila Three PeaksPairCorr
  0.53ATGAX Aquila Three PeaksPairCorr
  0.53ATGYX Aquila Three PeaksPairCorr
  0.51KSOCX Kinetics Small Cap Steady GrowthPairCorr
  0.51KSCYX Kinetics Small Cap Steady GrowthPairCorr

HAWAIIAN Mutual Fund Highlights

Fund ConcentrationAquila Funds, Large Funds, Muni Single State Interm Funds, Muni Single State Interm, Aquila (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date26th of July 2022
Fiscal Year EndMarch
Hawaiian Tax Free Trust [HULAX] is traded in USA and was established 29th of November 2024. Hawaiian Tax-free is listed under Aquila category by Fama And French industry classification. The fund is listed under Muni Single State Interm category and is part of Aquila family. This fund currently has accumulated 509.71 M in assets under management (AUM) with no minimum investment requirementsHawaiian Tax Free is currently producing year-to-date (YTD) return of 1.38% with the current yeild of 0.01%, while the total return for the last 3 years was -0.74%.
Check Hawaiian Tax-free Probability Of Bankruptcy

Instrument Allocation

Hawaiian Tax Free Risk Profiles

Hawaiian Tax-free Against Markets

Other Information on Investing in HAWAIIAN Mutual Fund

Hawaiian Tax-free financial ratios help investors to determine whether HAWAIIAN Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in HAWAIIAN with respect to the benefits of owning Hawaiian Tax-free security.
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