Hawaiian Tax Free Trust Fund Quote

HULAX Fund  USD 10.58  0.02  0.19%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Hawaiian Tax-free is trading at 10.58 as of the 26th of November 2024; that is 0.19% up since the beginning of the trading day. The fund's open price was 10.56. 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 27th of October 2024 and ending today, the 26th 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

  0.73ATIPX Aquila Three PeaksPairCorr
  0.74ATPCX Aquila Three PeaksPairCorr
  0.71ATPAX Aquila Three PeaksPairCorr

Moving against Hawaiian Mutual Fund

  0.57ATGAX Aquila Three PeaksPairCorr
  0.57ATGCX Aquila Three PeaksPairCorr
  0.57ATGYX Aquila Three PeaksPairCorr
  0.57ATRIX Aquila Three PeaksPairCorr

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 26th 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.
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital