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Hawaiian Tax-Free Y (HULYX)

On Nov 23: 11.40 USD   0.00 (0.00%)  
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HAWAIIAN TAX-FREE TRUST, CLASS Delayed quote dataEdit
Net Asset Value: 11.40
Trade Time: Nov 23
Change: 0.00 (0.00%)
Prev Close: 11.40
YTD Return*: 3.23%
Net Assets*: 26.69M
Yield*: 4.34%
* As of 31-Dec-07
Hawaiian Tax-Free Y (HULYX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 26.69M
Category: Muni Single State Interm
Total Expense Ratio: 0.55%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 3.23%
5y Avg Return: 3.45%
Rank in Category (ytd): 272
% Rank in Category (ytd): 86.9%
Beta (3y): 0.82
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks income exempt from Hawaiian and federal income taxes, consistent with the preservation of capital. The fund invests at least 80% of assets in investment-grade municipal debt. The fund may engage in futures and options transactions. The trust's average portfolio maturity has traditionally been longer than 10 years. This fund is nondiversified.
Fund Profile


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