Hawaiian Tax-Free TrustHULCX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$365.8M
Expense ratio
1.77%
1-year return
+3.1%
3 years, a year
+1.1%
5 years, a year
-0.5%
Holdings
94
What it aims to do.
The Trusts objective is to provide you as high a level of current income exempt from Hawaiian state and regular Federal income taxes as is consistent with preservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Hawaii (Hi), State Of | 6.36% |
| Honolulu Hawaii City & Cnty | 5.05% |
| Board Of Water Supply (Hi) | 4.98% |
| Honolulu Hawaii City & Cnty | 4.61% |
| Board Of Water Supply (Hi) | 4.02% |
| Hawaii State Department Of Budget & Finance (Hi) | 3.50% |
| Hawaii St Housing Finance & Development Corp | 3.30% |
| Hawaii St Dept Budget & Fin | 2.91% |
| Honolulu Hawaii City & Cnty | 2.85% |
| Hawaii (Hi), State Of | 2.46% |
More on HULCX.
- HULCX overview
- HULCX holdings
- HULCX risk
- HULCX costs
- HULCX money in and out
- HULCX share classes
- Compare HULCX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.