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Fund Intelligence | Best Managers | HULAX Insights | HULAX Score | HULAX Performance | HULAX Manager | HULAX News | HULAX Allocation | HULAX Holdings Change

Mutual Fund Insights: Hawaiian Tax-Free A Fund (HULAX)

In-depth Analysis of Hawaiian Tax-Free A Fund (HULAX)

Mutual fund chart: Hawaiian Tax-Free A Fund (HULAX)

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See Hawaiian Tax-Free A Fund (HULAX) performance details as of February 28, 2010

  

    Last Trade: $11.43 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Stephen K. Rodgers

Fund Manager Tenure: 3.7 years   [Similar Funds: HULCX  HULYX ]
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

  

What we like about Hawaiian Tax-Free A Fund (HULAX) What we like about Hawaiian Tax-Free A Fund (HULAX)

Data for Hawaiian Tax-Free A Fund (HULAX) as of February 28, 2010

  • Hawaiian Tax-Free A Fund (HULAX) management has been with Hawaiian Tax-Free A Fund for 3.7 years
  • Hawaiian Tax-Free A Fund (HULAX) has good mid-term performance (3-year return 3.86% vs 3.70 % Muni Single State Interm category average)
  • Hawaiian Tax-Free A Fund (HULAX) has good Long-term performance (5-year return 3.53% vs 3.50 % Muni Single State Interm category average)
  • Hawaiian Tax-Free A Fund (HULAX) ratio of up-years vs down years is greater than 2
  • Hawaiian Tax-Free A Fund (HULAX) has an annual stock turnover rate of 10.00% vs Muni Single State Interm average of 22.23%. It is good that Hawaiian Tax-Free A management does not trade extensively for its return.
  • Hawaiian Tax-Free A Fund (HULAX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.91, lower than category average of 5.56
  • Hawaiian Tax-Free A Fund (HULAX) has a lower management fee than its Muni Single State Interm average: 0.74% vs 0.93%

  

What we are cautious about Hawaiian Tax-Free A Fund (HULAX) What we are cautious about Hawaiian Tax-Free A Fund (HULAX)

Data for Hawaiian Tax-Free A Fund (HULAX) as of February 28, 2010

  • Hawaiian Tax-Free A Fund (HULAX) has a less-than-ideal short-term performance (1-year return 5.16% vs 8.37 % Muni Single State Interm category average)
  • Hawaiian Tax-Free A Fund (HULAX) has a Morningstar rating of 3 and below
  • Hawaiian Tax-Free A Fund (HULAX) is less safe compared to its Muni Single State Interm peers
  • Hawaiian Tax-Free A Fund (HULAX) carries a 4% load
See Hawaiian Tax-Free A Fund (HULAX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Muni Single State Interm category?

Below are some additional Muni Single State Interm mutual funds generated out of our database

  

Hawaiian Tax-Free A Fund (HULAX) Net Asset

Track net asset change of Hawaiian Tax-Free A fund (HULAX)

DateNet Asset
02/2010$790.35M
01/2010$698.91M
11/2009$691.01M
More historic net asset information on Hawaiian Tax-Free A Fund (HULAX)

  

Hawaiian Tax-Free A Fund (HULAX) Portfolio Allocation

Track portfolio allocation change of Hawaiian Tax-Free A fund (HULAX)

DateCashStockBondOther
10/200912.4%0%87.6%0%
07/200912.73%0%87.27%0%
04/20097.01%0%92.99%0%
Click here to see more historic asset allocation information on Hawaiian Tax-Free A Fund (HULAX)

  

Most Recent Top 10 Holdings in Hawaiian Tax-Free A Fund (HULAX)

Discover what Hawaiian Tax-Free A Fund (HULAX) manager is buying

31-Oct-09
Hawaii St Dept Budget & Fin Sp Rev Bds [2.64%]
Hawaii St Go Bds 5% [2.27%]
Hawaii St G.O Bds 5% [1.53%]
Hawaii St Arpts Sys Rev Ref Bds 5.625% [1.49%]
Hawaii St Go Bds 5% [1.47%]
Hawaii St G O Ref B 5% [1.43%]
Hawaii St G O Ref B 5% [1.42%]
Hawaii St G.O Bds 5.5% [1.26%]
Honolulu Hawaii City & Cnty G O Bds 5% [1.24%]
Honolulu Hawaii City & Cnty G O Bds 5% [1.18%]

31-Jul-09
Goldman Sachs FS Tax Free MMkt FST [10.96%]
Hawaii St Dept Budget & Fin Sp Rev Bds [2.69%]
Hawaii St Go Bds 5% [2.32%]
Hawaii St G.O Bds 5% [1.57%]
Hawaii St Arpts Sys Rev Ref Bds 5.625% [1.49%]
Hawaii St Go Bds 5% [1.48%]
Hawaii St G O Ref B 5% [1.46%]
Hawaii St G O Ref B 5% [1.44%]
Hawaii St Hsg Fin & Dev Corp S Rev 5.4% [1.36%]
Hawaii St G.O Bds 5.5% [1.3%]

30-Apr-09
Goldman Sachs FS Tax Free MMkt FST [5.99%]
Hawaii St Go Bds 5% [2.4%]
HAWAII ST DEPT BUDGET & FIN SP VAR REV B [1.77%]
Hawaii St G.O Bds 5% [1.59%]
Hawaii St Arpts Sys Rev Ref Bds 5.625% [1.52%]
Hawaii St G O Ref B 5% [1.5%]
Hawaii St G O Ref B 5% [1.48%]
HAWAII ST HSG FIN & DEV CORP S REV BDS [1.4%]
Hawaii St G.O Bds 5.5% [1.34%]
Honolulu Hawaii City & Cnty G O Bds 5% [1.31%]
Click here for Stock Holding Change Map in Hawaiian Tax-Free A Fund (HULAX)

  

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Latest News on Hawaiian Tax-Free A (HULAX)

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