Hawaiian Tax Free Trust Fund

Scorecard
2 / 5 Stars
Lipper
1 1 4 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#35 in Muni Single State Interm

U.S. News evaluated 67 Muni Single State Interm Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 3.83 percent over the past year, 3.21 percent over the past three years, 3.41 percent over the past five years, and 3.46 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.6%
1 Year 3.8%
3 Years (Annualized) 3.2%
5 Years (Annualized) 3.4%
10 Years (Annualized) 3.5%

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Summary

The investment seeks as high a level of current income exempt from Hawaiian state and regular Federal income taxes as is consistent with preservation of capital. Under normal circumstances, at least 80% of the Trust's 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. These obligations can be of any maturity, but the Trust's average portfolio maturity has traditionally been between 8 and 12 years. The fund is non-diversified.

Fees

Fees are Below Average compared to funds in the same category.
Hawaiian Tax Free Trust Fund has an expense ratio of 0.82 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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