BHIAX Mutual Fund

BHIAX Mutual Fund

NAV$9.94

Fund Essentials - as of Mar 31, 2026

Net Assets
$119M
Expense Ratio
0.80%
Dividend Yield (Current)
2.03%
Holdings
211
Inception Date
Jun 14, 1999
Fund Family
Bishop Street Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.13%
1 Year+5.02%
3 Year+2.49%
5 Year+0.29%
10 Year+0.89%

Asset Allocation

Bonds: 99.19%
Cash: 0.80%

Top Holdings

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TickerNameWeight
-Hawaii St Hsg Fin & Dev Corp M Hawaii Housing Finance & Development Corp 4 2033-09-012.65%
-Hawaii Housing Finance & Development Corp2.42%
-State Of Hawaii Airports System Revenue 5 49857 2036-07-011.63%
-Honolulu Hawaii City & Cnty Wastewtr Sys Rev 2049-07-011.62%
-Hawaii St Hsg Var 12/291.52%
Top 10 Concentration: 16.56%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.03%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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BHIAX Mutual Fund Overview

BHIAX Mutual Fund (Bishop Street Hawaii Municipal Bond Fund Class A) is managed by Bishop Street Funds with $119.2M in net assets. BHIAX expense ratio is 0.80%, holding 211 positions across sectors including Financials, Utilities, Industrials. Inception date: 1999-06-14.

BHIAX performance shows a YTD return of 1.13%. The 1-year return is 5.02% and the 5-year return is 0.29%. BHIAX dividend yield stands at 2.03%, paid monthly.

BHIAX top holdings include Hawaii St Hsg Fin & Dev Corp M Hawaii Housing Finance & Development Corp 4 2033-09-01 (2.6%), Hawaii Housing Finance & Development Corp (2.4%), State Of Hawaii Airports System Revenue 5 49857 2036-07-01 (1.6%), Honolulu Hawaii City & Cnty Wastewtr Sys Rev 2049-07-01 (1.6%), Hawaii St Hsg Var 12/29 (1.5%). Go to all BHIAX holdings, BHIAX sectors, or BHIAX dividends.

BHIAX can be compared against other funds. Use BHIAX overlap to find shared positions, or BHIAX vs another fund for a side-by-side view. BHIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.