HULCX Mutual Fund
HULCX Mutual Fund
HULCX Mutual Fund
Hawaiian Tax-Free Trust Class C
HULCX Mutual Fund Overview
HULCX Mutual Fund (Hawaiian Tax-Free Trust Class C) is managed by Aquila Group of Funds. HULCX expense ratio is 1.71%, holding 104 positions across sectors including Financials, Utilities. Inception date: 1996-04-01.
HULCX performance shows a YTD return of -0.23%. The 1-year return is 3.74% and the 5-year return is -0.69%. HULCX dividend yield stands at 1.82%, paid monthly.
HULCX top holdings include Hawaii St 5.25% 07/51 (6.5%), Honolulu City & Cnty Hi 07/01/2038 (5.2%), Honolulu Hawaii City & Cnty Wa 5.25% Jul 01, 2055 (4.7%), Honolulu Wstwtr 5% 7/1/2051 (4.1%), State Of Hawaii Department Of Budget & Finance 5.00% 07/01/2042 (3.5%). Go to all HULCX holdings, HULCX sectors, or HULCX dividends.
HULCX can be compared against other funds. Use HULCX overlap to find shared positions, or HULCX vs another fund for a side-by-side view. HULCX alternatives are available via the screener, along with tax-loss harvesting opportunities.