HULFX Mutual Fund (Hawaiian Tax-Free Trust Class F) is managed by Aquila Group of Funds with $15,430.44 in net assets. HULFX expense ratio is 0.76%, holding 104 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-11-30.

HULFX performance shows a YTD return of 1.55%. The 1-year return is 5.76% and the 5-year return is 0.61%. HULFX dividend yield stands at 2.71%, paid monthly.

HULFX top holdings include Hawaii St 5.25% 07/51 (6.4%), Honolulu City & Cnty Hi 07/01/2038 (5.1%), Honolulu Hawaii City & Cnty Wa 5.25% Jul 01, 2055 (4.6%), Honolulu Wstwtr 5% 7/1/2051 (4.0%), State Of Hawaii Department Of Budget & Finance 5.00% 07/01/2042 (3.5%). View all HULFX holdings, sector breakdown, or dividend history.

HULFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HULFX alternatives are available via the screener, along with tax-loss harvesting opportunities.