HULYX Mutual Fund
HULYX Mutual Fund
HULYX Mutual Fund
Hawaiian Tax-Free Trust Class Y
HULYX Mutual Fund Overview
HULYX Mutual Fund (Hawaiian Tax-Free Trust Class Y) is managed by Aquila Group of Funds with $63.3M in net assets. HULYX expense ratio is 0.71%, holding 104 positions across sectors including Financials, Utilities. Inception date: 1996-04-01.
HULYX performance shows a YTD return of 0.35%. The 1-year return is 4.78% and the 5-year return is 0.32%. HULYX dividend yield stands at 2.75%, paid monthly.
HULYX 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 HULYX holdings, HULYX sectors, or HULYX dividends.
HULYX can be compared against other funds. Use HULYX overlap to find shared positions, or HULYX vs another fund for a side-by-side view. HULYX alternatives are available via the screener, along with tax-loss harvesting opportunities.