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Hawaii Municipal Fund Class Investor (SURFX)

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Hawaii Municipal Inv historical data, for real-time data please try another search

9.86 +0.01 +0.10%

01/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 123.18M

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SURFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Hawaii Municipal Inv (SURFX) fund. Our Hawaii Municipal Inv portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	0.59	0.59
Bonds	98.52	98.52
Other	0.89	0.89

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Bonds

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Bonds

Name	Net %	Category Average
Municipal	98.52	97.15
Cash	0.59	2.84

Region Allocation

Bonds

North America

Developed Markets

Top Holdings

Number of long holdings: 85

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
HAWAII ST ARPTS SYS REV 5%	-	5.76	-	-
HAWAII ST DEPT BUDGET & FIN SPL PURP REV 5%	-	5.35	-	-
HONOLULU HAWAII CITY & CNTY WASTEWTR SYS REV 4%	-	3.58	-	-
HAWAII ST HSG FIN & DEV CORP MULTIFAMILY REV 4%	-	3.53	-	-
HAWAII ST HSG FIN & DEV CORP MULTIFAMILY REV 3.75%	-	3.17	-	-
HAWAII ST HBR SYS REV 4%	-	2.76	-	-
HAWAII ST HSG FIN & DEV CORP MULTIFAMILY REV 4.95%	-	2.41	-	-
HAWAII ST DEPT BUDGET & FIN SPL PURP REV 3.2%	-	2.36	-	-
MAUI CNTY HAWAII 2.13%	-	2.33	-	-
HONOLULU HAWAII CITY & CNTY WASTEWTR SYS REV 4%	-	2.08	-	-

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Recent Quotes

Name	Price	Chg.	Chg. %
Hawaii Municipal .	9.86	+0.01	+0.10%
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