Hawaii Municipal Fund (SURFX) Research
The fund principally commits at least 80% of its net assets, including any capital secured through borrowing for investment, to a portfolio comprised primarily of investment-grade municipal securities. These financial instruments are issued by the State of Hawaii, its political subdivisions, or agencies, and are structured to provide interest income that is exempt from both regular federal and Hawaii state income taxes. A significant portion, potentially exceeding 25% of the fund's total assets, may be concentrated within one specific segment of the municipal securities market. This fund is categorized as non-diversified.
Market snapshot
- Symbol
- SURFX
- Price
- $9.86
- Day change
- +0.10%
- Market cap
- $123.2M
- 52-week range
- 9.34-10.27
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon Mid-Cap Value Fund (ABMAX)
- Center Coast Brookfield MLP & Energy Infrastructure Fund (CEN)
- CLS Global Aggressive Equity Fund (CLACX)
- CLS Shelter Fund (CLSHX)
- Fidelity Disruptive Automation Fund (FBOTX)
- Fund X Upgrader Fund (FUNDX)
- Nuveen Short Duration Credit Opportunities Fund (JSD)
- PMC Diversified Equity Fund (PMDEX)
Open Hawaii Municipal Fund (SURFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.