Lee Financial Mutual Fund, Inc. - Hawaii Municipal Fund(NASDAQMUTFUND) SURFX

The Hawaii Municipal Fund is an investment fund that primarily allocates at least 80% of its net assets to investment-grade municipal securities. These securities are issued by the State of Hawaii and its political subdivisions, providing tax-exempt interest income for investors.

Products and Services

• Investment-grade municipal securities portfolio
• Tax-exempt interest income for investors
• Non-diversified fund structure

Growth Outlook

• Potential for significant asset concentration in specific municipal segments
• Stable demand for tax-exempt securities in Hawaii
• Long-term growth driven by local economic development

Financial Highlights

• Market capitalization of approximately $123 million
• Recent dividend yield of 1.19% reflects steady income potential
• Stock price range between $9.34 and $10.27 over the past year

The Hawaii Municipal Fund focuses on providing investors with a reliable source of tax-exempt income through its investment in municipal securities. The fund's strategy of concentrating assets in specific segments of the municipal market may enhance returns while maintaining a commitment to investment-grade quality. With a market capitalization of around $123 million, the fund is positioned to benefit from the stable demand for tax-exempt securities, particularly in the context of Hawaii's unique economic landscape. The recent dividend yield of 1.19% indicates a commitment to returning value to investors, while the stock price's range over the past year suggests a relatively stable investment environment. Overall, the Hawaii Municipal Fund presents an opportunity for investors seeking exposure to municipal securities with tax advantages.