- What does HE invest in?
- Hawaiian Electric Industries, Inc. (HE) operates as a diversified holding company primarily focused on three key areas within the state of Hawaii: electric utility services, banking, and investments in renewable and sustainable infrastructure. The company's Electric Utility division is responsible for the generation, acquisition, transmission, distribution, and sale of electricity across several Hawaiian islands, including Oahu, Hawaii, Maui, Lanai, and Molokai. This segment utilizes and explores various clean energy sources, such as wind, solar, photovoltaic, geothermal, wave, hydroelectric, municipal waste, and other biofuels. Its customer base includes suburban communities, resort properties, United States armed forces installations, and agricultural operations. Through its Bank segment, the company runs a community financial institution that provides a full spectrum of banking and financial offerings to both consumers and businesses. These services include savings and checking accounts, along with a wide range of loans, encompassing residential and commercial real estate, mortgages, construction and development, multifamily residential and commercial real estate, consumer, and general commercial lending. This banking arm maintains a network of 42 branches throughout the islands: 29 on Oahu, 6 on Maui, 4 on Hawaii, 2 on Kauai, and 1 on Molokai. The "Other" segment is dedicated to strategic investments in non-regulated renewable energy and sustainable infrastructure projects exclusively within the Hawaiian Islands. Founded in 1891, Hawaiian Electric Industries Inc. maintains its corporate headquarters in Honolulu, Hawaii.
- What is the expense ratio of HE?
- An expense ratio for Hawaiian Electric Industries, Inc. (HE) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- What is the duration of HE?
- Effective duration measures HE's sensitivity to interest-rate changes — a duration of 6 means a 1% rate move shifts NAV by roughly 6% in the opposite direction. HE's current duration is published on the fund's factsheet on the issuer's website.
- What is the credit quality of HE?
- HE's credit quality breakdown — the share of holdings rated AAA through CCC and below — is published on the fund's factsheet. Higher-quality (investment-grade) funds yield less but carry less default risk than high-yield / junk bond funds.
- What is the yield to maturity of HE?
- Yield to maturity (YTM) is the total return you'd earn from HE if every bond in the portfolio is held to maturity at the current price. HE's YTM is published on the fund's factsheet on the issuer's website — it differs from the trailing-12-month yield because YTM reflects current bond prices rather than historical income paid.
- How big is HE?
- Hawaiian Electric Industries, Inc. (HE) manages $2.33B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
