FOFQX Mutual Fund

FOFQX Mutual Fund (Franklin Oregon Tax-Free Income Fund Class A) is managed by Franklin Templeton Investments (US). FOFQX expense ratio is 0.82%, holding 164 positions across sectors including Industrials, Financials, Utilities. Inception date: 2018-09-10.

FOFQX performance shows a YTD return of 0.59%. The 1-year return is 6.38% and the 5-year return is -0.17%. FOFQX dividend yield stands at 3.15%, paid monthly.

FOFQX top holdings include Oregon (State Of) Facilities Authority (Willamette University), Series 2021 A, Ref. Rb (4.7%), Oregon State Facilities Authority (3.2%), Multnomah-clackamas Counties Centennial School District No. 28jt (3.1%), Oregon St Dept Of Transprtn Highway User Tax Revenue (3.0%), State Of Oregon Housing &Community Services Department 5.50% 12/01/39 (2.6%). Go to all FOFQX holdings, FOFQX sectors, or FOFQX dividends.

FOFQX can be compared against other funds. Use FOFQX overlap to find shared positions, or FOFQX vs another fund for a side-by-side view. FOFQX alternatives are available via the screener, along with tax-loss harvesting opportunities.