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 0.39%. The 1-year return is 5.33% and the 5-year return is -0.11%. FOFQX dividend yield stands at 3.48%, paid monthly.

FOFQX top holdings include Oregon (State Of) Facilities Authority (Willamette University), Series 2021 A, Ref. Rb (3.7%), Oregon State Facilities Authority (3.3%), Oregon St Dept Of Transprtn Highway User Tax Revenue (3.1%), Multnomah-Clackamas Counties Centennial School District No 28Jt/Or (2.8%), State Of Oregon Housing & Community Services Department (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.