FOFRX Mutual Fund

FOFRX Mutual Fund (Franklin Oregon Tax-Free Income Fund Class R6) is managed by Franklin Templeton Investments (US) with $14.3M in net assets. FOFRX expense ratio is 0.53%, holding 164 positions across sectors including Industrials, Financials, Utilities. Inception date: 2017-08-01.

FOFRX performance shows a YTD return of 0.48%. The 1-year return is 5.49% and the 5-year return is 0.15%. FOFRX dividend yield stands at 3.75%, paid monthly.

FOFRX 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 FOFRX holdings, FOFRX sectors, or FOFRX dividends.

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