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 0.76%. The 1-year return is 6.66% and the 5-year return is 0.11%. FOFRX dividend yield stands at 3.38%, paid monthly.

FOFRX 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 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.