FOFRX Mutual Fund
FOFRX Mutual Fund
Franklin Oregon Tax-Free Income Fund Class R6
FOFRX Mutual Fund Overview
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 Other, Industrials, Financials. Inception date: 2017-08-01.
FOFRX performance shows a YTD return of 2.74%. The 1-year return is 7.74% and the 5-year return is 0.67%. FOFRX dividend yield stands at 3.24%, 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%). View all FOFRX holdings, sector breakdown, or dividend history.
FOFRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FOFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.