FOFZX Mutual Fund

FOFZX Mutual Fund (Franklin Oregon Tax-Free Income Fund Class Advisor) is managed by Franklin Templeton Investments (US) with $158.6M in net assets. FOFZX expense ratio is 0.57%, holding 164 positions across sectors including Industrials, Financials, Health Care. Inception date: 2009-07-15.

FOFZX performance shows a YTD return of -1.56%. The 1-year return is -0.73% and the 5-year return is -0.07%. FOFZX dividend yield stands at 3.53%, paid monthly.

FOFZX top holdings include Oregon (State Of) Facilities Authority (Willamette University), Series 2021 A, Ref. Rb (3.7%), Oregon State Facilities Authority (3.4%), Oregon St Dept Of Transprtn Highway User Tax Revenue (3.3%), Multnomah-Clackamas Counties Centennial School District No 28Jt/Or (2.9%), State Of Oregon Housing & Community Services Department (2.8%). Go to all FOFZX holdings, FOFZX sectors, or FOFZX dividends.

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