FOFZX Mutual Fund

FOFZX Mutual Fund (Franklin Oregon Tax-Free Income Fund Class Advisor) is managed by Franklin Templeton Investments (US). FOFZX expense ratio is 0.57%, holding 164 positions across sectors including Industrials, Financials, Utilities. Inception date: 2009-07-15.

FOFZX performance shows a YTD return of 0.74%. The 1-year return is 6.72% and the 5-year return is 0.09%. FOFZX dividend yield stands at 3.35%, paid monthly.

FOFZX 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 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.