FOFZX Mutual Fund
FOFZX Mutual Fund
Franklin Oregon Tax-Free Income Fund Class Advisor
FOFZX Mutual Fund Overview
FOFZX Mutual Fund (Franklin Oregon Tax-Free Income Fund Class Advisor) is managed by Franklin Templeton Investments (US). FOFZX expense ratio is 0.56%, holding 164 positions across sectors including Industrials, Financials, Utilities. Inception date: 2009-07-15.
FOFZX performance shows a YTD return of 2.63%. The 1-year return is 7.71% and the 5-year return is 0.62%. FOFZX dividend yield stands at 3.21%, 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%). View all FOFZX holdings, sector breakdown, or dividend history.
FOFZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FOFZX alternatives are available via the screener, along with tax-loss harvesting opportunities.