FORIX Mutual Fund
FORIX Mutual Fund
FORIX Mutual Fund
Franklin Oregon Tax-Free Income Fund Class C
FORIX Mutual Fund Overview
FORIX Mutual Fund (Franklin Oregon Tax-Free Income Fund Class C) is managed by Franklin Templeton Investments (US) with $126.7M in net assets. FORIX expense ratio is 1.21%, holding 164 positions across sectors including Industrials, Financials, Utilities. Inception date: 1995-05-01.
FORIX performance shows a YTD return of 0.02%. The 1-year return is 4.70% and the 5-year return is -0.57%. FORIX dividend yield stands at 3.00%, paid monthly.
FORIX top holdings include Oregon (State Of) Facilities Authority (Willamette University), Series 2021 A, Ref. Rb (3.7%), Oregon State Facilities Authority (3.3%), Oregon St Dept Of Transprtn Highway User Tax Revenue (3.1%), Multnomah-Clackamas Counties Centennial School District No 28Jt/Or (2.8%), State Of Oregon Housing & Community Services Department (2.6%). Go to all FORIX holdings, FORIX sectors, or FORIX dividends.
FORIX can be compared against other funds. Use FORIX overlap to find shared positions, or FORIX vs another fund for a side-by-side view. FORIX alternatives are available via the screener, along with tax-loss harvesting opportunities.