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 1.20%, holding 164 positions across sectors including Other, Industrials, Financials. Inception date: 1995-05-01.

FORIX performance shows a YTD return of 2.36%. The 1-year return is 7.00% and the 5-year return is -0.08%. FORIX dividend yield stands at 2.58%, paid monthly.

FORIX 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 FORIX holdings, sector breakdown, or dividend history.

FORIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FORIX alternatives are available via the screener, along with tax-loss harvesting opportunities.