FORIX Mutual Fund

FORIX Mutual Fund (Franklin Oregon Tax-Free Income Fund Class C) is managed by Franklin Templeton Investments (US) with $8.6M in net assets. FORIX expense ratio is 1.21%, holding 164 positions across sectors including Industrials, Financials, Health Care. Inception date: 1995-05-01.

FORIX performance shows a YTD return of -2.02%. The 1-year return is -1.65% and the 5-year return is -0.76%. FORIX dividend yield stands at 2.86%, paid monthly.

FORIX top holdings include Oregon (State Of) Facilities Authority (Willamette University), Series 2021 A, Ref. Rb (3.7%), Oregon State Facilities Authority (3.4%), 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 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.