The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Franklin CA Interm-Term Tx-Fr Inc C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 11.17 / 0.16 %
- Total Assets 1.4 Bil
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Adj. Expense Ratio
- Expense Ratio 1.140%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Muni California Intermediate
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.94%
- Effective Duration 4.93 years
Morningstar’s Analysis FCCIX
Will FCCIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.