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Franklin Federal Interm-Term T/F Inc Adv FITZX

Analyst rating as of
NAV / 1-Day Return
12.35  /  0.17 %
Total Assets
3.7 Bil
Adj. Expense Ratio
0.460%
Expense Ratio
0.460%
Fee Level
Below Average
Longest Manager Tenure
21.29 years
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
High / Moderate
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.35%
Effective Duration
4.89 years
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Morningstar’s Analysis

Will FITZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The new head of Franklin’s municipal platform has made multiple changes.

Summary

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The reorganization of personnel supporting Franklin Federal Intermediate Tax Free Income has the potential to benefit the strategy over the long term, but more time is needed to assess whether these adjustments plus process changes create material improvements. Most share classes for this strategy retain a Morningstar Analyst Rating of Neutral, while the most expensive C share class is rated Negative.

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