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Franklin OR Tax Free Income Adv FOFZX

Quantitative rating as of
  • NAV / 1-Day Return 10.64  /  0.01 %
  • Total Assets 969.3 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.550%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Muni Single State Long
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.76%
  • Effective Duration 7.57 years

Morningstar’s Analysis FOFZX

Will FOFZX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Franklin OR Tax Free Income Adv to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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