Advertisement
Skip to Content

Franklin OR Tax Free Income C FORIX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 10.79  /  0.27 %
  • Total Assets 969.3 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.200%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Muni Single State Long
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.03%
  • Effective Duration 7.57 years

Morningstar’s Analysis FORIX

Will FORIX outperform in future?

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

Summary

|

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Franklin OR Tax Free Income 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 second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor