Morningstar

Franklin Oregon Tax Free Income Fund Class C FORIX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 10.54  /  +0.29 %
  • Total Assets 799.9M
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • 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 3.01%
  • Effective Duration 7.69 years

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FORIX

Will FORIX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FORIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FORIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FORIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin OR Tax Free Income C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings FORIX

More FORIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OREGON ST FACS AUTH REV 4%

3.71 30M
municipal

OREGON ST FACS AUTH REV 5%

3.18 26M
municipal

MULTNOMAH-CLACKAMAS CNTYS ORE CENTENNIAL SCH DIST NO 28JT 5%

3.09 25M
municipal

OREGON HEALTH SCIENCES UNIV REV 4%

3.05 25M
municipal

OREGON ST DEPT TRANSN HWY USER TAX REV 5%

3.02 25M
municipal

WASHINGTON CNTY ORE SCH DIST NO 48J BEAVERTON 5%

2.60 21M
municipal

OREGON ST HSG & CMNTY SVCS DEPT MULTIFAMILY REV 5.5%

2.56 21M
municipal

MULTNOMAH CNTY ORE SCH DIST NO 1J PORTLAND 4.5%

2.49 20M
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%

2.24 18M
municipal

PORTLAND ORE SWR SYS REV 5%

2.22 18M
municipal

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