The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Franklin CA Interm-Term Tx-Fr Inc Adv to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 11.15 / 0.10 %
- Total Assets 1.4 Bil
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Adj. Expense Ratio
- Expense Ratio 0.490%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Muni California Intermediate
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 2.60%
- Effective Duration 4.93 years
Morningstar’s Analysis FRCZX
Will FRCZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.