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Franklin CA Interm-Term Tx-Fr Inc Adv FRCZX

Quantitative rating as of
  • NAV / 1-Day Return 11.15  /  0.10 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.490%
  • 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.

Summary

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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.

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