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Franklin Oregon Tax-free Income Fund Class C: (MF: FORIX)
(NASDAQ Mutual Funds) As of Jul 3, 2025 08:00 PM ET
$10.30 USD
0.00 (NA)
Zacks MF Rank
5-Strong Sell of 5 5
Fund Description
The fund was incepted in September 1987 and is managed by Franklin Advisers. The objective of this fund is to seek investors with as high a level of income exempt from federal income taxes and from personal income taxes, if any, for resident shareholders of that Fund's state as is consistent with prudent investment management and the preservation of shareholders' capital. The fund invests at least 80% of its assets in securities whose interest is free from federal income taxes, including the federal alternative minimum tax. The fund also invests 20% of its assets in tax-free securities. The fund offers dividends monthly and capital gains at least annually, but there is no guarantee that it would be paid.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Franklin Oregon Tax-Free Inc C | FORIX | NA | NA | 1.00 | 0.65 | 0.48 | 1.20 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Franklin Oregon Tax-Free Inc A | FRORX | 10.12 | 9/1/1987 | 3.42 | 0.03 | 1.86 | -0.30 |
| Franklin Oregon Tax-Free Inc C | FORIX | 10.30 | 5/1/1995 | 2.79 | -0.61 | 1.24 | -0.89 |
| Franklin Oregon Tax-Free Inc Adv | FOFZX | 10.15 | 11/9/2010 | 3.52 | 0.04 | 1.96 | -0.20 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Franklin Oregon Tax-Free Inc C | FORIX | 1000 | 0 | 0 | M |
Contact Information
| Family | Franklin |
| Address | One Franklin Parkway San Mateo, CA 94403 |
| Phone | 800 342-5236 |