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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
$10.30 USD
0.00 (NA)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.73 | 75 |
| 3 months | -0.42 | 35 |
| 6 months | -1.73 | 75 |
| 1 Year | -0.61 | 76 |
| 3 Year | 1.24 | 86 |
| 5 Year | -0.89 | 92 |
| 10 Year | 0.91 | 82 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 20.21 |
| Bear Market (10/07 - 2/09) | 0.34 |
| Bull Market (2/09 - 3/21) | 42.53 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | -1.61 |
| 5 Year | -0.89 |
| 10 Year | 0.91 |
| Since Inception | 3.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.31 | -0.42 | NA | NA |
| 2024 | -0.22 | 0.55 | 2.15 | -1.00 |
| 2023 | 2.41 | -0.61 | -4.13 | 7.56 |
| 2022 | -6.49 | -4.17 | -4.16 | 3.45 |
| 2021 | -1.08 | 1.71 | -0.80 | 0.96 |
| 2020 | 0.16 | 1.92 | 0.29 | 1.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.73 | 1.47 | 4.96 | -11.16 | 0.77 | 4.19 | 5.69 | 0.15 | 3.19 | 0.41 | 1.81 |
| % Total Return Rel to Index | -1.38 | 0.53 | -1.43 | -2.63 | -0.75 | -1.00 | -1.86 | -1.13 | -2.25 | 0.17 | -1.49 |
| % Total Return Rel to Peer | -0.59 | -0.09 | -0.39 | -1.74 | -0.51 | 0.11 | -0.64 | -0.37 | -0.16 | 0.52 | -0.46 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 5.00 | 4.00 | 3.00 | 5.00 | 5.00 | 4.00 | 2.00 | 5.00 |
| % Dividends | 0.14 | 0.27 | 0.26 | 0.21 | 0.18 | 0.20 | 0.27 | 0.29 | 0.32 | 0.33 | 0.36 |
| % Yield | 1.37 | 2.51 | 2.56 | 2.00 | 1.46 | 1.61 | 2.27 | 2.48 | 2.63 | 2.77 | 2.95 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.20 | 1.21 | 1.20 | 1.19 | 1.19 | 1.20 | 1.20 | 1.19 | 1.18 | 1.18 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%