Franklin Oregon Tax-Free Income FundFOFRX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$812.9M
Expense ratio
0.53%
1-year return
+4.4%
3 years, a year
+4.3%
5 years, a year
+1.0%
Holdings
164
What it aims to do.
To provide investors with as high a level of income exempt from federal income taxes and from personal income taxes, if any, for resident shareholders of Oregon as is consistent with prudent investment management and the preservation of shareholders capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Oregon State Facilities Authority | 4.71% |
| Oregon State Facilities Authority | 3.20% |
| Multnomah-Clackamas Counties Centennial School District No. 28JT | 3.12% |
| State of Oregon Department of Transportation | 3.05% |
| Oregon Health & Science University | 3.03% |
| State of Oregon Housing & Community Services Department | 2.60% |
| Washington & Multnomah Counties School District No. 48J Beaverton | 2.48% |
| Multnomah County School District No. 1J Portland | 2.46% |
| City of Portland OR Sewer System Revenue | 2.23% |
| Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue | 2.16% |
More on FOFRX.
- FOFRX overview
- FOFRX holdings
- FOFRX risk
- FOFRX costs
- FOFRX money in and out
- FOFRX share classes
- Compare FOFRX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.