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10.62
+0.01
+0.09%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 473.73M
Franklin OR Tax-Free Income A
10.62
+0.01
+0.09%
- Overview
- Profile
- Historical Data
- Holdings
Franklin Oregon Tax Free Income Fund Class A1 Overview
On this page you'll find an in-depth profile of Franklin Oregon Tax Free Income Fund Class A1. Learn about the key management, total assets, investment strategy and contact information of FRORX among other information.
Investment Strategy
The investment seeks 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. The fund invests at least 80% of its net assets in securities whose interest is free from federal income taxes, including the federal alternative minimum tax. It only buys municipal securities rated, at the time of purchase, in one of the top four ratings categories by one or more U.S. nationally recognized rating services.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael J. Conn | Senior Vice President | 2020 | Now |
| Biography | Mr. Conn has been a portfolio manager of Franklin Advisers, Inc since November 2020. He joined Franklin Templeton in 2006. | ||
| John Bonelli | Vice President | 2020 | Now |
| Biography | Mr. Bonelli is a Portfolio Manager and Research Analyst of Franklin Advisers, Inc. He joined Franklin Templeton Investments in 2010. | ||
| Christopher S. Sperry | Vice President | 2000 | Now |
| Biography | Sperry has been an analyst or portfolio manager of Franklin Templeton Investments, his employer since 1996. Sperry holds the Chartered Financial Analyst designation. | ||
| John Wiley | Lead Portfolio Manager | 1991 | Now |
| Biography | John Wiley, Senior Vice President, has been a lead portfolio manager since 1993. Wiley has been an analyst or portfolio manager with Franklin Templeton Investments, his employer since 1989. He holds the Chartered Financial Analyst designation. | ||
| Carrie Higgins | Vice President | 2001 | 2005 |
| Biography | Ms. Higgins has been an analyst or portfolio manager since 1992 and has been an analyst or portfolio manager since 2004. She joined Franklin Templeton Investments in 1990. Higgins is a member of the National Federation of Municipal Analysts, California Society of Municipal Analysts and the San Francisco Municipal Bond Club. | ||
| Sheila Amoroso | Co-Director | 1987 | 2005 |
| Biography | Amoroso is portfolio manager with Franklin Advisers, she joined the firm in 1986. She is also co-director of Franklin's Bond Department. Amoroso is a member of the San Francisco Municipal Bond Club and the California Society of Municipal Analysts. | ||
| Thomas J. Kenny | - | 1987 | 2000 |
| Biography | Tom is Co-Head of Goldman Sachs Asset Management's Global Cash and Fixed Income Portfolio team which is responsible for managing assets in excess of $370 billion across cash, traditional, and alternative fixed income strategies with teams in London, Tokyo, and New York. Prior to taking on this role, he was Head of the Municipal Bond Portfolio Management team that is responsible for over $25 billion in assets. He joined the firm in 1999 after spending over 13 years with the Franklin Templeton Group of Funds where, most recently, he was Executive Vice President and the Director of the Municipal Bond Department, responsible for assets under management in excess of $50 billion. Tom has served in a number of leadership positions for various industry groups including the Vice Chairman of the Municipal Securities Rulemaking Board. He received a B.A. in Business Economics from the University of California, Santa Barbara, and a M.S. in Finance from Golden Gate University in San Francisco. Tom also received the Chartered Financial Analyst designation. | ||
| Robert M. Schubert | Senior Portfolio Manager | 1994 | 1998 |
| Biography | Schubert is a senior portfolio manager with Franklin Advisers, his employer since 1989. Previously, he managed the bond department at First Equity Corporation of Florida and he managed bond trading and underwriting at Trust Company Bank of Atlanta. | ||
| Donald S. Duerson | Vice President, Senior Portfolio Manager | 1987 | 1994 |
| Biography | Duerson is a vice president and senior portfolio manager with Franklin Advisers, his employer since 1986. Previously, he was a vice president and manager of fixed-income common trust funds at Crocker National Bank. He has also worked with U.S. government securities and money-market instruments at First Boston Corporation and Goldman, Sachs & Company. Duerson is a current member of the National Federation of Municipal Analysts and the Municipal Bond Club of San Francisco. | ||
| Andrew R. Johnson | Vice President | 1987 | 1994 |
| Biography | Johnson joined Franklin Advisers in 1976 and now serves as vice president. He oversees Franklin's tax-free and money-market funds, seeking low volatility and undervalued issues. Prior to joining the firm, he was founder and manager of Dewey, Johnson & Company. He has worked in the municipal-bond business since 1955. Johnson has originated three television talk shows, hosted a radio talk show and was a co-founder of Intellectual Digest magazine. | ||
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