Franklin CA Limit-Trm Tax-Free Inc A One Franklin Parkway San Mateo CA 94403-1906 Map
Phone: 800-632-2301
| Category: | Muni California Interm/Short | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 22.17M | | Year-to-Date Return: | 1.62% | | Yield: | 2.75% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Sep-03 |
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Christopher S. Sperry
Lead Manager since
02-Sep-03 | | | Sperry has been an analyst or portfolio manager of Franklin Templeton Investments, his employer since 1996. Sperry holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks a high level of income exempt from federal income taxes and California person income taxes, consistent with prudent investment management and preservation of capital. The fund normally invests at least 80% of net assets in securities whose interest is free from federal income taxes and from California personal income taxes. It may also invest up to 35% of total assets in municipal securities issued by U.S. territories. The fund may invest up to 20% of total assets in securities that pay taxable interest, including interest that may be subject to the federal alternative minimum tax. |
| Last Dividend
(20-May-08):
| 0.02 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 30.16% |
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| Expense | FCALX | Category Avg | | Total Expense Ratio: | 0.50%
| 0.90% | | Max 12b1 Fee: | 0.15%
| N/A | | Max Front End Sales Load: | 2.25%
| 3.00% | | Max Deferred Sales Load: | 0.00%
| 2.32% | | 3 Yr Expense Projection*: |
$542 | $422 | | 5 Yr Expense Projection*: |
$830 | $643 | | 10 Yr Expense Projection*: |
$1,648 | $1,280 |
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