Franklin Federal Limit-Trm T/F Inc A One Franklin Parkway San Mateo CA 94403-1906 Map
Phone: 800-632-2301
| Category: | Muni National Short | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 81.40M | | Year-to-Date Return: | 2.81% | | Yield: | 3.09% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Sep-03 |
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James Patrick Conn
Lead Manager since
03-Sep-03 | | | Conn is a vice president and portfolio manager with Franklin Templeton, his employer since 1996. He has been a manager of the fund since 1989, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. Previously, he was a portfolio manager with California Investment Trust. Conn holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks high current income exempt from federal income taxes, consistent with prudent investment management and preservation of capital. The fund normally invests at least 80% of total assets in securities whose interest is exempt from federal and personal income taxes. It may invest up to 20% of total assets in municipal securities subject to the alternative minimum tax. The fund attempts to maintain a dollar-weighted average portfolio maturity of five years or less. |
| Last Dividend
(19-Sep-08):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 54.06% |
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| Expense | FFTFX | Category Avg | | Total Expense Ratio: | 0.50%
| 0.86% | | Max 12b1 Fee: | 0.15%
| N/A | | Max Front End Sales Load: | 4.25%
| 2.46% | | Max Deferred Sales Load: | 0.00%
| 1.91% | | 3 Yr Expense Projection*: |
$527 | $395 | | 5 Yr Expense Projection*: |
$800 | $628 | | 10 Yr Expense Projection*: |
$1,576 | $1,274 |
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