Franklin Oregon Tax Free Income Fund (FRORX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FRORX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRORX
FRORX charges 0.66% annually. There are 263 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | FRORX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | FRORX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | FRORX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | FRORX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | FRORX vs FMBIX |
Best Risk-Adjusted Alternatives to FRORX
FRORX has a PortfoliosLab risk / return rank of 72. There are 179 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | FRORX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | FRORX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | FRORX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | FRORX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | FRORX vs ATOIX |
Top Performing FRORX Alternatives (YTD)
FRORX is at 1.80% YTD. There are 146 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | FRORX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | FRORX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | FRORX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | FRORX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | FRORX vs MIY |
Lowest Volatility Alternatives to FRORX
FRORX has 3.09% 1-year volatility. There are 357 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | FRORX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FRORX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FRORX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | FRORX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | FRORX vs DFSMX |
Lowest Drawdown Alternatives to FRORX
FRORX has a 1-year max drawdown of -2.84%. There are 270 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | FRORX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | FRORX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | FRORX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | FRORX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | FRORX vs APUSX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.49% | — | Jan 1968 | FRORX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | FRORX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | FRORX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | FRORX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | FRORX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | FRORX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | FRORX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | FRORX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | FRORX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | FRORX vs SHAPX |
Often Compared With FRORX
Investors most often compare FRORX with MUJ, FGNSX, FXIEX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 44 | 4.64% | — | Mar 1998 | FRORX vs MUJ | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | FRORX vs FGNSX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | FRORX vs FXIEX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | FRORX vs NQP |
Compare FRORX with Any Fund or Stock
Compare FRORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRORX with funds that move differently
Franklin Oregon Tax Free Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRORX.
Explore FRORX Diversifiers