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The investment seeks to provide investors with as high a level of income exempt from federal income taxes as is consistent with prudent investment management and the preservation of shareholders' capital. The fund invests at least 80% of its total assets in securities whose interest is free from federal income taxes, including the federal alternative minimum tax. In addition, it invests at least 80% of its total assets in securities that pay interest free from the personal income taxes, if any, of North Carolina. The fund only buys municipal securities rated in one of the top four ratings categories by one or more U.S. nationally recognized rating services.
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. | ||
John Wiley | Lead Portfolio Manager | 2020 | 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. | ||
Christopher S. Sperry | Vice President | 2020 | 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. | ||
Carrie Higgins | Vice President | 1992 | 2020 |
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. | ||
Stella S. Wong | Portfolio Manager | 1987 | 2020 |
Biography | Ms. Wong has been an analyst or portfolio manager of the Colorado, Connecticut and Pennsylvania Funds since their inception. She joined Franklin Templeton in 1986. She currently manages several Franklin state tax-free funds, supervises Franklin's municipal trading desk, and acts as liaison between the municipal bond department and other areas of Franklin. Wong is a member of the California Society of Municipal Analysts and the San Francisco Municipal Bond Club. | ||
Sheila Amoroso | Co-Director | 2001 | 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. | ||
Mark Orsi | Portfolio Manager | 1991 | 2004 |
Biography | Orsi is a portfolio manager for Franklin Advisers. He joined the firm in 1990 as an analyst. He is a member of several securities industry-related committees and associations. | ||
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. | ||
John Pomeroy | Senior Vice President | 1987 | 1998 |
Biography | John Pomeroy is senior vice president of Franklin Advisers, Inc. He provides research and advice on the purchases and sales of individual securities, and portfolio risk assessment. Mr. Pomeroy joined Franklin Templeton Investments in 1986. |
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