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Franklin New York Intermediate Tax-free Income Fund Advisor Class (FNYZX)
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27/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 158.39M
Franklin NY Interm-Term T/F Income Adv
10.85
+0.01
+0.09%
- Overview
- Profile
- Historical Data
- Holdings
FNYZX Overview
On this page you'll find an in-depth profile of Franklin New York Intermediate Tax-free Income Fund Advisor Class. Learn about the key management, total assets, investment strategy and contact information of FNYZX among other information.
Investment Strategy
The investment seeks a high level of income exempt from federal income taxes and New York State and New York City personal income taxes. Under normal market conditions, 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, and from New York State personal income taxes. Although the fund tries to invest all of its assets in tax-free securities, it is possible that up to 20% of the fund's total assets may be invested in securities that pay interest subject to federal or state income taxes.
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. | ||
| 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. | ||
| Nicholas K. Bucklin | Portfolio Manager | 2019 | 2020 |
| Biography | Nicholas Bucklin is a Vice President and Portfolio Manager in the Municipal Bond department. He is a co-Portfolio Manager for the Franklin Massachusetts, Minnesota, Ohio, New York Intermediate, and Federal Limited Term Tax-Free Income Funds. Nick is also a lead Portfolio Manager for Franklin Separately Managed Accounts and a member of the investment committee for the Franklin Municipal SMA strategy. Nick also manages one of the firm's actively managed municipal bond exchange traded funds (ETFs). Mr. Bucklin joined Franklin Templeton in 2008. He holds an MBA from UC Berkeley, Haas School of Business (2016) and a B.A. degree in history from Boston College. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and a member of the CFA Society of San Francisco. He is also a member of the National Federation of Municipal Analysts and the Municipal Bond Club of San Francisco. | ||
| James Patrick Conn | Senior Vice President | 1999 | 2020 |
| Biography | Mr. Conn is a senior vice president and portfolio manager with Franklin Advisers, Inc, his employer since 1996. He has final authority over all aspects of the Fund's investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio risk assessment, and the management of daily cash balances in accordance with anticipated management requirements. Mr. Conn holds the Chartered Financial Analyst designation. | ||
| John Pomeroy | Senior Vice President | 1992 | 2020 |
| 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. | ||
| Sheila Amoroso | Co-Director | 1992 | 2006 |
| 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 | 1992 | 2000 |
| 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 | - | 1992 | 1999 |
| 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. | ||
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