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Franklin Virginia Tax Free Income Fund Advisor Class (FRVZX)

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10.180 -0.000    0.00%
04/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 111.08M
Type:  Fund
Market:  United States
Issuer:  Franklin Templeton Investments
Asset Class:  Equity
Franklin Virginia Tax-Free Income Fund Advisor Cla 10.180 -0.000 0.00%

FRVZX Overview

 
On this page you'll find an in-depth profile of Franklin Virginia Tax Free Income Fund Advisor Class. Learn about the key management, total assets, investment strategy and contact information of FRVZX among other information.
Category

Muni Single State Long

Total Assets

111.08M

Expenses

0.61%

Inception Date

Jul 01, 2009

Investment Strategy

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 Virginia. 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.

Contact Information

Address One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
Phone +1 650 3122000

Top Executives

Name Title Since Until
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.
Michael J. Conn Senior Vice President 2010 Now
Biography Mr. Conn has been a portfolio manager of Franklin Advisers, Inc since November 2020. He joined Franklin Templeton in 2006.
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.
Carrie Higgins Vice President 1992 2013
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.
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.
Andrew R. Johnson Vice President 1987 1994
Biography Johnson joined Franklin Advisers in 1976 and now serves as vice president. He oversees Franklin's tax-free and money-market funds, seeking low volatility and undervalued issues. Prior to joining the firm, he was founder and manager of Dewey, Johnson & Company. He has worked in the municipal-bond business since 1955. Johnson has originated three television talk shows, hosted a radio talk show and was a co-founder of Intellectual Digest magazine.
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