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Franklin California Intermediate-Term Tax-Free Income Fund Class C – FCCIX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
12.300.00 (0.00%)11.84 - 12.450.0

Market data as of 6:05PM 03/30/15. Quotes are delayed by at least 15 min.

Overview - FCCIX

The investment seeks to provide as high a level of income exempt from federal income taxes and California personal income taxes as is consistent with prudent investment management and the preservation of shareholders' capital. The fund normally invests at least 80% of its total assets in securities that pay interest free from federal income taxes, including the federal alternative minimum tax, and from California personal income taxes. It invests at least 65% of its total assets in California municipal securities. The fund also may invest up to 35% of its total assets in municipal securities issued by U.S. territories.

Growth of $10,000 (10 Years)

Total Return3.56%
Yield (Trailing 12 Mo.)2.39%
Expense Ratio1.18%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,000
Management Tenure22 Years
Fund Inception07/01/2003

Trailing Total Returns - FCCIX

as of 02/28/2015
TimeframeFCCIXS&P 500Muni California Intermediate
1 Month-1.10%5.75%-0.93%
3 Month1.31%2.31%0.91%
1 Year5.89%15.51%4.69%
3 Year3.30%18.00%2.96%
5 Year4.43%16.18%4.19%
10 Year3.72%7.99%3.82%
Since Inception3.56%10.71%--

Sector Allocation - FCCIX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - FCCIX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$1.53B
Total Stock Holdings0
Total Bond Holdings298

Top Ten Holdings - FCCIX

as of 02/28/2015
CompanyYTD Return% of Assets
California Edl Facs Auth 5%--3.25%
Metropolitan Wtr Dist 5%--1.97%
California St Dept Wtr Res Cen Rev Bd 5%--1.89%
Metropolitan Wtr Dist 5%--1.67%
Los Angeles Calif Convention & Lease 5%--1.52%
California St Var Purp 5.25%--1.35%
California St Go Bds 5%--1.28%
Los Angeles Calif Cmnty Colleg Go Bds 5%--1.24%
Sonoma-Marin Area Rail Tran Di Rev Bd 5%--1.22%
Bay Area Toll Auth 5%--1.22%

Valuation & Growth - FCCIX

as of 02/28/2015
ValuationFCCIXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - FCCIX, 3 Year

Ratingvs Category
RiskAbove Avg
Key:  Lo 

Tax Analysis - FCCIX, 3 Year Avg

Pretax Return3.30%
Tax-adjusted Return3.33%
Tax Cost Ratio-0.03%
Potential Cap Gains5.38%

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