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Franklin New York Intermediate-Term Tax-Free Income Fund Advisor Class – FNYZX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
11.760.00 (0.00%)11.63 - 12.010.0

Market data as of 12:00AM 11/23/15. Quotes are delayed by at least 15 min.

Overview - FNYZX

The investment seeks a high level of income exempt from federal income taxes and New York State and New York City personal income taxes. 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 New York State personal income taxes. It also invests at least 80% of its total assets in securities that pay interest free from the personal income taxes of New York City. It is possible that up to 20% of its total assets may be invested in securities that pay taxable interest.

Growth of $10,000 (10 Years)

Total Return5.22%
Yield (Trailing 12 Mo.)2.77%
Expense Ratio0.56%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure23 Years
Fund Inception12/01/2008

Trailing Total Returns - FNYZX

as of 10/31/2015
TimeframeFNYZXS&P 500Muni New York Intermediate
1 Month0.31%8.44%0.37%
3 Month1.20%-0.63%1.14%
1 Year2.63%5.20%2.21%
3 Year2.28%16.20%1.88%
5 Year3.75%14.33%3.25%
10 Year4.19%7.85%3.67%
Since Inception5.22%10.55%--

Sector Allocation - FNYZX

as of 10/31/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - FNYZX

as of 10/31/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$1.07B
Total Stock Holdings0
Total Bond Holdings169

Top Ten Holdings - FNYZX

as of 10/31/2015
CompanyYTD Return% of Assets
Metropolitan Transn Auth--3.55%
Erie Cnty Ny Indl Dev Agy Sch Rev 5.25%--1.78%
New York St Dorm Auth 5%--1.56%
New York St Dorm Auth 5%--1.41%
New York St Dorm Auth 4%--1.38%
Niagara Falls N Y Brdg Commn T Rev Bd 4%--1.38%
New York N Y City Transitional Rev Bd 5%--1.26%
Metropolitan Transn Auth 5.25%--1.25%
Suffolk Cnty N Y Econ Dev Rev Bds 5%--1.24%
New York St Dorm Auth 5%--1.23%

Valuation & Growth - FNYZX

as of 10/31/2015
ValuationFNYZXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - FNYZX, 3 Year

Ratingvs Category
ReturnAbove Avg
Key:  Lo 

Tax Analysis - FNYZX, 3 Year Avg

Pretax Return2.28%
Tax-adjusted Return2.28%
Tax Cost Ratio0.00%
Potential Cap Gains4.87%

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