Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🔥 This hedge fund gained 26.16% in the last month. Get their top stocks with our free stock ideas tool. See stock ideas
Franklin California Tax Free Income Fund Advisor Class (FCAVX)
Add to/Remove from Watchlist
Add to Watchlist
6.82
0.00
0%
- Morningstar Rating:
- Total Assets: 2.43B
Franklin CA Tax-Free Income Adv
6.82
0.00
0%
- Overview
- Profile
- Historical Data
- Holdings
Franklin California Tax Free Income Fund Advisor Class Overview
On this page you'll find an in-depth profile of Franklin California Tax Free Income Fund Advisor Class. Learn about the key management, total assets, investment strategy and contact information of FCAVX among other information.
Investment Strategy
The investment seeks to provide investors with as high a level of income exempt from federal income taxes. The fund invests at least 80% of its total assets in investment grade municipal securities whose interest is free from federal income taxes, including the federal alternative minimum tax, and from California personal income taxes. It is possible that up to 20% of its total assets may be in securities that pay interest that may be subject to the federal alternative minimum tax and, although not anticipated, in securities that pay interest subject to other 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. | ||
| Christopher S. Sperry | Vice President | 2000 | 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. | ||
| John Wiley | Lead Portfolio Manager | 1991 | 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. | ||
| Sheila Amoroso | Co-Director | 1987 | 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. | ||
| Bernard Schroer | Senior Vice President, Portfolio Manager | 1987 | 2004 |
| Biography | Schroer is a senior vice president and portfolio manager with Franklin Templeton, his employer since 1987. Previously, he spent more than 10 years as the manager of trading at Kidder Peabody. He also served as a vice president at Wells Fargo Bank and Crocker National Bank. Schroer is a member and a former president of the Municipal Bond Club of San Francisco. He is also a member of the San Francisco Bond Club, the Securities Traders Association, and the Commonwealth Club. | ||
| 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 Jennings | Manager municipal at trading desk, Portfolio Manager | 1990 | 1997 |
| Biography | Jennings was a manager at Franklin's municipal trading desk and ran several Franklin tax-free funds. He joined Franklin from Dean Witter Reynolds, where he was a first vice president and manager of the municipal institutional-bond department. He was also first vice president and manager of the western-regional municipal-bond department for Prudential. He has more than 30 years of investment experience. | ||
| Gregory Harrington | Director, Vice President | 1983 | 1994 |
| Biography | Harrington is vice president of Franklin Advisers and serves as director of municipal trading and research. Previously, he was president of his own firm, San Francisco Securities. In addition he was a vice president of Walston and Company as well as manager of the bond department at Eastman Dillon. Harrington also opened the municipal-bond department at Shearson Hammill in 1953. Harrington is a member of the Commercial Club of San Francisco, and the Los Angeles and San Francisco Bond Clubs. | ||
| Andrew R. Johnson | Vice President | 1977 | 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. | ||
Write your thoughts about Franklin California Tax Free Income Fund Advisor Class
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review