Franklin Municipal Green Bond Fund

Fund Description

The fund seeks to maximize income exempt from federal income taxes to the extent consistent with prudent investing and the preservation of shareholders' capital, by investing predominantly in municipal green bonds issued by municipalities that intend to use bond proceeds for projects and programs that promote environmental sustainability.

Strategy Statement

"As one of the largest municipal bond fund managers in the nation, we conduct in-depth research across the entire municipal bond landscape to identify the most attractive municipal green bond opportunities for our portfolios."

Daniel Workman, CFA®

Management

Daniel Workman, CFA

Daniel Workman, CFA®

  • Joined Franklin Templeton in 2003
  • Managed Fund Since 2019
Benjamin C. Barber, CFA

Benjamin C. Barber, CFA®

  • Joined Franklin Templeton in 1991
  • Managed Fund Since 2021

Strategy, Benefits, Results

Strategy

  • We believe an active, research-driven approach is critical, given
    the size of the municipal market
  • Our team seeks to identify and capture attractive value
    opportunities across the municipal bond landscape to deliver a tax-
    efficient portfolio
  • We place an emphasis on risk management, which is fully
    incorporated into our research and portfolio construction process

Benefits

  • Monthly income exempt from federal taxes1
  • Access to a diversified portfolio fo municipal green bonds
  • Tenured investment team with expertise across market cycles