Franklin California High Yield Municipal Fund

Franklin Municipal Securities Trust · 5 share classes

Actively managed U.S. bond fund
One fund, 5 share classes:FCAMXFCAHXFVCAXFCAQXFCQAX
$3.29B NAV
803 positions · as of 2026-05-31 · filed 2026-07-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

Franklin California High Yield Municipal Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
High yield
Rate sensitivity
Long duration

Fund profile

As filed in the prospectus · 2026 Q2

To provide investors with a high level of income exempt from federal and California personal income taxes. Its secondary goal is capital appreciation to the extent possible and consistent with its principal investment goal.

Strategy · summarised

The fund invests at least 80% of its net assets in municipal securities exempt from federal and California personal income taxes, selecting securities based on credit profile, risk, pricing, and duration management to balance income and return across any rating category and maturity. Up to 20% may be held in taxable securities, and up to 35% in U.S. territory municipals. Because security selection depends on the manager's assessment of risk and return rather than a fixed benchmark, portfolio composition will vary with market conditions and the manager's views.

Expenses
0.51% 1.20%across 5 share classes
Share classExpense ratio
FCAMX0.66%
FCAHX1.20%
FVCAX0.56%
FCAQX0.51%
FCQAX0.81%

Portfolio turnover 13.89% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.50%
of net assets
Bonds98.69%
Securitized0.59%
Cash & short-term0.22%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 65 new7 exited

Largest new: Long Beach Unified School District, State of California, Burbank-Glendale-Pasadena Airport Authority Brick Campaign, Fullerton Joint Union High School District, California Municipal Finance Authority, California Statewide Communities Development Authority, San Francisco City & County Airport Comm-San Francisco International Airport, California Community Housing Agency

Largest exited: Irvine Ranch Water District, California Municipal Finance Authority, Tobacco Securitization Authority of Southern California, California Statewide Communities Development Authority ×2, City of Rancho Cordova CA ×2

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+6.31%+12.58%+3.17%4.49%-6.51%
+5.57%+10.52%+0.15%4.47%-6.69%
+6.40%+12.88%+3.58%4.45%-6.47%
+6.45%+13.01%+3.79%4.45%-6.45%
+6.03%+11.93%+2.20%4.49%-6.53%

These classes hold the same portfolio, so the 3.64pp spread over 5 years is the cost difference between them — roughly 0.73pp a year — not a difference in what they own.

Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-05-31

Avg coupon
4.64%
Avg maturity
21.22 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

6%
floating
Fixed rate83.3%
Zero-coupon or unclassified11.1%
Floating rate5.6%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y0.7%
1-3y2.9%
3-5y1.1%
5-10y5.5%
10y+89.7%
Flagged holdings
Defaulted: 1.10% · $35.84M · 26 positions
In arrears: 0.12% · $3.87M · 1 positions
Paid in kind: none reported

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
7.81 yr
approx. move per 100bp
Credit-spread duration
7.58 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -15.5%
of value
Interest rates51%
Credit spreads49%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+7.58
yrs total
High yield+3.86 yr
Investment grade+3.72 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate7.81 yr total
3 mo30 yr
3 mo0.00 yr0%
1 yr0.05 yr1%
5 yr0.16 yr2%
10 yr2.57 yr33%
30 yr5.04 yr64%
Credit spread7.58 yr total
3 mo30 yr
3 mo0.00 yr0%
1 yr0.04 yr1%
5 yr0.16 yr2%
10 yr2.49 yr33%
30 yr4.89 yr64%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.00+0.00+0.00$7$11
1 yr+0.05+0.01+0.03$4.6k$9.7k
5 yr+0.16+0.12+0.04$39.9k$12.1k
10 yr+2.57+1.38+1.11$454.1k$364.7k
30 yr+5.04+2.21+2.68$724.8k$880.6k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
San Joaquin Hills Transportation Corridor Agency0.00% · due 2032-01-151.27%$41.84M
Grand Canyon University5.13% · due 2028-10-011.24%$40.76M
M-S-R Energy Authority6.50% · due 2039-11-011.21%$39.83M
Foothill-Eastern Transportation Corridor Agency0.00% · due 2042-01-151.21%$39.74M
California Statewide Communities Development Authority5.25% · due 2056-12-011.09%$35.76M
San Francisco City & County Airport Comm-San Francisco International Airport5.00% · due 2050-05-011.06%$34.76M
Los Angeles Housing Authority6.00% · due 2062-12-010.98%$32.19M
CMFA Special Finance Agency4.50% · due 2051-08-010.86%$28.13M
Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue4.78% · due 2058-07-010.84%$27.57M
San Diego Unified School District0.00% · due 2047-07-010.79%$26.00M
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Top 10 positions are 10.55% of net assets, top 25 20.19%, across 180 issuers.

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