Franklin Universal Trust (FT)
NYSE: FT · IEX Real-Time Price · USD
6.82
+0.03 (0.44%)
Jul 2, 2024, 3:00 PM EDT - Market closed

Company Description

Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States.

The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified portfolio of corporate bonds and dividend paying utility stocks.

The fund benchmarks the equity component of its balanced portfolio against the S&P 500 Electric Utilities Index and the fixed component against the Credit Suisse High Yield.

Franklin Universal Trust was formed on September 23, 1988 and is domiciled in the United States.

Franklin Universal Trust
Franklin Universal Trust logo
Country United States
Founded 1988
Industry Asset Management
Sector Financials
CEO Rupert Harris Johnson Jr.

Contact Details

Address:
One Franklin Parkway
San Mateo, California 94403-1906
United States
Phone 650-312-2000

Stock Details

Ticker Symbol FT
Exchange NYSE
Reporting Currency USD
CIK Code 0000833040
CUSIP Number 355145103
ISIN Number US3551451038
Employer ID 94-3077602

Key Executives

Name Position
Rupert Harris Johnson Jr. Chairman and Senior Vice President
Glenn I. Voyles C.F.A. Portfolio Manager

Latest SEC Filings

Date Type Title
Apr 30, 2024 N-CSRS Filing
Apr 23, 2024 NPORT-P Monthly Portfolio Investments Report on Form N-PORT (Public)
Feb 6, 2024 DEF 14A Other definitive proxy statements
Jan 17, 2024 NPORT-P Monthly Portfolio Investments Report on Form N-PORT (Public)
Dec 21, 2023 40-17G Filing
Nov 14, 2023 N-CEN Filing
Oct 31, 2023 N-CSR Filing
Oct 23, 2023 NPORT-P Monthly Portfolio Investments Report on Form N-PORT (Public)
Aug 28, 2023 N-PX Annual Report of proxy voting record of management investment companies
Jul 18, 2023 NPORT-P Monthly Portfolio Investments Report on Form N-PORT (Public)