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About Franklin Universal Trust
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. more details| IPO date | 1989-06-30 |
|---|---|
| ISIN | US3551451038 |
| Industry | Capital Markets |
| Sector | Financials |
| Валюта | usd |
| Валюта отчета | usd |
| Див.доход ао | 6.88 |
| Дивиденд ао | 0.559 |
| Сайт | https://www.franklintempleton.com/retail/jsp_app/products/closed_end_fund.jspfundNumber=002 |
| Цена ао | 7.49 |
| Change price per day: | 0% (7.47) |
|---|---|
| Change price per week: | -0.5326% (7.51) |
| Change price per month: | -1.58% (7.59) |
| Change price per 3 month: | +2.75% (7.27) |
| Change price per half year: | -1.19% (7.56) |
| Change price per year: | +12.5% (6.64) |
| Change price per 3 year: | -7.32% (8.06) |
| Change price per 5 year: | -0.5326% (7.51) |
| Change price per year to date: | +2.75% (7.27) |
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| Institutions | Volume | Share, % |
|---|---|---|
| Moloney Securities Asset Management, LLC | 564439 | 2.25 |
| Koshinski Asset Management, Inc. | 543700 | 2.16 |
| LPL Financial LLC | 509805 | 2.03 |
| Morgan Stanley | 341945 | 1.36 |
| Stifel Financial Corporation | 261963 | 1.04 |
| Westchester Capital Management, LLC | 184920 | 0.74 |
| Hennion & Walsh Asset Management, Inc. | 183263 | 0.73 |
| Osaic Holdings Inc | 179126 | 0.71 |
| Wells Fargo & Company | 175225 | 0.7 |
| Uncommon Cents Investing LLC | 160850 | 0.64 |
| ETF | Share, % | Profitability for 1 year, % | Dividends, % |
|---|---|---|---|
| ETRACS Monthly Pay 1.5x Leveraged Closed-End Fund Index ETN | 0.37 | 16.44 | |
| 0.37 | 16.44 | 0 |
| Head | Job title | Payment | Year of birth |
|---|---|---|---|
| Mr. Rupert Harris Johnson Jr. | Chairman and Senior Vice President | N/A | 1940 (85 years) |
| Mr. Glenn I. Voyles C.F.A. | Portfolio Manager | N/A |
Address: United States, San Mateo. CA, One Franklin Parkway - open in Google maps, open in Yandex maps
Website: https://www.franklintempleton.com/retail/jsp_app/products/closed_end_fund.jspfundNumber=002
Website: https://www.franklintempleton.com/retail/jsp_app/products/closed_end_fund.jspfundNumber=002
