- What are the top holdings of FT?
- Franklin Universal Trust holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does FT have?
- FT holds — positions as reported by the fund's most recent disclosure.
- What sectors does FT invest in?
- Franklin Universal Trust (FT) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is FT most exposed to?
- FT's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is FT a US-only fund?
- The country allocation card on this page shows FT's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does FT invest in?
- Established on September 23, 1988, Franklin Universal Trust operates as a U.S.-domiciled, closed-end balanced mutual fund. It was initiated by Franklin Resources, Inc. and is actively managed by Franklin Advisers, Inc. The fund directs its capital towards the public equity and fixed income markets throughout the United States, specifically focusing its equity investments on the utility sector. Employing fundamental analysis, it constructs a diverse portfolio comprising corporate debt instruments and dividend-yielding utility stocks. For performance evaluation, the trust measures its equity holdings against the S&P 500 Electric Utilities Index, while its fixed income components are benchmarked against the Credit Suisse High Yield.
