Franklin Universal Trust (FT) ETF Holdings & Analysis
ETFOther
What FT does
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.
Fund profile
PortView Portfolio Insights
PortView analyzes how FT fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze FT in PortView →Related securities
Related stocks
Frequently asked questions
- What does FT track?
- FT is the Franklin Universal Trust, a Other ETF.
- What is the expense ratio of FT?
- Expense ratio data for FT is shown on the page when available from our data provider.
- What are the largest holdings in FT?
- FT's top holdings are listed on this page when available.
- How can PortView analyze FT overlap with other ETFs?
- PortView computes the holdings overlap between FT and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.