Openbookopenbook
Equity
Franklin Universal Closed Fund(FT)
USD --+0.00%
Reward53Moderate
Risk49Moderate
📊75%Data
Strong 126% profit margin · 6.2% dividend yield · Revenue down 27% YoY
FT
+0.0 · +0.00%
USD · NYSE
Franklin Universal Closed Fund | Financial Services
Dividend King
Market Cap:207.34M
ℹ️
Reward Rating
53
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
49
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on FT to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Franklin Universal Closed Fund?

Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc.

FT · Verdict

Moderate reward · moderate risk

FT stands out on profitability and cash flow, but watch the balance sheet signal.

Based on 88% data coverage

FT · Verdict

What’s working & what to watch

Strengths 3

  • Profitability72/100

    101% net margin · 9% ROE

  • Cash flow70/100

    55% free-cash-flow margin

  • Volatility65/100

    Above average

Watchouts 2

  • Balance sheet29/100

    Net debt/EBITDA 2.6×

  • Valuation43/100

    Below average

Model-based scoring. For information only — not financial advice.

What is Franklin Universal Closed Fund?

Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. The company is listed on the NYSE in USA, operating in the Financial Services sector, with a market capitalisation of 207.34M, and a P/E ratio of 10.7x.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Strong margins and consistent earnings support financial stability.
⚠️ Risk
Risk profile appears balanced versus broad market conditions.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (53)

The scoring profile indicates limited reward potential at this time, with profitability and growth offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap207.34M
P/E Ratio10.7143
Dividend Yield6.20%
52 Week High8.3065
52 Week Low6.3157
Last AnnualAugust
IPO Date6/30/1989
IncorporatedUSA
Shares Outstanding25M
No. of EmployeesN/A
IndustryAsset Management
ExchangeNYSE
Beta0.708
CurrencyUSD
Websitewww.franklintempleton.com/retail/jsp_app/p
openbook

Stock research for everyday UK investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.