Franklin Universal Trust Share Price & Technical Analysis

FT · $8.09 (+0.50%)

Financial Services / Asset Management

AI Score 44 · Weak

$8.09

+0.50%

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 utilit

Price chart

Seasonality

May has 3 positive and 2 negative years (last 5 years shown)

-1% return in May, 1% avg return in past 3 year May month.

3% return in 2026, 6% avg return in past 3 years.

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JanFebMarAprMayJunJulAugSepOctNovDecYr
261%4%-4%3%-1%3%
254%1%-1%-1%1%1%3%1%1%0%1%-1%11%
24-3%0%2%0%5%-1%3%4%4%-1%4%-6%9%
236%0%-1%-3%-3%0%4%-1%-7%-3%5%3%-1%
22-1%-5%1%-6%3%-6%3%5%-20%3%6%-4%-22%

Monthly return % by calendar month · historical pattern, not a forecast

AI snapshotScore 44/100

Weak · Emerging · Uptrend

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.

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Key metrics

Market cap

$202.81M

P/E ratio

6.21

52W high

$8.35

52W low

$7.37

Volume

28,677

Beta

0.67

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Frequently asked questions

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