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Franklin Universal Closed Fund

FT

Franklin Universal Closed Fund is a closed-end mutual fund that invests primarily in U.S. utility stocks and corporate bonds, aiming to provide high current income while preserving capital. It employs fundamental analysis for a diversified portfolio.

๐Ÿ’ฒ Financial Services NYSE Listed 1989 $ USD
$1,000 invested 30 years ago โ†’$7,547today

Score Overview

1 Year
Score
Net Growth248.85%
Net TrendGrew
Net Income Consistencyโ€”
Rev Growth96.12%
Rev TrendGrew
Revenue Consistencyโ€”
5 Years
Score6.0
Net Growth117.32%
Net Trend60%
Net Income Consistencyโ€”
Rev Growth18.19%
Rev Trend60%
Revenue Consistencyโ€”
10 Years
Score
Net Growth161.35%
Net Trend50%
Net Income Consistency
Rev Growth175.11%
Rev Trend60%
Revenue Consistency
20 Years
Score3.8
Net Growth6x
Net Trend56%
Net Income Consistency
Rev Growth120.28%
Rev Trend45%
Revenue Consistency
All Time
Score
Net Growth29x
Net Trend52%
Net Income Consistency
Rev Growth40.50%
Rev Trend44%
Revenue Consistency

Explore the 2021 public Archive ranking โ†’

Where Franklin Universal Closed Fund has ranked, year by year

Measure
Fundamentals Window

Showing 1 year ranking history by HDB Score.

Has not reached the top 50 on HDB Score in any year we have ranked.

  • FT

2003: 97.2% ยท 2021: 89.9% ยท free through 2021 ยท longest runs

Net Income x Stock Price

Historical Returns

Historical Returns
PeriodPriceReturn
Last Price2026-09-29
$ 7.05โ€”
1 Year2025-09-29
$ 7.50-5.97%
5 Years2021-09-29
$ 5.8021.52%
10 Years2016-09-29
$ 3.5897.19%
20 Years2006-09-29
$ 1.65328.49%
30 Years1996-09-27
$ 0.937x
All Time1989-06-30
$ 0.4316x

Prices are split & dividend adjusted. All values are reported in USD.

Fundamental Data

Reported in USD

Year
TTM$ 37M$ 67M$ 5M
2025$ 19M$ 19M$ 5M
2024$ 34M$ 34M$ 4M
2023-$ 3M-$ 3M$ 29.08K
2022-$ 6M-$ 7M$ 2M
2021$ 31M$ 30M$ 1M
2020-$ 944.55K-$ 1M$ 1M
2019$ 24M$ 24M$ 475.92K
2018$ 3M$ 3M$ 11M
2017$ 24M$ 23M$ 0.00
2016$ 13M$ 25M$ 0.00
2015$ 15M-$ 19M$ 0.00
2014$ 15M$ 30M
2013$ 15M$ 14M$ 19.00
2012$ 15M$ 26M
2011$ 15M$ 19M
2010$ 16M$ 29M$ 1M
2009$ 15M-$ 16M
2008$ 16M
2007$ 16M$ 20M$ 1M
2006$ 16M$ 11M$ 1M
2005$ 16M$ 29M
2004$ 16M$ 32M$ 500K
2003$ 17M$ 29M
2002$ 24M-$ 38M$ 300K
2001$ 26M-$ 2M$ 1M
FT - Franklin Universal Closed Fund logo

Franklin Universal Closed Fund fundamental performance

Between 2020 and 2025, revenue went from -$ 944.55K to $ 19M and net income went from -$ 1M to $ 19M. Revenue increased in 3 of those 5 years; net income in 3.

Between 2015 and 2025, revenue grew from $ 15M to $ 19M and net income went from -$ 19M to $ 19M. Revenue increased in 6 of those 10 years; net income in 5.

Franklin Universal Closed Fund currently holds a 20-year HDB Score of 3.8 out of 10. How the HDB Score is calculated.

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