Franklin Universal Trust

FT

Portfolio

Aug 31, 2022
  • Bond74.72%
  • Stock49.03%
  • Cash6.11%
  • Convertible0.90%

Morningstar style box

Aug 31, 2022

Current style: Large Value

Large
Mid
Small
25%
26%
0%
11%
36%
0%
1%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9

Top Holdings

Aug 31, 2022
Top 10 Holdings Weight: 30.8%
Top Holdings · Last Updated: Aug 31, 2022
Name/codeWeightTypeIndustryStylePriceChange %Market Cap
1
Franklin IFT Money Market
Franklin IFT Money Market
4.91%——————
4.82%EquityUtilitiesLarge Blend———
3.66%EquityUtilitiesLarge Value———
3.21%EquityUtilitiesLarge Value———
2.62%EquityUtilitiesLarge Blend———
2.59%EquityUtilitiesLarge Value———
2.43%EquityUtilitiesLarge Value———
2.40%EquityUtilitiesLarge Value———
2.11%EquityUtilitiesLarge Value———
2.01%EquityUtilitiesLarge Value———