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FRANKLIN UNIVERSAL TRUST

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SAN MATEO CA Trust Mutual Fund
Franklin Universal Trust is based out of San Mateo. Franklin Universal Trust (the Fund) is a closed-end investment company. The Fund���s primary investment objective is to provide high current income consistent with preservation of capital. Its secondary objective is growth of income through dividend increases and capital appreciation. It invests primarily in two asset classes: high-yield bonds and utility stocks. The Fund���s portfolio includes corporate bonds, utilities common stocks, natural resources common stocks, senior floating rate interests and short-term investments. The Fund invests in senior secured corporate loans that pay interest at rates which are periodically reset by reference to a base lending rate plus a spread. The Fund may invest in the Institutional Fiduciary Trust Money Market Portfolio (Sweep Money Fund), an open-ended investment company managed by the Fund���s investment adviser. The Fund���s investment manager is Franklin Advisers, Inc. Its administrative manager is Franklin Templeton Services, LLC.Whalewisdom has at least 9 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor.

Contact Info

Contact information is taken directly from publicly disclosed SEC filings.

FRANKLIN UNIVERSAL TRUST
ONE FRANKLIN PARKWAY
SAN MATEO CA    94403-1906

Business Phone: 650-312-2000

Recent SEC Filings

Filing Date
NPORT-P 2024-04-23
DEF 14A 2024-02-06
NPORT-P 2024-01-17
40-17G 2023-12-21
N-CEN 2023-11-14
N-CSR 2023-10-31
NPORT-P 2023-10-23
4 2023-09-19
N-PX 2023-08-28
NPORT-P 2023-07-18