Franklin Universal Closed Fund (FT) — Long-term Investment Intensity
Franklin Universal Closed Fund (FT) has a Long-term Investment Intensity of 98.4% as of February 2025. Long-term investments of $264.80 Million represent 98.4% of total assets of $268.97 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check asset resilience ratio of Franklin Universal Closed Fund to evaluate the company's liquid asset resilience ratio.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Franklin Universal Closed Fund Long-term Investment Intensity (2007–2024)
This chart shows how Franklin Universal Closed Fund's Long-term Investment Intensity has evolved across 14 annual periods from 2007 to 2024. As of February 2025, the intensity stands at 98.4%, reflecting long-term investments of $264.80 Million against total assets of $268.97 Million USD. For the complete balance sheet picture, see Franklin Universal Closed Fund assets under control.
Annual Long-term Investment Intensity for Franklin Universal Closed Fund (2007–2024)
The table below presents the year-by-year Long-term Investment Intensity for Franklin Universal Closed Fund from 2007 to 2024, covering 14 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read debt load of Franklin Universal Closed Fund for a breakdown of total debt and financial obligations.
| Year | LT Investment Intensity | LT Investments (USD) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2024 | 98.8% | $263.75 Million | $266.93 Million | ▲ +0.1 pp |
| 2023 | 98.7% | $248.23 Million | $251.48 Million | ▲ +0.8 pp |
| 2022 | 97.9% | $264.07 Million | $269.82 Million | ▼ -0.5 pp |
| 2021 | 98.4% | $287.51 Million | $292.22 Million | ▲ +0.3 pp |
| 2020 | 98.1% | $266.40 Million | $271.56 Million | ▼ -0.4 pp |
| 2019 | 98.5% | $278.22 Million | $282.46 Million | ▼ -0.2 pp |
| 2018 | 98.7% | $263.53 Million | $266.88 Million | ▲ +0.0 pp |
| 2017 | 98.7% | $264.53 Million | $268.01 Million | ▲ +0.0 pp |
| 2016 | 98.7% | $250.27 Million | $253.65 Million | ▲ +0.4 pp |
| 2015 | 98.3% | $235.92 Million | $240.02 Million | ▼ -0.2 pp |
| 2014 | 98.5% | $266.92 Million | $270.96 Million | ▲ +0.4 pp |
| 2009 | 98.1% | $186.68 Million | $190.30 Million | ▼ -0.1 pp |
| 2008 | 98.2% | $236.73 Million | $241.10 Million | ▲ +0.2 pp |
| 2007 | 97.9% | $242.32 Million | $247.40 Million | — |