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. See Franklin Universal Closed Fund (FT) net assets for net asset value and shareholders' equity analysis.
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. Also explore FT total asset value for the complete picture of this company's asset base.
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. For market capitalisation and broader financial context, see Franklin Universal Closed Fund (FT) total market value.
| 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 | — |