Both ACSYX and GSFTX are mutual funds. ACSYX has a higher expense ratio than GSFTX (1.55% vs 0.65%). Below is the comparison between ACSYX and GSFTX.
ACSYX | GSFTX | |
---|---|---|
Security Type | Mutual fund | Mutual fund |
Finny Score | N/A | 60 |
Category | Large Value | Large Value |
Family | Invesco | Columbia Threadneedle |
Net Assets | $93.17M | $17.25B |
Expense Ratio | 1.55% | 0.65% |
Management Style | active | active |
30-Day Yield | 0.93% | 1.74% |
Minimum Investment | $1,000 | N/A |
YTD Return | N/A | 3.12% |
1-Year Return | N/A | 11.56% |
3-Year Return | N/A | 11.81% |
5-Year Return | N/A | 8.75% |
10-Year Return | N/A | 10.54% |
ACSYX
ACSYX description
The Fund seeks capital growth and income by investing primarily in equity securities, including common and preferred stocks and securities convertible into common and preferred stocks. The Fund emphasizes a value style of investing seeking well-established, undervalued companies.
ACSYX performance & returns
YTD Return | N/A |
1-Month Return | N/A |
3-Month Return | N/A |
1-Year Return | N/A |
3-Year Return | N/A |
5-Year Return | N/A |
10-Year Return | N/A |
ACSYX holdings
Top 10 Holdings (23.98% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Meta Platforms Inc Class A | META | 2.93% |
Philip Morris International Inc | PM | 2.66% |
Wells Fargo & Co | WFC | 2.44% |
Microsoft Corp | MSFT | 2.43% |
Chevron Corp | CVX | 2.39% |
Bank of America Corp | BAC | 2.29% |
Cisco Systems Inc | CSCO | 2.24% |
Elevance Health Inc | ELV | 2.23% |
FedEx Corp | FDX | 2.20% |
American International Group Inc | AIG | 2.17% |
ACSYX pros
None that we could think of.ACSYX cons
The following are ACSYX weaknesses from our perspective:
- ACSYX net assets are $93.17 million. This fund is not a popular choice with retail investors.
- ACSYX expense ratio is 1.55%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
- Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 1.0000514964%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
Other relevant ACSYX comparisons
You may also want to check out the following ACSYX comparisons that investors often look for on Finny
- ACSYX vs DODGX
- ACSYX vs AWSHX
- ACSYX vs AMRMX
- ACSYX vs GSFTX
- ACSYX vs MADVX
- ACSYX vs PRFDX
- ACSYX vs NBPIX
- ACSYX vs SFLNX
- ACSYX vs DHLRX
- ACSYX vs FEQIX
GSFTX
GSFTX description
null
GSFTX performance & returns
YTD Return | 3.12% |
1-Month Return | -1.12% |
3-Month Return | 0.91% |
1-Year Return | 11.56% |
3-Year Return | 11.81% |
5-Year Return | 8.75% |
10-Year Return | 10.54% |
GSFTX holdings
Top 10 Holdings (26.98% of Total Assets)
GSFTX pros
The following are GSFTX strengths from our perspective:
- GSFTX 3-year return is 11.52%, which is in line with the 3-year return of the benchmark index (Russell 1000 TR USD), 11.93%.
- GSFTX 10-year return is 10.9%, which is in line with the 10-year return of the benchmark index (Russell 1000 TR USD), 10.95%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
Other relevant GSFTX comparisons
You may also want to check out the following GSFTX comparisons that investors often look for on Finny
- GSFTX vs DODGX
- GSFTX vs AWSHX
- GSFTX vs AMRMX
- GSFTX vs MADVX
- GSFTX vs PRFDX
- GSFTX vs NBPIX
- GSFTX vs SFLNX
- GSFTX vs DHLRX
- GSFTX vs FEQIX
- GSFTX vs DSEEX