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ACTIX vs AWSHX

Both ACTIX and AWSHX are mutual funds. Below is the comparison between ACTIX and AWSHX.

ACTIX AWSHX
Security Type ETF ETF
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Advisors Capital American Funds
Net Assets $200.00K $68.69B
Expense Ratio N/A 0.58%
Management Style active active
Dividend Yield N/A 1.60%
Minimum Investment $3,000.00 $1,000.00
YTD Return N/A 11.26%
1-Year Return N/A 8.94%
3-Year Return N/A 14.21%
5-Year Return N/A 14.45%
10-Year Return N/A 12.64%

ACTIX description

The Fund seeks total return with capital preservation as a secondary objective. The Fund invests at least 80% of its assets in fixed-income securities defined as fixed or floating rate cash equivalents, debt instruments, preferred stock, and exchange-traded funds that primarily invest in the preceding instruments.

ACTIX performance & returns

YTD Return N/A
1-Month Return 1.00%
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
ACTIX expense ratio is N/A.

ACTIX holdings

Top 10 Holdings (29.52% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 3.91%
Wells Fargo & Co WFC 3.12%
Cisco Systems Inc CSCO 3.08%
Chevron Corp CVX 3.03%
Johnson & Johnson JNJ 2.85%
Bank of America Corporation BAC 2.76%
Medtronic PLC MDT 2.75%
Oracle Corp ORCL 2.73%
Merck & Co Inc MRK 2.65%
Procter & Gamble Co PG 2.64%

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AWSHX description

The Fund seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The Fund invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

AWSHX performance & returns

YTD Return 11.26%
1-Month Return 5.24%
3-Month Return 8.94%
1-Year Return 8.94%
3-Year Return 14.21%
5-Year Return 14.45%
10-Year Return 12.64%
AWSHX expense ratio is 0.58%.

AWSHX holdings

Top 10 Holdings (30.96% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.95%
Broadcom Inc AVGO 4.74%
Comcast Corp Class A CMCSA 4.23%
UnitedHealth Group Inc UNH 3.26%
Johnson & Johnson JNJ 2.47%
Pfizer Inc PFE 2.25%
Marsh & McLennan Companies Inc MMC 2.12%
Intel Corp INTC 2.01%
Verizon Communications Inc VZ 2.00%
The Home Depot Inc HD 1.93%

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