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ACTIX vs GSFTX

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

ACTIX GSFTX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Advisors Capital Columbia Threadneedle
Net Assets $10.40M $16.83B
Expense Ratio N/A 0.67%
Management Style active active
Dividend Yield N/A 1.55%
Minimum Investment $3,000.00 N/A
YTD Return N/A 18.68%
1-Year Return -0.98% 2.04%
3-Year Return N/A 15.54%
5-Year Return N/A 14.95%
10-Year Return N/A 13.91%

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 -1.17%
3-Month Return -0.98%
1-Year Return -0.98%
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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GSFTX description

The Fund seeks total return, consisting of current income and capital appreciation. Normally, the Fund invests at least 80% of its net assets in a diversified portfolio of income-producing equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities.

GSFTX performance & returns

YTD Return 18.68%
1-Month Return 0.72%
3-Month Return 2.04%
1-Year Return 2.04%
3-Year Return 15.54%
5-Year Return 14.95%
10-Year Return 13.91%
GSFTX expense ratio is 0.67%.

GSFTX holdings

Top 10 Holdings (28.48% of Total Assets)

Name Symbol % Assets
Columbia Short-Term Cash N/A 4.02%
Microsoft Corp MSFT 3.86%
Johnson & Johnson JNJ 3.31%
Apple Inc AAPL 2.77%
The Home Depot Inc HD 2.61%
Merck & Co Inc MRK 2.56%
JPMorgan Chase & Co JPM 2.49%
Union Pacific Corp UNP 2.38%
Lockheed Martin Corp LMT 2.30%
Procter & Gamble Co PG 2.18%

Other relevant GSFTX comparisons

You may also want to check out the following GSFTX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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