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ARTLX vs GSFTX

Both ARTLX and GSFTX are mutual funds. ARTLX has a lower 5-year return than GSFTX (14.25% vs 14.57%). ARTLX has a higher expense ratio than GSFTX (1.08% vs 0.69%). Below is the comparison between ARTLX and GSFTX.

ARTLX GSFTX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Artisan Columbia Threadneedle
Net Assets $107.60M $16.36B
Expense Ratio 1.08% 0.69%
Management Style active active
Dividend Yield 0.36% 1.50%
Minimum Investment $1,000.00 N/A
YTD Return 21.64% 15.39%
1-Year Return 9.65% 9.09%
3-Year Return 13.74% 14.70%
5-Year Return 14.25% 14.57%
10-Year Return 11.82% 13.45%

ARTLX description

The Fund seeks maximum long-term capital growth. The Fund invests in common stocks and other equity securities of larger U.S. companies. In addition, the Fund may invest up to 25% of its net assets at market value at the time of purchase in common stocks and other equity securities of non-U.S. companies.

ARTLX performance & returns

YTD Return 21.64%
1-Month Return 3.38%
3-Month Return 9.65%
1-Year Return 9.65%
3-Year Return 13.74%
5-Year Return 14.25%
10-Year Return 11.82%
ARTLX expense ratio is 1.08%.

ARTLX holdings

Top 10 Holdings (41.37% of Total Assets)

Name Symbol % Assets
Alphabet Inc Class C GOOG 6.24%
FedEx Corp FDX 5.49%
Berkshire Hathaway Inc Class B BRK.B 5.03%
Comcast Corp Class A CMCSA 4.40%
Booking Holdings Inc BKNG 4.20%
AutoNation Inc AN 3.47%
Goldman Sachs Group Inc GS 3.16%
Fresenius Medical Care AG & Co. KGaA FME.DE 3.16%
E*TRADE Financial Corp N/A 3.16%
Samsung Electronics Co Ltd Participating Preferred 005935.KS 3.06%

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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 15.39%
1-Month Return 1.51%
3-Month Return 9.09%
1-Year Return 9.09%
3-Year Return 14.70%
5-Year Return 14.57%
10-Year Return 13.45%
GSFTX expense ratio is 0.69%.

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

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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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