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BEGIX vs GSFTX

Both BEGIX and GSFTX are mutual funds. BEGIX has a higher 5-year return than GSFTX (15.14% vs 13.75%). BEGIX has a higher expense ratio than GSFTX (0.77% vs 0.69%). Below is the comparison between BEGIX and GSFTX.

BEGIX GSFTX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Sterling Capital Funds Columbia Threadneedle
Net Assets $1.59B $16.64B
Expense Ratio 0.77% 0.69%
Management Style active active
Dividend Yield 1.28% 1.46%
Minimum Investment $1,000,000.00 N/A
YTD Return 17.00% 15.49%
1-Year Return 3.95% 2.68%
3-Year Return 15.37% 14.72%
5-Year Return 15.14% 13.75%
10-Year Return 12.04% 13.13%

BEGIX description

The Fund seeks capital growth and current income. To pursue its investment objective, under normal market conditions, the Fund invests at least 80% of its net assets, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates.

BEGIX performance & returns

YTD Return 17.00%
1-Month Return 1.21%
3-Month Return 3.95%
1-Year Return 3.95%
3-Year Return 15.37%
5-Year Return 15.14%
10-Year Return 12.04%
BEGIX expense ratio is 0.77%.

BEGIX holdings

Top 10 Holdings (41.29% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.68%
Abbott Laboratories ABT 4.52%
United Parcel Service Inc Class B UPS 4.47%
The Home Depot Inc HD 4.41%
Accenture PLC Class A ACN 4.26%
Analog Devices Inc ADI 3.90%
Verizon Communications Inc VZ 3.81%
Merck & Co Inc MRK 3.81%
Anthem Inc ANTM 3.78%
Discover Financial Services DFS 3.65%

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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 15.49%
1-Month Return 0.83%
3-Month Return 2.68%
1-Year Return 2.68%
3-Year Return 14.72%
5-Year Return 13.75%
10-Year Return 13.13%
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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