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Morningstar

Elfun International Equity EGLBX

Morningstar Analyst Rating
Quantitative rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 22.73  /  0.18 %
  • Total Assets 166.6 Mil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 2.33%
  • Turnover 17%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis EGLBX

Will EGLBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EGLBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the EGLBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of EGLBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An incline in People Pillar rating is the primary driver of Elfun International Equity's upgrade to a Morningstar Quantitative Rating of Gold from Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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