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Morningstar

Elfun Income EINFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.98  /  0.41 %
  • Total Assets 163.1 Mil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.290%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 2.76%
  • Effective Duration —

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis EINFX

Will EINFX 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 EINFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the EINFX 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 EINFX’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 Income's upgrade to a Morningstar Quantitative Rating of Silver from Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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