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Elfun Diversified ELDFX

Quantitative rating as of | See State Street Investment Hub
  • NAV / 1-Day Return 18.12  /  0.88 %
  • Total Assets 177.5 Mil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.24%
  • Turnover 41%

Morningstar’s Analysis ELDFX

Will ELDFX outperform in future?

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

Summary

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Elfun Diversified’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group in November, moving from the Allocation--50% to 70% Equity category to the Allocation--70% to 85% Equity Morningstar Category.

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