Elfun Trusts ELFNX

Morningstar Medalist Rating
  • NAV / 1-Day Return$100.38  /  −0.62%
  • Fund Size$4.6B
  • Adjusted Expense Ratio0.170%
  • Net Expense Ratio0.170%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$500
  • Investment StatusOpen
  • TTM Yield0.76%
  • Turnover Ratio30%

Morningstar’s Analysis ELFNX

Will ELFNX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Elfun Trusts holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings ELFNX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings48.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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