Morningstar

Elfun Trusts ELFNX

Medalist Rating as of Sep 30, 2026 See State Street Investment Hub

Strategy

The investment seeks long-term growth of capital and future income rather than current income. The fund seeks to achieve its investment objectives by investing in equity securities of U.S. companies. The adviser considers a company to be a U.S. company if it generates at least 50% of its revenues or profits from business activities in the U.S., has at least 50% of its assets situated in the U.S. or has the principal trading market for its securities in the U.S.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ELFNX	Elfun Trusts	No Load	Open			May 27, 1935	$4.57B	0.170%	Low	$500	−$312.22M

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