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Elfun Tax-Exempt Income ELFTX

Quantitative rating as of
  • NAV / 1-Day Return 10.34  /  0.01 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Muni National Long
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 3.71%
  • Effective Duration

Morningstar’s Analysis ELFTX

Will ELFTX outperform in future?

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

Summary

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Elfun Tax-Exempt Income's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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