Morningstar

Elfun Tax-Exempt Income Fund ELFTX

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

Strategy

The investment seeks a high level of current interest income exempt from federal income taxation as is available from a concentration of investments in municipal bonds consistent with prudent investment management and the preservation of capital. The fund invests primarily in investment-grade municipal obligations. At least 80% of the fund's income is exempt from both regular federal income taxes and the federal alternative minimum tax. It will have an effective duration of 75% to 125% of the duration of the Bloomberg U.S. Municipal Bond Index. The fund also may invest to a lesser extent in tax-free or taxable money market instruments and may hold cash.

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
ELFTX	Elfun Tax-Exempt Income Fund	No Load	Open			Jan 2, 1980	$736.53M	0.220%	Low	$500	−$100.36M

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