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Elfun Diversified ELDFX

Quantitative rating as of
  • NAV / 1-Day Return 18.01  /  0.06 %
  • Total Assets 175.3 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 2.36%
  • 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 underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers. The strategy changed its peer group in November, moving to the Allocation--70% to 85% Equity Morningstar Category from the Allocation--50% to 70% Equity category.

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