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Elfun Trusts ELFNX

Quantitative rating as of
  • NAV / 1-Day Return 63.10  /  1.41 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.180%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 1.18%
  • Turnover 26%

Morningstar’s Analysis ELFNX

Will ELFNX outperform in future?

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

Summary

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An incline in People Pillar rating is the primary driver of Elfun Trusts's upgrade to a Morningstar Quantitative Rating of Gold from Silver. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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