Elfun Trusts Elfun Fund Quote
| ELFNX Fund | USD 88.20 1.40 1.61% |
PerformanceVery Weak
| Odds Of DistressLow
|
Elfun Trusts is trading at 88.20 as of the 2nd of March 2025; that is 1.61 percent up since the beginning of the trading day. The fund's open price was 86.8. Elfun Trusts has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 7th of March 2024 and ending today, the 2nd of March 2025. Click here to learn more.
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 percent of its revenues or profits from business activities in the U.S., has at least 50 percent of its assets situated in the U.S. More on Elfun Trusts Elfun
Moving together with Elfun Mutual Fund
Elfun Mutual Fund Highlights
| Fund Concentration | State Street Global Advisors Funds, Large Blend Funds, Large Blend, State Street Global Advisors, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Elfun Trusts Elfun [ELFNX] is traded in USA and was established 2nd of March 2025. Elfun Trusts is listed under State Street Global Advisors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of State Street Global Advisors family. This fund currently has accumulated 2.94 B in assets under management (AUM) with minimum initial investment of 500. Elfun Trusts Elfun is currently producing year-to-date (YTD) return of 1.34% with the current yeild of 0.01%, while the total return for the last 3 years was 14.65%.
Check Elfun Trusts Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Elfun Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Elfun Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Elfun Trusts Elfun Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Elfun Trusts Elfun Mutual Fund Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| CHTR | Charter Communications | Stock | Communication Services | |
| SPGI | SP Global | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| URI | United Rentals | Stock | Industrials | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PEP | PepsiCo | Stock | Consumer Staples |
Elfun Trusts Elfun Risk Profiles
| Mean Deviation | 0.8082 | |||
| Standard Deviation | 1.44 | |||
| Variance | 2.08 | |||
| Risk Adjusted Performance | (0.06) |
Elfun Trusts Against Markets
Other Information on Investing in Elfun Mutual Fund
Elfun Trusts financial ratios help investors to determine whether Elfun Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Elfun with respect to the benefits of owning Elfun Trusts security.
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