EINFX Alternatives & Similar Mutual Funds

Elfun Income Fund (EINFX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EINFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to EINFX

EINFX charges 0.29% annually. There are 2 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	EINFX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	EINFX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	EINFX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	EINFX vs BCOIX
BCPIX	Brandes Core Plus Fixed Income Fund	0.30%	—	Dec 2007	EINFX vs BCPIX

Best Risk-Adjusted Alternatives to EINFX

EINFX has a PortfoliosLab risk / return rank of 14. There are 122 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	EINFX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	94	—	Jul 2010	EINFX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	92	—	Jul 2010	EINFX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	82	—	May 1999	EINFX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	76	—	Apr 1997	EINFX vs GUGAX

Top Performing EINFX Alternatives (YTD)

EINFX is at -0.27% YTD. There are 118 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.68%.

Symbol	Name	YTD Return	AUM	Inception
TNUIX	1290 Diversified Bond Fund	2.68%	—	Jul 2015	EINFX vs TNUIX
PGSIX	Putnam Mortgage Securities Fund	2.64%	—	Feb 1984	EINFX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.47%	—	May 1999	EINFX vs MDVAX
NPCT	Nuveen Core Plus Impact Fund	2.41%	—	Apr 2021	EINFX vs NPCT
HOBIX	Holbrook Income Fund Class I	2.22%	—	Jul 2016	EINFX vs HOBIX

Lowest Volatility Alternatives to EINFX

EINFX has 4.17% 1-year volatility. There are 107 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.12%	—	Jun 2017	EINFX vs AMFIX
ARINX	Archer Income Fund	1.80%	—	Mar 2011	EINFX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.96%	—	Jul 2010	EINFX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.02%	—	Jul 2016	EINFX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.02%	—	Jul 2010	EINFX vs LCTIX

Lowest Drawdown Alternatives to EINFX

EINFX has a 1-year max drawdown of -3.40%. There are 116 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	EINFX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	EINFX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	EINFX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	EINFX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	EINFX vs LCTIX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	65	9.78%	—	Sep 2014	EINFX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	82	9.71%	—	Dec 1992	EINFX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	9.78%	—	Aug 2014	EINFX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	71	15.66%	—	Sep 2014	EINFX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	31	3.81%	—	May 1935	EINFX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	21	0.33%	—	Sep 2014	EINFX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	70	15.59%	—	Sep 2014	EINFX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	77	13.44%	—	May 2015	EINFX vs SSHQX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	42	6.01%	—	Dec 1979	EINFX vs SSAQX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	73	1.62%	—	Jan 1980	EINFX vs ELFTX

Often Compared With EINFX

Investors most often compare EINFX with EBABX, JCPUX, SAVYX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	25	0.12%	—	Nov 2009	EINFX vs EBABX
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	34	0.89%	—	Feb 2005	EINFX vs JCPUX
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	28	0.52%	—	Mar 1996	EINFX vs SAVYX
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	24	0.18%	—	Nov 2016	EINFX vs PTKIX
PDBZX	PGIM Total Return Bond Fund Class Z	Intermediate Core-Plus Bond	23	0.38%	—	Jan 1997	EINFX vs PDBZX
HABYX	The Hartford Total Return Bond Fund	Intermediate Core-Plus Bond	21	0.18%	—	Jul 1996	EINFX vs HABYX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	7.46%	—	Sep 2014	EINFX vs SSBWX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	6	-1.52%	—	Mar 2016	EINFX vs ANBAX
PIOBX	Pioneer Bond Fund	Intermediate Core-Plus Bond	20	0.09%	—	Oct 1978	EINFX vs PIOBX
DLTNX	DoubleLine Total Return Bond Fund Class N	Intermediate Core-Plus Bond	16	-0.21%	—	Apr 2010	EINFX vs DLTNX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	19	1.53%	—	Jan 2004	EINFX vs AAIIX
JAFLX	Janus Henderson VIT Flexible Bond Portfolio	Intermediate Core-Plus Bond	20	0.15%	—	Sep 1993	EINFX vs JAFLX
GPINX	Guidepath Income Fund	Intermediate Core-Plus Bond	13	-0.48%	—	Apr 2018	EINFX vs GPINX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	18	0.15%	—	Aug 1987	EINFX vs ACGYX
UTBPX	UBS Multi Income Bond Fund	Intermediate Core-Plus Bond	38	1.31%	—	Dec 1972	EINFX vs UTBPX
PINCX	Putnam Income Fund	Intermediate Core-Plus Bond	32	0.92%	—	Nov 1954	EINFX vs PINCX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	24	0.21%	—	Nov 2011	EINFX vs GIBIX
TSHFX	Transamerica Asset Allocation Short Horizon	Intermediate Core-Plus Bond	38	1.31%	—	Sep 2000	EINFX vs TSHFX
IIBAX	Voya Intermediate Bond Fund	Intermediate Core-Plus Bond	14	0.18%	—	Dec 1998	EINFX vs IIBAX
DOXIX	Dodge & Cox Income Fund Class X	Intermediate Core-Plus Bond	26	0.45%	—	May 2022	EINFX vs DOXIX

Compare EINFX with Any Fund or Stock

Compare EINFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair EINFX with funds that move differently

Elfun Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EINFX.

Explore EINFX Diversifiers

Elfun Income Fund (EINFX) Alternatives