Elfun Diversified Fund (ELDFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ELDFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ELDFX
ELDFX charges 0.33% annually. There are 104 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ELDFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ELDFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ELDFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ELDFX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ELDFX vs BWBIX |
Best Risk-Adjusted Alternatives to ELDFX
ELDFX has a PortfoliosLab risk / return rank of 66. There are 207 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ELDFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ELDFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ELDFX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 | ELDFX vs EKBAX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | ELDFX vs FIQDX |
Top Performing ELDFX Alternatives (YTD)
ELDFX is at 7.28% YTD. There are 222 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 37.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 37.09% | — | Jan 1998 | ELDFX vs EKBAX | |
| Greenspring Fund | 21.22% | — | Jun 1983 | ELDFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | ELDFX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | ELDFX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 17.17% | — | Dec 2019 | ELDFX vs BLNDX |
Lowest Volatility Alternatives to ELDFX
ELDFX has 8.12% 1-year volatility. There are 264 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | ELDFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | ELDFX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | ELDFX vs SICIX | |
| Ave Maria Bond Fund | 2.92% | — | Apr 2003 | ELDFX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | ELDFX vs CSTAX |
Lowest Drawdown Alternatives to ELDFX
ELDFX has a 1-year max drawdown of -6.92%. There are 342 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ELDFX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | ELDFX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | ELDFX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | ELDFX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | ELDFX vs FSRRX |
Other Mutual Funds from State Street
The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 5 categories.
Often Compared With ELDFX
Investors most often compare ELDFX with QQQ, BERIX, IOEZX. These 18 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare ELDFX with Any Fund or Stock
Compare ELDFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ELDFX with funds that move differently
Elfun Diversified Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ELDFX.
Explore ELDFX Diversifiers