ELDFX Alternatives & Similar Mutual Funds

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 107 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	ELDFX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	ELDFX vs PALDX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	64.10B	Dec 2000	ELDFX vs VBAIX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	ELDFX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	ELDFX vs FYMIX

Best Risk-Adjusted Alternatives to ELDFX

ELDFX has a PortfoliosLab risk / return rank of 66. There are 246 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	ELDFX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	ELDFX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	ELDFX vs NWQIX
FMUAX	Federated Hermes Municipal and Stock Advantage Fun...	94	—	Sep 2003	ELDFX vs FMUAX
AYBLX	Pioneer Balanced ESG Fund	93	—	Dec 1991	ELDFX vs AYBLX

Top Performing ELDFX Alternatives (YTD)

ELDFX is at 7.24% YTD. There are 247 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	30.31%	—	Jan 1998	ELDFX vs EKBAX
GRSPX	Greenspring Fund	19.30%	—	Jun 1983	ELDFX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	18.84%	—	Aug 1998	ELDFX vs MHELX
IOEZX	ICON Equity Income Fund	18.66%	—	May 2004	ELDFX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.85%	—	Dec 2002	ELDFX vs TIBIX

Lowest Volatility Alternatives to ELDFX

ELDFX has 8.73% 1-year volatility. There are 277 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	ELDFX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.82%	—	Nov 2003	ELDFX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.87%	—	Apr 2012	ELDFX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	ELDFX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	ELDFX vs CSTAX

Lowest Drawdown Alternatives to ELDFX

ELDFX has a 1-year max drawdown of -6.92%. There are 340 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	ELDFX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	ELDFX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	ELDFX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	ELDFX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	ELDFX vs CSTAX

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	69	11.30%	—	Sep 2014	ELDFX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	82	11.23%	—	Dec 1992	ELDFX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	67	11.31%	—	Aug 2014	ELDFX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	67	13.60%	—	Sep 2014	ELDFX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	34	7.79%	—	May 1935	ELDFX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	29	0.22%	—	Sep 2014	ELDFX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	65	13.53%	—	Sep 2014	ELDFX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	83	13.63%	—	May 2015	ELDFX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	21	-0.27%	—	Dec 1984	ELDFX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	44	8.53%	—	Dec 1979	ELDFX vs SSAQX

Often Compared With ELDFX

Investors most often compare ELDFX with QQQ, BERIX, ELFTX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QQQ	Invesco QQQ ETF	Nasdaq-100	53	15.19%	481.14B	Mar 1999	ELDFX vs QQQ
BERIX	Chartwell Income Fund	Diversified Portfolio	70	2.65%	—	Sep 1987	ELDFX vs BERIX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	80	1.52%	—	Jan 1980	ELDFX vs ELFTX
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	67	7.45%	—	Apr 2012	ELDFX vs SIFAX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	75	7.60%	—	Sep 2014	ELDFX vs SSBWX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	16	3.78%	—	Dec 2017	ELDFX vs BWBIX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	4	5.85%	—	Dec 1999	ELDFX vs WWWEX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	5	-0.38%	—	Aug 2013	ELDFX vs QBDSX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	54	7.01%	—	Nov 2009	ELDFX vs TPDAX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	79	6.62%	—	Dec 1987	ELDFX vs CONWX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	89	12.00%	—	Dec 2010	ELDFX vs PUDZX
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	62	9.80%	—	Jul 2007	ELDFX vs AAAAX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	87	6.34%	—	Oct 2018	ELDFX vs FIQDX
SPAXX	Fidelity Government Money Market Fund	Money Market	—	1.64%	437.41B	Feb 1990	ELDFX vs SPAXX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.97%	—	Sep 2005	ELDFX vs FCSRX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	87	6.56%	—	Dec 2011	ELDFX vs PMAIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	87	6.43%	—	Sep 2005	ELDFX vs FSRKX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	92	7.68%	—	Sep 2005	ELDFX vs FSRRX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	83	13.59%	—	Dec 2019	ELDFX vs BLNDX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	86	6.47%	—	Sep 2005	ELDFX vs FSIRX

Compare ELDFX with Any Fund or Stock

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

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Diversifiers

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

Elfun Diversified Fund (ELDFX) Alternatives