Elfun Diversified Fund (ELDFX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to ELDFX

ELDFX charges 0.33% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ELDFX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	ELDFX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	ELDFX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	ELDFX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	ELDFX vs BWBIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	ELDFX vs FYMIX

Best Risk-Adjusted Alternatives to ELDFX

Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	ELDFX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	ELDFX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	ELDFX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	ELDFX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	ELDFX vs PMAIX

Top Performing ELDFX Alternatives (YTD)

ELDFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	ELDFX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	ELDFX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	ELDFX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	ELDFX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	ELDFX vs CONWX

Lowest Volatility Alternatives to ELDFX

ELDFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	ELDFX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	ELDFX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	ELDFX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	ELDFX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	ELDFX vs SICIX

Lowest Drawdown Alternatives to ELDFX

ELDFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	ELDFX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	ELDFX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	ELDFX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	ELDFX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	ELDFX vs SICIX

Other Mutual Funds from State Street

Most popular State Street mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	46	-7.05%	Sep 17, 2014	ELDFX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	30	-7.09%	Dec 30, 1992	ELDFX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	44	-7.05%	Aug 11, 2014	ELDFX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	82	-0.63%	Sep 17, 2014	ELDFX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	34	-9.40%	May 27, 1935	ELDFX vs ELFNX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	39	-8.81%	Dec 31, 1979	ELDFX vs SSAQX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	59	-0.18%	Sep 19, 2014	ELDFX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	82	-0.66%	Sep 17, 2014	ELDFX vs SSGJX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	36	-0.77%	Jan 1, 1980	ELDFX vs ELFTX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	-2.15%	Sep 29, 2014	ELDFX vs SSBWX

Often Compared With ELDFX

What investors most often compare with ELDFX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	ELDFX vs QQQ
EKBAX	Allspring Diversified Capital Builder Fund	Diversified Portfolio	90	4.55%	Jan 19, 1998	ELDFX vs EKBAX
MAANX	Mutual of America Aggressive Allocation Fund	Diversified Portfolio	44	-3.18%	Nov 29, 2021	ELDFX vs MAANX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	93	7.48%	Nov 3, 2009	ELDFX vs TPDAX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	12	5.17%	Dec 30, 1999	ELDFX vs WWWEX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	26	-0.76%	Aug 8, 2013	ELDFX vs QBDSX

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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Elfun Diversified Fund

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