ELFNX Alternatives & Similar Mutual Funds

Elfun Trusts (ELFNX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ELFNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ELFNX

ELFNX charges 0.18% annually. There are 13 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	ELFNX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	ELFNX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.90B	Dec 2017	ELFNX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	ELFNX vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	393.80B	Nov 2000	ELFNX vs VIGAX

Best Risk-Adjusted Alternatives to ELFNX

ELFNX has a PortfoliosLab risk / return rank of 31. There are 140 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	95	92.00B	Nov 1984	ELFNX vs VPMCX
POGRX	PrimeCap Odyssey Growth Fund	94	—	Nov 2004	ELFNX vs POGRX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	92	31.20B	Nov 2001	ELFNX vs VHCAX
FOCKX	Fidelity OTC Portfolio Class K	90	—	May 2008	ELFNX vs FOCKX
FOCPX	Fidelity OTC Portfolio	90	—	Dec 1984	ELFNX vs FOCPX

Top Performing ELFNX Alternatives (YTD)

ELFNX is at 3.81% YTD. There are 275 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	69.44%	—	Mar 2020	ELFNX vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	35.24%	—	Feb 2004	ELFNX vs RYGRX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	32.63%	—	Feb 2017	ELFNX vs FUMIX
FTQGX	Fidelity Focused Stock Fund	32.36%	—	Nov 1996	ELFNX vs FTQGX
POGRX	PrimeCap Odyssey Growth Fund	31.65%	—	Nov 2004	ELFNX vs POGRX

Lowest Volatility Alternatives to ELFNX

ELFNX has 13.13% 1-year volatility. There are 33 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.42%	—	Sep 2019	ELFNX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.66%	—	Jan 2005	ELFNX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	9.84%	—	Dec 2015	ELFNX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.18%	—	Apr 2010	ELFNX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.42%	—	Sep 2018	ELFNX vs GQEPX

Lowest Drawdown Alternatives to ELFNX

ELFNX has a 1-year max drawdown of -11.40%. There are 81 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	ELFNX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	ELFNX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	ELFNX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	ELFNX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	ELFNX vs DNVYX

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	ELFNX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	82	9.71%	—	Dec 1992	ELFNX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	9.78%	—	Aug 2014	ELFNX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	71	15.66%	—	Sep 2014	ELFNX vs SSGVX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	21	0.33%	—	Sep 2014	ELFNX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	70	15.59%	—	Sep 2014	ELFNX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	77	13.44%	—	May 2015	ELFNX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	14	-0.27%	—	Dec 1984	ELFNX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	42	6.01%	—	Dec 1979	ELFNX vs SSAQX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	73	1.62%	—	Jan 1980	ELFNX vs ELFTX

Often Compared With ELFNX

Investors most often compare ELFNX with STLG, VTAPX, NOSIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
STLG	iShares Factors US Growth Style ETF	Large Cap Growth Equities	58	16.17%	182.11M	Jan 2020	ELFNX vs STLG
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	84	1.33%	70.50B	Oct 2012	ELFNX vs VTAPX
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	65	9.78%	—	Oct 1996	ELFNX vs NOSIX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	ELFNX vs VOO
QGRO	American Century U.S. Quality Growth ETF	Large Cap Growth Equities	18	0.33%	2.14B	Sep 2018	ELFNX vs QGRO
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	37	7.06%	—	Jul 1924	ELFNX vs MITTX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	65	9.77%	1.70T	Nov 2000	ELFNX vs VFIAX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	ELFNX vs VTSAX
FDESX	Fidelity Advisor Diversified Stock Fund Class O	Large Cap Growth Equities	62	14.41%	—	Jul 1970	ELFNX vs FDESX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	ELFNX vs VTI
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	25	10.35%	—	Jan 1988	ELFNX vs EGLBX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	87	23.96%	—	Mar 2001	ELFNX vs ANFFX
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	70	8.81%	—	Sep 2014	ELFNX vs SSCJX
ATVPX	Alger 35 Fund	Large Cap Growth Equities	57	20.61%	—	Mar 2018	ELFNX vs ATVPX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	81	6.10%	—	Sep 2014	ELFNX vs SSBRX
ELDFX	Elfun Diversified Fund	Diversified Portfolio	64	7.10%	—	Jan 1988	ELFNX vs ELDFX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	49	15.04%	—	Aug 2015	ELFNX vs SSMKX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	21	0.33%	—	Sep 2014	ELFNX vs SSFDX
SUSIX	State Street Institutional U.S. Equity Fund	Large Cap Blend Equities	42	6.02%	—	Nov 1997	ELFNX vs SUSIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	ELFNX vs SPY

Compare ELFNX with Any Fund or Stock

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

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Diversifiers

Pair ELFNX with funds that move differently

Elfun Trusts alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ELFNX.

Explore ELFNX Diversifiers

Elfun Trusts (ELFNX) Alternatives