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
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.94B	Dec 2017	ELFNX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	ELFNX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	ELFNX vs VIGIX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	ELFNX vs TILIX

Best Risk-Adjusted Alternatives to ELFNX

ELFNX has a PortfoliosLab risk / return rank of 33. There are 125 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	91	92.00B	Nov 1984	ELFNX vs VPMCX
CHAIX	Chase Growth Fund Institutional Class	90	—	Jan 2007	ELFNX vs CHAIX
CHASX	Chase Growth Fund	89	—	Dec 1997	ELFNX vs CHASX
ONERX	One Rock Fund	89	—	Mar 2020	ELFNX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	—	Nov 2013	ELFNX vs FCGSX

Top Performing ELFNX Alternatives (YTD)

ELFNX is at 7.25% YTD. There are 210 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	61.33%	—	Mar 2020	ELFNX vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	29.02%	—	Feb 2004	ELFNX vs RYGRX
IOLZX	ICON Equity Fund	28.44%	—	Oct 2002	ELFNX vs IOLZX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	27.33%	—	Feb 2017	ELFNX vs FUMIX
CHASX	Chase Growth Fund	26.84%	—	Dec 1997	ELFNX vs CHASX

Lowest Volatility Alternatives to ELFNX

ELFNX has 13.10% 1-year volatility. There are 31 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.86%	—	Sep 2019	ELFNX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.73%	—	Jan 2005	ELFNX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	10.02%	—	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...	10.65%	—	Sep 2018	ELFNX vs GQEPX

Lowest Drawdown Alternatives to ELFNX

ELFNX has a 1-year max drawdown of -11.40%. There are 80 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	11.34%	—	Sep 2014	ELFNX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	79	10.79%	—	Dec 1992	ELFNX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	11.34%	—	Aug 2014	ELFNX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	61	13.12%	—	Sep 2014	ELFNX vs SSGVX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	21	0.15%	—	Sep 2014	ELFNX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	60	13.05%	—	Sep 2014	ELFNX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	80	13.10%	—	May 2015	ELFNX vs SSHQX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	42	8.26%	—	Dec 1979	ELFNX vs SSAQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	14	-0.38%	—	Dec 1984	ELFNX vs EINFX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	77	1.72%	—	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	63	18.49%	182.11M	Jan 2020	ELFNX vs STLG
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	90	1.73%	70.50B	Oct 2012	ELFNX vs VTAPX
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	66	11.34%	—	Oct 1996	ELFNX vs NOSIX
QGRO	American Century U.S. Quality Growth ETF	Large Cap Growth Equities	19	1.77%	2.03B	Sep 2018	ELFNX vs QGRO
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	36	8.81%	—	Jul 1924	ELFNX vs MITTX
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	ELFNX vs VOO
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	65	11.33%	1.70T	Nov 2000	ELFNX vs VFIAX
FDESX	Fidelity Advisor Diversified Stock Fund Class O	Large Cap Growth Equities	52	13.49%	—	Jul 1970	ELFNX vs FDESX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	64	11.83%	2.30T	Nov 2000	ELFNX vs VTSAX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	66	10.96%	2.30T	May 2001	ELFNX vs VTI
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	24	7.71%	393.80B	Nov 2000	ELFNX vs VIGAX
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	22	10.05%	—	Jan 1988	ELFNX vs EGLBX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	80	20.02%	—	Mar 2001	ELFNX vs ANFFX
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	65	8.54%	—	Sep 2014	ELFNX vs SSCJX
ATVPX	Alger 35 Fund	Large Cap Growth Equities	54	17.57%	—	Mar 2018	ELFNX vs ATVPX
ELDFX	Elfun Diversified Fund	Diversified Portfolio	63	7.10%	—	Jan 1988	ELFNX vs ELDFX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	44	15.75%	—	Aug 2015	ELFNX vs SSMKX
SUSIX	State Street Institutional U.S. Equity Fund	Large Cap Blend Equities	42	8.21%	—	Nov 1997	ELFNX vs SUSIX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	21	0.15%	—	Sep 2014	ELFNX vs SSFDX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	81	6.34%	—	Sep 2014	ELFNX vs SSBRX

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