Elfun Trusts (ELFNX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to ELFNX

ELFNX charges 0.18% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among ELFNX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	ELFNX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 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%	May 14, 1998	ELFNX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	ELFNX vs TILIX

Best Risk-Adjusted Alternatives to ELFNX

Among mutual funds in the Large Cap Growth Equities 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
ONERX	One Rock Fund	87	Mar 6, 2020	ELFNX vs ONERX
ADX	Adams Diversified Equity Fund, Inc.	83	Jan 2, 1990	ELFNX vs ADX
FCGSX	Fidelity Series Growth Company Fund	82	Nov 7, 2013	ELFNX vs FCGSX
BPTRX	Baron Partners Fund	81	Apr 30, 2003	ELFNX vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	81	Aug 17, 1999	ELFNX vs VTMGX

Top Performing ELFNX Alternatives (YTD)

ELFNX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.79%	Sep 28, 2018	ELFNX vs GQEPX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	ELFNX vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	ELFNX vs EFCNX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	-0.48%	Aug 17, 1999	ELFNX vs VTMGX
AMRGX	American Growth Fund Series One	-1.31%	Jul 31, 1958	ELFNX vs AMRGX

Lowest Volatility Alternatives to ELFNX

ELFNX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	ELFNX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.79%	Dec 29, 2015	ELFNX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	ELFNX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.43%	Sep 28, 2018	ELFNX vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	ELFNX vs PROVX

Lowest Drawdown Alternatives to ELFNX

ELFNX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	ELFNX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	ELFNX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.71%	Sep 28, 2018	ELFNX vs GQEPX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	ELFNX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	ELFNX vs BBLIX

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	ELFNX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	30	-7.09%	Dec 30, 1992	ELFNX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	44	-7.05%	Aug 11, 2014	ELFNX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	82	-0.63%	Sep 17, 2014	ELFNX vs SSGVX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	39	-8.81%	Dec 31, 1979	ELFNX vs SSAQX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	59	-0.18%	Sep 19, 2014	ELFNX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	82	-0.66%	Sep 17, 2014	ELFNX vs SSGJX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	36	-0.77%	Jan 1, 1980	ELFNX vs ELFTX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	-2.15%	Sep 29, 2014	ELFNX vs SSBWX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	38	-4.46%	Aug 12, 2015	ELFNX vs SSMKX

Often Compared With ELFNX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
STLG	iShares Factors US Growth Style ETF	Large Cap Growth Equities	67	-6.01%	Jan 14, 2020	ELFNX vs STLG
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	96	0.97%	Oct 16, 2012	ELFNX vs VTAPX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	ELFNX vs VOO
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	40	-7.06%	Oct 7, 1996	ELFNX vs NOSIX
QGRO	American Century STOXX U.S. Quality Growth ETF	Large Cap Growth Equities	36	-8.26%	Sep 10, 2018	ELFNX vs QGRO
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	25	-6.58%	Jul 15, 1924	ELFNX vs MITTX
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	46	-7.06%	Nov 13, 2000	ELFNX vs VFIAX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	ELFNX vs VTSAX
FDESX	Fidelity Advisor Diversified Stock Fund Class O	Large Cap Growth Equities	44	-5.66%	Jul 10, 1970	ELFNX vs FDESX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	ELFNX vs VTI
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	26	-13.83%	Nov 13, 2000	ELFNX vs VIGAX
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	18	-5.04%	Jan 4, 1988	ELFNX vs EGLBX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	74	-8.51%	Mar 15, 2001	ELFNX vs ANFFX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	58	1.63%	Nov 13, 2000	ELFNX vs VVIAX
ATVPX	Alger 35 Fund	Large Cap Growth Equities	74	-12.54%	Mar 29, 2018	ELFNX vs ATVPX
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	68	-2.91%	Sep 29, 2014	ELFNX vs SSCJX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	58	-0.18%	Sep 19, 2014	ELFNX vs SSFDX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	Global Equities	81	-0.64%	Sep 17, 2014	ELFNX vs SSGLX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	44	-0.61%	Jan 2, 1980	ELFNX vs SSASX
TLGAX	Timothy Plan Large/Mid Cap Growth Fund	Large Cap Growth Equities	42	-3.15%	Oct 5, 2000	ELFNX vs TLGAX

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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Elfun Trusts

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