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 11 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	ELFNX vs VIGIX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	ELFNX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	ELFNX vs FSPGX
VRGWX	Vanguard Russell 1000 Growth Index Fund Institutio...	0.05%	—	Dec 2010	ELFNX vs VRGWX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	378.80B	Nov 2000	ELFNX vs VIGAX

Best Risk-Adjusted Alternatives to ELFNX

ELFNX has a PortfoliosLab risk / return rank of 27. There are 113 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
DNVYX	Davis New York Venture Fund Class Y	90	—	Feb 1969	ELFNX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	ELFNX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	ELFNX vs VHCAX
CHASX	Chase Growth Fund	82	—	Dec 1997	ELFNX vs CHASX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	ELFNX vs FDSSX

Top Performing ELFNX Alternatives (YTD)

ELFNX is at 5.44% YTD. There are 168 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.

Symbol	Name	YTD Return	AUM	Inception
IOLZX	ICON Equity Fund	28.40%	—	Oct 2002	ELFNX vs IOLZX
CHASX	Chase Growth Fund	22.47%	—	Dec 1997	ELFNX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.42%	—	Jan 2007	ELFNX vs CHAIX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	20.70%	—	Feb 2017	ELFNX vs FUMIX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	20.64%	96.10B	Nov 1984	ELFNX vs VPMCX

Lowest Volatility Alternatives to ELFNX

ELFNX has 13.58% 1-year volatility. There are 37 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	ELFNX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.96%	—	Jan 2005	ELFNX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	ELFNX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	ELFNX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.57%	—	Sep 2018	ELFNX vs GQEPX

Lowest Drawdown Alternatives to ELFNX

ELFNX has a 1-year max drawdown of -11.40%. There are 77 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	63	9.34%	—	Sep 2014	ELFNX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	75	9.27%	—	Dec 1992	ELFNX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	ELFNX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	73	12.83%	—	Sep 2014	ELFNX vs SSGVX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	23	-0.34%	—	Sep 2014	ELFNX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	72	12.75%	—	Sep 2014	ELFNX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	86	14.70%	—	May 2015	ELFNX vs SSHQX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	67	8.10%	—	Sep 2014	ELFNX vs SSCNX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	-1.00%	—	Dec 1984	ELFNX vs EINFX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	86	5.13%	—	Sep 2014	ELFNX vs SSFNX

Often Compared With ELFNX

Investors most often compare ELFNX with STLG, VTAPX, NOSIX. These 20 comparison targets span 10 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	16.89%	182.11M	Jan 2020	ELFNX vs STLG
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	91	1.81%	71.10B	Oct 2012	ELFNX vs VTAPX
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	62	9.34%	—	Oct 1996	ELFNX vs NOSIX
QGRO	American Century U.S. Quality Growth ETF	Quality Factor, Large Cap Growth Equities	17	0.00%	1.95B	Sep 2018	ELFNX vs QGRO
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	39	8.24%	—	Jul 1924	ELFNX vs MITTX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	ELFNX vs VOO
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	63	9.33%	1.70T	Nov 2000	ELFNX vs VFIAX
FDESX	Fidelity Advisor Diversified Stock Fund Class O	Large Cap Growth Equities	44	10.46%	—	Jul 1970	ELFNX vs FDESX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	64	9.87%	2.30T	Nov 2000	ELFNX vs VTSAX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	67	10.49%	2.30T	May 2001	ELFNX vs VTI
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	79	0.18%	—	Jan 1980	ELFNX vs ELFTX
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	43	12.24%	—	Jan 1988	ELFNX vs EGLBX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	70	14.05%	—	Mar 2001	ELFNX vs ANFFX
ATVPX	Alger 35 Fund	Large Cap Growth Equities	30	10.89%	—	Mar 2018	ELFNX vs ATVPX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	35	6.53%	—	Dec 1979	ELFNX vs SSAQX
ELDFX	Elfun Diversified Fund	Diversified Portfolio	61	6.05%	—	Jan 1988	ELFNX vs ELDFX
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	65	7.48%	—	Sep 2014	ELFNX vs SSCJX
SUSIX	State Street Institutional U.S. Equity Fund	Large Cap Blend Equities	32	6.48%	—	Nov 1997	ELFNX vs SUSIX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	21	-0.34%	—	Sep 2014	ELFNX vs SSFDX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	82	6.02%	—	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.

Symbol name

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