Elfun Tax Exempt Income Fund (ELFTX) Alternatives

Elfun Tax Exempt Income Fund (ELFTX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ELFTX. 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 ELFTX

ELFTX charges 0.21% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among ELFTX alternatives.

Symbol	Name	Expense Ratio	Inception
LSMSX	Western Asset SMASh Series TF Fund	0.01%	Dec 22, 2015	ELFTX vs LSMSX
NMTRX	Nuveen Municipal Total Return Managed Accounts	0.05%	May 30, 2007	ELFTX vs NMTRX
FHMIX	Federated Hermes Conservative Municipal Microshort...	0.05%	Feb 2, 2021	ELFTX vs FHMIX
FSMUX	Strategic Advisers Municipal Bond Fund	0.06%	Jun 24, 2021	ELFTX vs FSMUX
FMBIX	Fidelity Municipal Bond Index Fund	0.07%	Jul 11, 2019	ELFTX vs FMBIX

Best Risk-Adjusted Alternatives to ELFTX

Among mutual funds in the Municipal Bonds 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
ATOIX	abrdn Ultra Short Municipal Income Fund	100	Dec 4, 2002	ELFTX vs ATOIX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	99	Apr 21, 2016	ELFTX vs TFCYX
APUSX	Cavanal Hill Ultra Short Tax-Free Income Fund	99	Dec 25, 2017	ELFTX vs APUSX
FHMIX	Federated Hermes Conservative Municipal Microshort...	99	Feb 2, 2021	ELFTX vs FHMIX
USMTX	JPMorgan Ultra-Short Municipal Fund	99	May 30, 2016	ELFTX vs USMTX

Top Performing ELFTX Alternatives (YTD)

ELFTX alternatives from the Municipal Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
NMI	Nuveen Municipal Income Fund, Inc.	6.43%	Apr 20, 1998	ELFTX vs NMI
NPV	Nuveen Virginia Quality Municipal Income Fund	4.12%	Mar 18, 1993	ELFTX vs NPV
NRK	Nuveen New York AMT Free Quality Municipal Income	3.25%	Nov 21, 2002	ELFTX vs NRK
MIY	BlackRock MuniYield Michigan Quality Fund	2.55%	Oct 30, 1992	ELFTX vs MIY
NQP	Nuveen Pennsylvania Quality Municipal Income	2.31%	Feb 21, 1991	ELFTX vs NQP

Lowest Volatility Alternatives to ELFTX

ELFTX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
DFSMX	DFA Short Term Municipal Bond Portfolio	0.68%	Aug 19, 2002	ELFTX vs DFSMX
USMSX	JPMorgan Ultra-Short Municipal Fund	0.69%	May 31, 2016	ELFTX vs USMSX
USMTX	JPMorgan Ultra-Short Municipal Fund	0.70%	May 30, 2016	ELFTX vs USMTX
DFABX	DFA Short-Term Selective State Municipal Bond Port...	0.71%	Apr 11, 2022	ELFTX vs DFABX
BATVX	BlackRock Allocation Target Shares	0.76%	May 20, 2021	ELFTX vs BATVX

Lowest Drawdown Alternatives to ELFTX

ELFTX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
BATVX	BlackRock Allocation Target Shares	0.00%	May 20, 2021	ELFTX vs BATVX
ATOIX	abrdn Ultra Short Municipal Income Fund	-0.10%	Dec 4, 2002	ELFTX vs ATOIX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	-0.10%	Apr 21, 2016	ELFTX vs TFCYX
APUSX	Cavanal Hill Ultra Short Tax-Free Income Fund	-0.20%	Dec 25, 2017	ELFTX vs APUSX
FHMIX	Federated Hermes Conservative Municipal Microshort...	-0.20%	Feb 2, 2021	ELFTX vs FHMIX

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	ELFTX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	30	-7.09%	Dec 30, 1992	ELFTX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	44	-7.05%	Aug 11, 2014	ELFTX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	82	-0.63%	Sep 17, 2014	ELFTX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	34	-9.40%	May 27, 1935	ELFTX vs ELFNX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	39	-8.81%	Dec 31, 1979	ELFTX vs SSAQX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	59	-0.18%	Sep 19, 2014	ELFTX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	82	-0.66%	Sep 17, 2014	ELFTX vs SSGJX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	-2.15%	Sep 29, 2014	ELFTX vs SSBWX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	38	-4.46%	Aug 12, 2015	ELFTX vs SSMKX

Often Compared With ELFTX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOHIX	Vanguard Ohio Long-Term Tax-Exempt Fund	Municipal Bonds	45	-0.86%	Jun 18, 1990	ELFTX vs VOHIX
VWAHX	Vanguard High-Yield Tax-Exempt Fund Investor Share...	Municipal Bonds	43	-0.65%	Dec 27, 1978	ELFTX vs VWAHX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	ELFTX vs QQQ
NZF	Nuveen Municipal Credit Income Fund	Municipal Bonds	31	-1.35%	Mar 21, 2001	ELFTX vs NZF
NAD	Nuveen Quality Municipal Income Fund		64	-2.64%	—	ELFTX vs NAD
NEA	Nuveen AMT-Free Quality Municipal Income Fund		65	-1.74%	Nov 21, 2002	ELFTX vs NEA
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	67	-3.38%	Sep 29, 2014	ELFTX vs SSDDX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	68	-3.19%	Sep 29, 2014	ELFTX vs SSCNX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	Global Equities	81	-0.64%	Sep 17, 2014	ELFTX vs SSGLX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	80	-0.79%	Sep 29, 2014	ELFTX vs SSBRX
SSFEX	State Street Aggregate Bond Index Fund Class K	Total Bond Market	57	-0.17%	—	ELFTX vs SSFEX
SSKEX	State Street Emerging Markets Equity Index Fund	Emerging Markets Diversified	86	1.08%	Dec 17, 2015	ELFTX vs SSKEX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	44	-0.61%	Jan 2, 1980	ELFTX vs SSASX
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	68	-2.91%	Sep 29, 2014	ELFTX vs SSCJX
SSDOX	State Street Target Retirement 2055 Fund	Target Retirement Date	66	-3.62%	Sep 29, 2014	ELFTX vs SSDOX
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	38	-4.45%	Aug 11, 2015	ELFTX vs SSMHX
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	18	-5.04%	Jan 4, 1988	ELFTX vs EGLBX
ELDFX	Elfun Diversified Fund	Diversified Portfolio	69	-3.14%	Jan 3, 1988	ELFTX vs ELDFX
SSDJX	State Street Target Retirement 2050 Fund	Target Retirement Date	66	-3.49%	Sep 29, 2014	ELFTX vs SSDJX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	44	-0.66%	Dec 31, 1984	ELFTX vs EINFX

Compare ELFTX with Any Fund or Stock

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

Symbol name

Elfun Tax Exempt Income Fund

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