Elfun Trusts Fund ( ELFNX ) seeks long-term growth of capital and future income rather than current income. ELFNX invests primarily in equity securities of U.S. companies. Dividends are declared and paid annually. Short-term and long-term capital gains, if any, are declared and paid annually.
This Large Blend product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 5.4% and 5 year 12.5%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .
The Elfun Trusts fund, as of the last filing, allocates their fund in top two major groups; Large Growth and Large Value. Further, as of the last filing, Visa Inc, Allergan PLC and PepsiCo Inc were the top holdings for ELFNX.
This Zacks Rank #2 (Buy) was incepted in May 1935 and is managed by GE Investment . ELFNX carries an expense ratio of 0.18% and requires a minimal initial investment of $500.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report