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Elfun Trusts (ELFNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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83.54-0.21 (-0.25%)
As of 08:06AM EDT. Market open.

Elfun Trusts

Stamford, CT 06905

3001 Summer St

Elfun Trusts

Management information
William D. Sandow,Lead manager since 29 August 2019
William Sandow is a Vice President of SSGA and the Adviser and a Portfolio Manager in the Fundamental U.S. Equity Group. Prior to this role, since 2012, Mr. Sandow was a senior research analyst on the Fundamental Equity Research team covering biotechnology and pharmaceutical securities globally. He joined SSGA through its acquisition of GEAM in July 2016. Prior to joining GEAM in 2012, Mr. Sandow spent seven years at Alliance Global Investors in various research and portfolio management roles. He started his investing career in 2000 at RCM Capital Management. Mr. Sandow has over sixteen years of investment industry experience and has portfolio management and research responsibilities for the Large and Mid Cap Growth teams. Prior to joining AGI Capital via a predecessor affiliate in 2005, he was a senior health care analyst and portfolio manager for Exis Capital and an analyst and co-manager of a health care-focused mutual fund at RCM Capital Management. Mr. Sandow earned his M.B.A. from Indiana University’s Kelley School of Business and a B.S. from Boston College.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyState Street Global Advisors
Net assets4.06B
YTD return13.79%
Yield0.93%
Morningstar rating★★★★★
Inception date26 May 1935

Fund operations

Last dividend0.82
Last cap gain55.00
Holdings turnover22.00%
Average for categoryN/A

Fees and expenses

ExpenseELFNXCategory average
Annual report expense ratio (net)0.18%0.99%
Prospectus net expense ratio0.18%N/A
Prospectus gross expense ratio0.18%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A