Elfun Diversified Fund Quote
| ELDFX Fund | USD 21.84 0.02 0.09% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Elfun Diversified is trading at 21.84 as of the 27th of November 2024; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 21.82. Elfun Diversified has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Elfun Diversified Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The funds investments in U.S. equity securities are achieved primarily through a passive or indexing investment approach of investing all or substantially all of its assets allocated to domestic equity investments directly in the securities that constitute the SP 500 Index. More on Elfun Diversified Fund
Moving together with Elfun Mutual Fund
Elfun Mutual Fund Highlights
| Fund Concentration | State Street Global Advisors Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, State Street Global Advisors, Large Blend, Allocation--70% to 85% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
Elfun Diversified Fund [ELDFX] is traded in USA and was established 27th of November 2024. Elfun Diversified is listed under State Street Global Advisors category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of State Street Global Advisors family. This fund currently has accumulated 202.95 M in assets under management (AUM) with minimum initial investment of 500. Elfun Diversified is currently producing year-to-date (YTD) return of 13.23% with the current yeild of 0.02%, while the total return for the last 3 years was 3.99%.
Check Elfun Diversified Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Elfun Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Elfun Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Elfun Diversified Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Elfun Diversified Fund Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| SSGVX | State Street Global | Mutual Fund | Foreign Large Blend |
Elfun Diversified Risk Profiles
| Mean Deviation | 0.3407 | |||
| Semi Deviation | 0.4305 | |||
| Standard Deviation | 0.4434 | |||
| Variance | 0.1966 |
Elfun Diversified Against Markets
Other Information on Investing in Elfun Mutual Fund
Elfun Diversified financial ratios help investors to determine whether Elfun Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Elfun with respect to the benefits of owning Elfun Diversified security.
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