4 / 5 Stars
5 5 5 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#36 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.32 percent over the past year, 15.71 percent over the past three years, 21.11 percent over the past five years, and 7.26 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||21.1%|
|10 Years (Annualized)||7.3%|
The investment seeks long-term growth of capital and future income rather than current income. The fund seeks to achieve its investment objectives by investing in equity securities of U.S. companies, such as common and preferred stocks. A U.S. company is a company that generates at least 50% of its revenues or profits from business activities in the U.S., has at least 50% of its assets situated in the U.S., or has the principal trading market for its securities in the U.S. It also may invest to a lesser extent in securities of foreign (non-U.S.) issuers and debt securities.
Fees are Below Average compared to funds in the same category.
Elfun Trusts Fund has an expense ratio of 0.19 percent.
Risk is Average compared to funds in the same category according to Morningstar.