2 / 5 Stars
3 4 3 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#41 in Moderate Allocation
U.S. News evaluated 233 Moderate Allocation 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 15.43 percent over the past year, 8.79 percent over the past three years, 10.90 percent over the past five years, and 5.66 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||10.9%|
|10 Years (Annualized)||5.7%|
The investment seeks the highest total return consistent with prudent investment management and the preservation of capital. The fund invests primarily in a combination of U.S. and foreign (non-U.S.) equity and debt securities and cash. It invests in equity securities, such as common and preferred stocks, principally for their capital appreciation potential and investment-grade debt securities principally for their income potential. The fund invests in cash principally for the preservation of capital, income potential or maintenance of liquidity.
Fees are Average compared to funds in the same category.
Elfun Diversified Fund has an expense ratio of 0.33 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.