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Elfun Tax-Exempt Income (ELFTX)

10.03 +0.01 (+0.10%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.25
Min Subsequent Investment
25
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.25

Broker Availability

  • Raymond James
  • H Beck Inc.

Fund Summary

The fund invests primarily in investment-grade municipal obligations. At least 80% of the fund's income is exempt from both regular federal income taxes and the federal alternative minimum tax. It will have an effective duration of 75% to 125% of the duration of the Bloomberg U.S. Municipal Bond Index. The fund also may invest to a lesser extent in tax-free or taxable money market instruments and may hold cash.

Fund Overview

Category Muni National Long
Fund Family State Street Global Advisors
Net Assets 976.31M
YTD Return -0.30%
Yield 3.88%
Morningstar Rating
Inception Date Jan 02, 1980

Performance & Risk

YTD Return -1.18%
5y Average Return 1.13%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

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