Elfun Trusts
3001 Summer St Stamford CT 06905
Map
Phone: 800-242-0134
| Category: | Large Growth | | Fund Family: | GE Group | | Net Assets: | 1.54B | | Year-to-Date Return: | 22.56% | | Yield: | 1.33% | | Morningstar Rating: |  | | Fund Inception Date: | 27-May-35 |
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David Carlson
Lead Manager since
01-Sep-88 | | | Carlson is co-chief investment officer ? U.S. Equities and a senior portfolio manager responsible for the management of both the GE Premier Growth Equity and GE U.S. Equity Select strategies. As co-chief investment officer and the senior-most investment professional on the team, he sets the investment direction for U.S. Equities. He joined GE in 1980 as part of the GE Financial Management Program (FMP), a two-year training program within GE. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term growth of capital and future income. The fund invests primarily in equity securities of US companies. The portfolio manager selects equity securities from a number of industries based on the merits of individual companies. It also may invest to a lesser extent in foreign securities and debt securities. |
| Last Dividend
(30-Dec-08):
| 0.51 | | Last Cap Gain
(30-Dec-08):
| 1.13 | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 110.55% |
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| Expense | ELFNX | Category
Avg | | Total Expense Ratio: | 0.22%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 72 | $672 | | 5 Yr Expense Projection*: |
$ 127 | $1,053 | | 10 Yr Expense Projection*: |
$ 288 | $2,074 |
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0.28% Nasdaq 
0.64 (1.61%) 
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