Elfun Trusts
3001 Summer St Stamford CT 06905
Map
Phone: 800-242-0134
| Category: | Large Growth | | Fund Family: | GE Group | | Net Assets: | 1.61B | | Year-to-Date Return: | 27.75% | | Yield: | 1.28% | | Morningstar Rating: |  | | Fund Inception Date: | 27-May-35 |
|
David B. Carlson
Lead Manager since
01-Sep-88 | | | Carlson is a director and executive vice president of GE Asset Management. He joined the firm in 1982 as a securities analyst for Investment Operations. He became a vice president for Mutual Fund Portfolios in 1987, a senior vice president in 1989 and a director and executive vice president in 2003. Carlson is a member of the New York Society of Security Analysts. Carlson holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| 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:
| 101.52% |
|
| Expense | ELFNX | Category
Avg | | Total Expense Ratio: | 0.22%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 72 | $658 | | 5 Yr Expense Projection*: |
$ 127 | $1,028 | | 10 Yr Expense Projection*: |
$ 288 | $2,035 |
|
|
2.03% Nasdaq 
Profile
