ELDFX Mutual Fund
NAV$23.87
AUM$187M
TER0.34%
Holdings1,571
ELDFX Mutual Fund
NAV$23.87
Elfun Diversified Fund
AUM$187M
TER0.34%
Holdings1,571
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ELDFX Mutual Fund Overlap Analysis
ELDFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ELDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1571 holdings, ELDFX may share significant positions with broad-market funds.
ELDFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ELDFX tax-loss harvesting finds highly correlated but non-identical funds.