ELFNX Mutual Fund Analysis & Holdings | MarketXLS

ELFNX Mutual Fund

NAV$104.22

AUM$4.7B

TER0.17%

Holdings44

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ELFNX Mutual Fund

NAV$104.22

Elfun Trusts

AUM$4.7B

TER0.17%

Holdings44

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ELFNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ELFNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ELFNX Mutual Fund Overlap Analysis

ELFNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ELFNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, ELFNX may share significant positions with broad-market funds.

ELFNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ELFNX tax-loss harvesting finds highly correlated but non-identical funds.