ELFTX Mutual Fund
ELFTX Mutual Fund
NAV$9.78
AUM$769M
TER0.22%
Holdings470
ELFTX Mutual Fund
NAV$9.78
Elfun Tax Exempt Income Fund
AUM$769M
TER0.22%
Holdings470
ELFTX Mutual Fund Overlap Analysis
ELFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ELFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 470 holdings, ELFTX may share significant positions with broad-market funds.
ELFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ELFTX tax-loss harvesting finds highly correlated but non-identical funds.