 |
 |
Fund |
 |
Principal Investments |
 |
Investment Objectives |
 |
Income |
 |
Risk and Volatility |
 |
 |
 |
Elfun Trusts |
 |
Domestic common stock or securities convertible into common stocks. Cash and other types of securities may also be held. |
 |
Long-term growth of capital and future income. |
 |
Distributed at year end. |
 |
Higher |
 |
 |
 |
Elfun Diversified Fund |
 |
Diversified portfolio of securities including common stock, convertible securities, preferred stocks, bonds and foreign securities as well as liquid investments such as restricted, non-public securities. |
 |
High total investment return through asset allocation. |
 |
Distributed at year end. |
 |
Moderate |
 |
 |
 |
Elfun International Equity Fund |
 |
Principally international common stocks and bonds. Cash, domestic common stocks and other types of securities may also be held. |
 |
Long-term growth of capital and future income. |
 |
Distributed at year end. |
 |
Higher |
 |
 |
 |
Elfun Income Fund |
 |
Obligations of the U.S. government and high-grade corporate bonds and notes. |
 |
High level of current income. |
 |
Compounded daily. Distributed monthly. |
 |
Lower |
 |
 |
 |
Elfun Money Market Fund |
 |
High-grade, short-term money market instruments. |
 |
Current income. Check-writing privileges with U.S. $100 minimum. |
 |
Compounded daily. Distributed monthly. |
 |
Lowest |
 |
 |
 |
Elfun Tax-Exempt Income Fund |
 |
Medium and/or long-term, high grade municipal bonds. |
 |
Federally tax-free interest income. |
 |
Compounded daily. Distributed monthly. |
 |
Moderate |
 |
 |