Voya Corporate Leaders Trust Fund Series B (LEXCX)

32.40
Net Asset Value
-0.40%
1 Day
-2.35%
Year-to-Date
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
0.59%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long term capital growth and income. The fund generally invests in an equal number of shares of common stock of a fixed list of American blue chip corporations. Currently the Trust is invested in twenty-two such corporations.

Performance

1 month-0.58% 3 years+15.68%
3 months-3.49% 5 years+16.73%
1 year+3.82% Since inception+10.69%
Data through --

Peer Comparisonvs. Large value

 LEXCXCategory
Performance 5-yr return+16.73%+12.25%
Expense ratio0.59%1.14%
Risk 5 year sharpe ratio1.190.94
Net assets$1.6B$2.5B
Average market cap$77.5B$83.3B
Average P/E16.416.8
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureManagement Team / 79 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock100.00%
International stock0.00%
Fixed income0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Energy 32.07%
Industrial materials 23.00%
Consumer goods 11.45%
Business service 11.08%
Financial service 10.73%
Top 10 Holdings
Portfolio weighting
UNP Union Pacific14.81%
BRKB Berkshire Hathaway10.42%
XOM Exxon Mobil8.86%
PX Praxair Inc7.75%
CVX Chevron6.69%
HON Honeywell5.58%
PG Procter & Gamble5.21%
MPC Marathon Petroleum4.95%
DD E I du Pont de Nemours and Co3.83%
FL Foot Locker Inc3.37%

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