Voya Corporate Leaders Trust Fund Series B (LEXCX)
| 31.89 Net Asset Value | -1.30% 1 Day | -3.89% 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 | -4.89% | 3 years | +15.09% | |
| 3 months | -1.33% | 5 years | +16.99% | |
| 1 year | +8.73% | Since inception | +10.78% |
Data through --
Peer Comparisonvs. Large value
| LEXCX | Category | |
|---|---|---|
| Performance 5-yr return | +16.99% | +13.45% |
| Expense ratio | 0.59% | 1.16% |
| Risk 5 year sharpe ratio | 1.37 | 1.02 |
| Net assets | $1.7B | $2.6B |
| Average market cap | $82.1B | $83.5B |
| Average P/E | 16.3 | 15.9 |
| Portfolio turnover | 0% | 0% |
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Fund Management and Purchase Info
| Fund family | Voya |
| Fund manager & tenure | Management Team / 79 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
Holdings
| U.S. stock | 100.00% |
| International stock | 0.00% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
Top 5 SectorsPortfolio weighting
| Energy | 32.07% |
| Industrial materials | 23.00% |
| Consumer goods | 11.45% |
| Business service | 11.08% |
| Financial service | 10.73% |
Top 10 HoldingsPortfolio weighting
| UNP Union Pacific Corp | 14.69% |
| BRKB Berkshire Hathaway Inc Class B | 9.93% |
| XOM Exxon Mobil Corporation | 9.74% |
| PX Praxair Inc | 8.26% |
| CVX Chevron Corp | 7.58% |
| PG Procter & Gamble Co | 5.31% |
| HON Honeywell International Inc | 4.98% |
| MPC Marathon Petroleum Corp | 4.10% |
| DD E I du Pont de Nemours & Company | 3.84% |
| VIAB Viacom Inc Class B | 3.62% |
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