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| 33.26 Net Asset Value | -0.18% 1 Day | +0.82% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 0.59% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -1.62% | 3 years | +3.94% | |
| 3 months | +0.46% | 5 years | +9.49% | |
| 1 year | +7.78% | Since inception | +10.54% |
| LEXCX | Category | |
|---|---|---|
| Performance 5-yr return | +9.49% | +12.64% |
| Expense ratio | 0.59% | 1.06% |
| Risk 5 year sharpe ratio | 0.98 | 1.22 |
| Net assets | $942.1M | $2.8B |
| Average market cap | $93.5B | $84.2B |
| Average P/E | 22.1 | 19.2 |
| Portfolio turnover | 0% | 0% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Voya |
| Fund manager & tenure | Management Team / 81 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 100.00% |
| International stock | 0.00% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Energy | 32.07% |
| Industrial materials | 23.00% |
| Consumer goods | 11.45% |
| Business service | 11.08% |
| Financial service | 10.73% |
| UNP Union Pacific | 19.89% |
| BRKB Berkshire Hathaway | 12.14% |
| XOM Exxon Mobil | 10.24% |
| PX Praxair Inc | 7.68% |
| CVX Chevron | 5.95% |
| MPC Marathon Petroleum | 5.51% |
| HON Honeywell | 5.27% |
| PG Procter & Gamble | 4.96% |
| DOW Dow Chemical | 3.47% |
| ED Consolidated Edison Inc | 3.20% |
