Voya Corporate Leaders Trust Fund Series B (LEXCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
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.


1 month-0.18% 3 years+15.10%
3 months-0.76% 5 years+14.48%
1 year+4.42% Since inception+10.70%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+14.48%+12.25%
Expense ratio0.59%1.15%
Risk 5 year sharpe ratio1.210.94
Net assets$1.6B$2.5B
Average market cap$83.6B$84.7B
Average P/E16.416.0
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--


U.S. stock100.00%
International stock0.00%
Fixed income0.00%
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 Pacific15.51%
BRKB Berkshire Hathaway10.44%
XOM Exxon Mobil9.22%
PX Praxair Inc8.03%
CVX Chevron6.90%
PG Procter & Gamble5.60%
HON Honeywell5.19%
MPC Marathon Petroleum4.25%
DD E I du Pont de Nemours and Co3.84%
VIAB Viacom3.45%

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