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| 37.01 Net Asset Value | -0.67% 1 Day | -1.96% 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 | +0.98% | 3 years | +7.21% | |
| 3 months | -6.09% | 5 years | +9.34% | |
| 1 year | +12.09% | Since inception | +10.56% |
| LEXCX | Category | |
|---|---|---|
| Performance 5-yr return | +9.34% | +10.32% |
| Expense ratio | 0.59% | 1.02% |
| Risk 5 year sharpe ratio | 0.79 | 0.97 |
| Net assets | $850.2M | $2.8B |
| Average market cap | $112.1B | $97.7B |
| Average P/E | 24.3 | 16.8 |
| 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 / 82 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 | 23.33% |
| BRKB Berkshire Hathaway | 12.65% |
| XOM Exxon Mobil | 9.92% |
| PX Praxair Inc | 7.76% |
| DWDP DowDuPont Inc | 6.66% |
| MPC Marathon Petroleum | 6.41% |
| CVX Chevron | 6.18% |
| HON Honeywell | 4.90% |
| PG Procter & Gamble | 4.52% |
| CMCSA Comcast | 2.85% |
