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| 32.07 Net Asset Value | +1.30% 1 Day | +11.59% 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 | -1.43% | 3 years | +6.18% | |
| 3 months | +6.04% | 5 years | +12.77% | |
| 1 year | +16.60% | Since inception | +10.55% |
| LEXCX | Category | |
|---|---|---|
| Performance 5-yr return | +12.77% | +9.37% |
| Expense ratio | 0.59% | 1.09% |
| Risk 5 year sharpe ratio | 1.03 | 1.02 |
| Net assets | $1.0B | $2.6B |
| Average market cap | $83.0B | $80.3B |
| Average P/E | 19.5 | 17.8 |
| 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 / 80 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 | 15.59% |
| XOM Exxon Mobil | 11.91% |
| BRKB Berkshire Hathaway | 11.01% |
| PX Praxair Inc | 7.12% |
| CVX Chevron | 6.56% |
| HON Honeywell | 5.39% |
| PG Procter & Gamble | 5.28% |
| MPC Marathon Petroleum | 4.07% |
| ED Consolidated Edison Inc | 3.73% |
| GE General Electric | 3.11% |
