|
|
| 32.90 Net Asset Value | +0.34% 1 Day | +3.75% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 0.59% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +1.42% | 3 years | +15.66% | |
| 3 months | +4.94% | 5 years | +20.59% | |
| 1 year | +23.23% | Since inception | +10.78% |
| LEXCX | Category | |
|---|---|---|
| Performance 5-yr return | +20.59% | +19.82% |
| Expense ratio | 0.59% | 1.17% |
| Risk 5 year sharpe ratio | 1.58 | 1.33 |
| Net assets | $1.6B | $2.5B |
| Average market cap | $76.8B | $82.5B |
| Average P/E | 17.0 | 15.2 |
| Portfolio turnover | 0% | 0% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | ING Funds |
| Fund manager & tenure | Management Team / 78 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 Corp | 11.69% |
| XOM Exxon Mobil Corporation | 11.05% |
| BRKB Berkshire Hathaway Inc Class B | 8.74% |
| PX Praxair, Inc. | 8.43% |
| CVX Chevron Corp | 8.03% |
| PG Procter & Gamble Co | 5.23% |
| HON Honeywell International, Inc. | 4.84% |
| MPC Marathon Petroleum Corp | 4.34% |
| VIAB Viacom, Inc. Class B | 4.00% |
| BEAM Beam Inc | 3.61% |
.
