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% |