|
|
| 30.58 Net Asset Value | -0.26% 1 Day | +22.96% 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 | +2.61% | 3 years | +17.24% | |
| 3 months | +7.20% | 5 years | +16.81% | |
| 1 year | +27.00% | Since inception | +10.70% |
| LEXCX | Category | |
|---|---|---|
| Performance 5-yr return | +16.81% | +8.70% |
| Expense ratio | 0.59% | 1.18% |
| Risk 5 year sharpe ratio | 0.90 | 0.99 |
| Net assets | $1.4B | $2.4B |
| Average market cap | $70.5B | $71.9B |
| Average P/E | 15.4 | 14.6 |
| 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 | 11.87% |
| XOM Exxon Mobil Corporation | 10.31% |
| BRKB Berkshire Hathaway Inc Class B | 9.19% |
| CVX Chevron Corp | 8.58% |
| PX Praxair, Inc. | 8.56% |
| PG Procter & Gamble Co | 5.33% |
| HON Honeywell International, Inc. | 4.84% |
| VIAB Viacom, Inc. Class B | 4.21% |
| BEAM Beam Inc | 3.77% |
| DD E.I. du Pont de Nemours & Company | 3.41% |
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