| 33.25 Net Asset Value | -0.30% 1 Day | +0.21% 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 | +1.65% | 3 years | +15.40% | |
| 3 months | -0.72% | 5 years | +17.16% | |
| 1 year | +10.63% | Since inception | +10.71% |
| LEXCX | Category | |
|---|---|---|
| Performance 5-yr return | +17.16% | +13.45% |
| Expense ratio | 0.59% | 1.15% |
| Risk 5 year sharpe ratio | 1.35 | 1.01 |
| Net assets | $1.7B | $2.5B |
| Average market cap | $83.6B | $80.9B |
| Average P/E | 16.4 | 15.3 |
| 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 / 79 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 | 15.51% |
| BRKB Berkshire Hathaway | 10.44% |
| XOM Exxon Mobil | 9.22% |
| PX Praxair Inc | 8.03% |
| CVX Chevron | 6.90% |
| PG Procter & Gamble | 5.60% |
| HON Honeywell | 5.19% |
| MPC Marathon Petroleum | 4.25% |
| DD E I du Pont de Nemours and Co | 3.84% |
| VIAB Viacom | 3.45% |
