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| 33.88 Net Asset Value | -0.35% 1 Day | +2.70% 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 | +0.15% | 3 years | +4.03% | |
| 3 months | +1.10% | 5 years | +11.15% | |
| 1 year | +12.59% | Since inception | +10.56% |
| LEXCX | Category | |
|---|---|---|
| Performance 5-yr return | +11.15% | +11.47% |
| Expense ratio | 0.59% | 1.05% |
| Risk 5 year sharpe ratio | 1.09 | 1.26 |
| Net assets | $977.9M | $2.8B |
| Average market cap | $91.1B | $84.1B |
| Average P/E | 22.7 | 17.9 |
| 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 / 81 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 99.56% |
| Cash | 0.44% |
| International stock | 0.00% |
| Fixed income | 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 | 18.72% |
| BRKB Berkshire Hathaway | 11.84% |
| XOM Exxon Mobil | 10.14% |
| PX Praxair Inc | 6.87% |
| CVX Chevron | 6.14% |
| MPC Marathon Petroleum | 5.21% |
| PG Procter & Gamble | 5.12% |
| HON Honeywell | 5.05% |
| DOW Dow Chemical | 3.51% |
| DD E I du Pont de Nemours and Co | 3.25% |
