Voya Corporate Leaders Trust Fund Series B (LEXCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long term capital growth and income. The fund generally invests in an equal number of shares of common stock of a fixed list of American blue chip corporations. Currently the Trust is invested in twenty-two such corporations.


1 month-2.20% 3 years+15.85%
3 months+2.88% 5 years+17.27%
1 year+10.97% Since inception+10.78%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+17.27%+13.45%
Expense ratio0.59%1.16%
Risk 5 year sharpe ratio1.371.02
Net assets$1.7B$2.6B
Average market cap$82.1B$83.5B
Average P/E16.315.9
Portfolio turnover0%0%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureManagement Team / 79 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock100.00%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Energy 32.07%
Industrial materials 23.00%
Consumer goods 11.45%
Business service 11.08%
Financial service 10.73%
Top 10 Holdings
Portfolio weighting
UNP Union Pacific Corp14.69%
BRKB Berkshire Hathaway Inc Class B9.93%
XOM Exxon Mobil Corporation9.74%
PX Praxair Inc8.26%
CVX Chevron Corp7.58%
PG Procter & Gamble Co5.31%
HON Honeywell International Inc4.98%
MPC Marathon Petroleum Corp4.10%
DD E I du Pont de Nemours & Company3.84%
VIAB Viacom Inc Class B3.62%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.