Voya Corporate Leaders Trust Fund Series B (LEXCX)

33.32
Net Asset Value
+0.21%
1 Day
+0.42%
Year-to-Date
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
0.59%
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.

Performance

1 month+2.81% 3 years+15.73%
3 months+0.39% 5 years+16.97%
1 year+10.37% Since inception+10.71%
Data through --

Peer Comparisonvs. Large value

 LEXCXCategory
Performance 5-yr return+16.97%+13.45%
Expense ratio0.59%1.15%
Risk 5 year sharpe ratio1.351.01
Net assets$1.7B$2.5B
Average market cap$83.6B$80.9B
Average P/E16.415.3
Portfolio turnover0%0%

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Fund Management and Purchase Info

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

Holdings

U.S. stock100.00%
International stock0.00%
Fixed income0.00%
Cash0.00%
Other0.00%
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 Pacific15.51%
BRKB Berkshire Hathaway10.44%
XOM Exxon Mobil9.22%
PX Praxair Inc8.03%
CVX Chevron6.90%
PG Procter & Gamble5.60%
HON Honeywell5.19%
MPC Marathon Petroleum4.25%
DD E I du Pont de Nemours and Co3.84%
VIAB Viacom3.45%

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