Voya Corporate Leaders Trust Fund Series B (LEXCX)

38.11
Net Asset Value
-0.21%
1 Day
+0.95%
Year-to-Date
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
0.59%
Expense Ratio
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-one such corporations.

Performance

1 month+1.14% 3 years+9.40%
3 months+3.53% 5 years+9.07%
1 year+12.48% Since inception+10.59%
Data through --

Peer Comparisonvs. Large value

 LEXCXCategory
Performance 5-yr return+9.07%+10.32%
Expense ratio0.59%1.01%
Risk 5 year sharpe ratio0.800.91
Net assets$842.8M$2.9B
Average market cap$107.2B$99.9B
Average P/E14.116.3
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureManagement Team / 82 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock99.71%
Cash0.29%
International stock0.00%
Fixed income0.00%
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 Pacific25.61%
BRKB Berkshire Hathaway13.31%
XOM Exxon Mobil9.57%
MPC Marathon Petroleum7.62%
PX Praxair Inc7.41%
DWDP DowDuPont Inc6.38%
CVX Chevron5.75%
HON Honeywell4.46%
PG Procter & Gamble3.98%
CMCSA Comcast2.56%