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Voya Corporate Leaders Trust B (LEXCX) Fund Ranking and Research

Ranking, Research and Recommendation of Voya Corporate Leaders Trust B (LEXCX) Fund

    Last Trade: $34.22 on 12/9/2016, Change: +0.07 (0.2%)

 

Graph of Voya Corporate Leaders Trust B Fund (LEXCX) ManagerFund Manager - Management Team

Fund Manager Information

Fund Manager Tenure: 81.1 years
Fund Family: Voya
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)
Team Managed  Get more insights on Management Team

 

Graph of Voya Corporate Leaders Trust B Fund (LEXCX) ProfileVoya Corporate Leaders Trust B Fund (LEXCX) Profile

Fund Profile and Description

Voya Corporate Leaders Trust B Fund seeks long-term growth of capital and income. Voya Corporate Leaders Trust B 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.

 

Voya Corporate Leaders Trust B (LEXCX) Fund Strength What we like about Voya Corporate Leaders Trust B (LEXCX) Fund

Data for Voya Corporate Leaders Trust B Fund (LEXCX) as of May 30, 2016

  • Voya Corporate Leaders Trust B Fund (LEXCX) management has been with Voya Corporate Leaders Trust B Fund for 81.1 years
  • Voya Corporate Leaders Trust B Fund (LEXCX) ratio of up-years vs down years is greater than 2
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a Morningstar rating of 4 and above
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a lower expense ratio than its Large Value average: 0.53% vs 1.10%
  • Voya Corporate Leaders Trust B Fund (LEXCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Voya Corporate Leaders Trust B Fund (LEXCX) Weakness What we are cautious about Voya Corporate Leaders Trust B (LEXCX) Fund

Data for Voya Corporate Leaders Trust B Fund (LEXCX) as of May 30, 2016

  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal short-term performance (1-year return -2.60% vs -2.36% Large Value category median performance)
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal mid-term performance (3-year return 5.35% vs 7.81% Large Value category median performance)
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal Long-term performance (5-year return 8.81% vs 9.15% Large Value category median performance)
  • Voya Corporate Leaders Trust B Fund (LEXCX) is less safe compared to its Large Value peers
  • Voya Corporate Leaders Trust B Fund (LEXCX) does not have a good risk adjusted return as its 3-year Alpha of -4.79 is worse than category average of -2.66, and its 3-year Sharpe ratio is 0.49
  • Voya Corporate Leaders Trust B Fund (LEXCX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.9 that is higher than category average of 11.7
See Voya Corporate Leaders Trust B Fund (LEXCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Voya Corporate Leaders Trust B Fund (LEXCX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Voya Corporate Leaders Trust B6.37-2.605.358.81
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Voya Corporate Leaders Trust B Fund (LEXCX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Voya Corporate Leaders Trust B Fund (LEXCX) Net Asset TrackingVoya Corporate Leaders Trust B (LEXCX) Fund Net Asset

Track net asset change of Voya Corporate Leaders Trust B fund (LEXCX)

DateNet Asset
05/2016$1.03B
03/2016$1.06B
02/2016$1.02B
More historic net asset information on Voya Corporate Leaders Trust B Fund (LEXCX)

  

Graph of Voya Corporate Leaders Trust B Fund (LEXCX) Portfolio TrackingVoya Corporate Leaders Trust B (LEXCX) Fund Portfolio Allocation

Track portfolio allocation change of Voya Corporate Leaders Trust B fund (LEXCX)

DateCashStockBondOther
03/20160%100%0%0%
12/20150%100%0%0%
09/20150%100%0%0%
Click here to see more historic asset allocation information on Voya Corporate Leaders Trust B Fund (LEXCX)

 

graph of Voya Corporate Leaders Trust B Fund (LEXCX) Top 10 Position TrackingTop 10 Holdings in Voya Corporate Leaders Trust B (LEXCX) Fund

Discover what Voya Corporate Leaders Trust B Fund (LEXCX) manager is buying

Mar 30, 2016
Union Pacific Corporation Commo [14.21%]
Berkshire Hathaway Inc B [11.21%]
Exxon Mobil Corporation Common [10.74%]
Praxair, Inc. Common Stock [7.63%]
Chevron Corporation Common Stoc [6.29%]
Honeywell International Inc. Co [5.63%]
Procter & Gamble Company (The) [5.42%]
Marathon Petroleum Corporation [4.06%]
Consolidated Edison, Inc. Commo [3.85%]
Dow Chemical Company (The) Comm [3.26%]

Dec 30, 2015
Union Pacific Corporation Commo [13.85%]
Berkshire Hathaway Inc B [10.8%]
Exxon Mobil Corporation Common [10.07%]
Praxair, Inc. Common Stock [7.17%]
Chevron Corporation Common Stoc [6.23%]
Marathon Petroleum Corporation [5.74%]
Honeywell International Inc. Co [5.62%]
Procter & Gamble Company (The) [5.49%]
E.I. du Pont de Nemours and Com [3.61%]
Foot Locker, Inc. [3.53%]

Sep 29, 2015
Union Pacific Corporation Commo [15.52%]
Berkshire Hathaway Inc Class B [11.02%]
Exxon Mobil Corporation Common [9.65%]
Praxair, Inc. Common Stock [7.46%]
Chevron Corporation Common Stoc [5.72%]
Honeywell International Inc. Co [5.51%]
Procter & Gamble Company (The) [5.21%]
Marathon Petroleum Corporation [5.19%]
Foot Locker, Inc. [4.19%]
Consolidated Edison, Inc. Commo [3.89%]
Click here for Stock Holding Change Map in Voya Corporate Leaders Trust B Fund (LEXCX)

  

Latest News on Voya Corporate Leaders Trust B (LEXCX) Fund

See what is happening with Voya Corporate Leaders Trust B Fund (LEXCX)

 

Voya Corporate Leaders Trust B Fund (LEXCX) Related ResourcesSee more information on Voya Corporate Leaders Trust B (LEXCX) Fund

Popular pages on Voya Corporate Leaders Trust B (LEXCX) Fund

  

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