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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: $30.78 on 7/30/2015, Change: -0.16 (-0.52%)

 

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

Fund Manager Information

Fund Manager Tenure: 79.8 years
Fund Family: Voya
Fund Category: Large Value
Fund Performance: May 30, 2015
Fundmojo Fund Grade: C (Score: 0.59)     (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, 2015

  • Voya Corporate Leaders Trust B Fund (LEXCX) management has been with Voya Corporate Leaders Trust B Fund for 79.8 years
  • Voya Corporate Leaders Trust B Fund (LEXCX) has good Long-term performance (5-year return 16.49% vs 14.38% Large Value category median performance)
  • 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) is less volatile than its peers as it has a 3-year Standard Deviation of 8.8, lower than category average of 8.95
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a lower expense ratio than its Large Value average: 0.51% vs 1.12%
  • 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, 2015

  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal short-term performance (1-year return 1.87% vs 8.21% Large Value category median performance)
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal mid-term performance (3-year return 15.47% vs 18.46% Large Value category median performance)
  • Voya Corporate Leaders Trust B Fund (LEXCX) is less safe compared to its Large Value peers
  • Asset base in Voya Corporate Leaders Trust B Fund (LEXCX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Voya Corporate Leaders Trust B Fund (LEXCX) performance details as of May 30, 2015

 

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 B-3.221.8715.4716.49
Federated MDT Stock Instl (FMSTX)2.769.3424.2217.76Compare
INTECH U.S. Value T (JRSTX)4.398.9320.2115.78Compare
LWAS/DFA US High Book To Market (DFBMX)2.908.3623.4816.79Compare

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
First Trust Value Line Dividend Index (FVD)0.52%9.99%17.20%
Vanguard Value ETF (VTV)2.12%9.92%19.80%
WisdomTree Total Dividend (DTD)1.59%9.73%17.45%
PowerShares S&P 500 Low Volatil (SPLV)-0.59%9.67%15.10%
Vanguard High Dividend Yield Indx ETF (VYM)2.09%9.61%18.24%

 

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
05/2015$1.52B
04/2015$1.57B
03/2015$1.64B
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
03/20150%100%0%0%
12/20140%100%0%0%
09/20140%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, 2015
Union Pacific Corporation Commo [14.81%]
Berkshire Hathaway Inc Class B [10.42%]
Exxon Mobil Corporation Common [8.86%]
Praxair, Inc. Common Stock [7.75%]
Chevron Corporation Common Stoc [6.69%]
Honeywell International Inc. Co [5.58%]
Procter & Gamble Company (The) [5.21%]
Marathon Petroleum Corporation [4.95%]
E.I. du Pont de Nemours and Com [3.83%]
Foot Locker, Inc. [3.37%]

Dec 30, 2014
Union Pacific Corporation Commo [15.51%]
Berkshire Hathaway Inc Class B [10.44%]
Exxon Mobil Corporation Common [9.22%]
Praxair, Inc. Common Stock [8.03%]
Chevron Corporation Common Stoc [6.9%]
Procter & Gamble Company (The) [5.6%]
HONEYWELL INTERNATIONAL, INC. [5.19%]
Marathon Petroleum Corporation [4.25%]
E.I. DUPONT DE NEMOURS AND COM [3.84%]
Viacom Inc. [3.45%]

Sep 29, 2014
Union Pacific Corporation Commo [14.69%]
Berkshire Hathaway Inc Class B [9.93%]
Exxon Mobil Corporation Common [9.74%]
Praxair, Inc. Common Stock [8.26%]
Chevron Corporation Common Stoc [7.58%]
Procter & Gamble Company (The) [5.31%]
Honeywell International Inc. Co [4.98%]
Marathon Petroleum Corporation [4.1%]
E.I. du Pont de Nemours and Com [3.84%]
Viacom Inc. [3.62%]
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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