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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: $27.31 on 2/10/2016, Change: -0.13 (-0.47%)

 

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

Fund Manager Information

Fund Manager Tenure: 80.3 years
Fund Family: Voya
Fund Category: Large Value
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: C (Score: 0.53)     (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 Jan 30, 2016

  • Voya Corporate Leaders Trust B Fund (LEXCX) management has been with Voya Corporate Leaders Trust B Fund for 80.3 years
  • Voya Corporate Leaders Trust B Fund (LEXCX) has good Long-term performance (5-year return 8.28% vs 8.24% 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) has a lower expense ratio than its Large Value average: 0.51% vs 1.11%
  • 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 Jan 30, 2016

  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal short-term performance (1-year return -11.55% vs -5.38% Large Value category median performance)
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal mid-term performance (3-year return 4.81% vs 7.85% 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 -5.53 is worse than category average of -2.92, and its 3-year Sharpe ratio is 0.47
  • Voya Corporate Leaders Trust B Fund (LEXCX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.24 that is higher than category average of 11
  • 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 Jan 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 B-4.07-11.554.818.28
American Funds Washington Mutual R6 (RWMGX)-4.27-0.9810.7010.97Compare
Invesco Diversified Dividend A (LCEAX)-2.101.5311.0310.48Compare
AB Growth and Income A (CABDX)-4.320.0910.2811.32Compare

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 Morningstar Div Leaders ETF (FDL)0.97%5.34%11.22%
PowerShares S&P 500 Low Volatility ETF (SPLV)-1.75%2.76%12.07%
First Trust Value Line Dividend ETF (FVD)-0.71%1.83%12.01%
iShares Core High Dividend (HDV)0.11%1.79%9.58%
Schwab US Dividend Equity ETF (SCHD)-2.28%0.54%11.06%

 

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
01/2016$1.03B
12/2015$1.12B
11/2015$1.19B
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
12/20150%100%0%0%
09/20150%100%0%0%
06/20150%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

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%]

Jun 29, 2015
Union Pacific Corporation Commo [14.27%]
Berkshire Hathaway Inc Class B [10.29%]
Exxon Mobil Corporation Common [9.35%]
Praxair, Inc. Common Stock [7.94%]
Chevron Corporation Common Stoc [6.35%]
Honeywell International Inc. Co [5.52%]
Procter & Gamble Company (The) [5.14%]
Marathon Petroleum Corporation [5.13%]
Foot Locker, Inc. [3.63%]
E.I. du Pont de Nemours and Com [3.46%]
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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