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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: $32.32 on 5/5/2015, Change: -0.37 (-1.13%)

 

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

Fund Manager Information

Fund Manager Tenure: 79.5 years
Fund Family: Voya
Fund Category: Large Value
Fund Performance: Mar 30, 2015
Fundmojo Fund Grade: B (Score: 0.69)     (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 Mar 30, 2015

  • Voya Corporate Leaders Trust B Fund (LEXCX) management has been with Voya Corporate Leaders Trust B Fund for 79.5 years
  • Voya Corporate Leaders Trust B Fund (LEXCX) has good Long-term performance (5-year return 15.10% vs 12.30% 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 9.32, lower than category average of 10.14
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a lower expense ratio than its Large Value average: 0.51% vs 1.13%
  • 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 Mar 30, 2015

  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal short-term performance (1-year return 4.73% vs 8.12% Large Value category median performance)
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal mid-term performance (3-year return 13.78% vs 14.67% Large Value category median performance)
See Voya Corporate Leaders Trust B Fund (LEXCX) performance details as of Mar 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-3.074.7313.7815.10
American Funds American Mutual R6 (RMFGX)0.1510.8315.0013.37Compare
Federated MDT Stock Instl (FMSTX)0.388.7519.0415.54Compare
INTECH U.S. Value T (JRSTX)4.7911.5117.9514.53Compare

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
Schwab U.S. Dividend Equity ETF (SCHD)-0.44%9.88%15.42%
PowerShares FTSE RAFI US 1000 (PRF)0.18%9.83%16.86%
Vanguard Value ETF (VTV)-0.34%9.69%16.08%
Vanguard S&P 500 Value Index ETF (VOOV)-0.56%9.11%15.19%
iShares Russell 1000 Value Index (IWD)-0.77%9.05%16.23%

 

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
03/2015$1.64B
02/2015$1.72B
01/2015$1.67B
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
12/20140%100%0%0%
09/20140%100%0%0%
06/20140%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

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%]

Jun 29, 2014
Union Pacific Corporation Commo [13.67%]
Exxon Mobil Corporation Common [10.53%]
Berkshire Hathaway Inc Class B [9.16%]
Praxair, Inc. Common Stock [8.55%]
Chevron Corporation Common Stoc [8.34%]
Procter & Gamble Company (The) [5.01%]
Honeywell International Inc. Co [4.99%]
Viacom Inc. [4.09%]
Marathon Petroleum Corporation [3.78%]
E.I. du Pont de Nemours and Com [3.51%]
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

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