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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: $26.99 on 8/28/2015, Change: -1.14 (-4.05%)

 

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: Jul 30, 2015
Fundmojo Fund Grade: C (Score: 0.57)     (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 Jul 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 14.74% vs 13.85% 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 8.93, lower than category average of 9.02
  • 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 Jul 30, 2015

  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal short-term performance (1-year return -0.48% vs 6.42% Large Value category median performance)
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal mid-term performance (3-year return 11.59% vs 16.00% 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 Jul 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-6.87-0.4811.5914.74
ALPS | WMC Research Value I (AMWIX)2.738.4718.5715.41Compare
Federated MDT Stock Instl (FMSTX)1.567.3322.6017.55Compare
INTECH US Mgd Volatility T (JRSTX)6.2311.8018.9115.94Compare

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
RevenueShares Ultra Dividend ETF (RDIV)-1.36%9.98%NaN
SPDR Dow Jones Industrial Average ETF (DIA)0.50%9.21%13.38%
FlexShares Quality Dividend ETF (QDF)1.84%8.53%NaN
WisdomTree Total Dividend ETF (DTD)0.15%7.89%14.59%
Vanguard Value ETF (VTV)0.85%7.80%17.00%

 

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
07/2015$1.38B
05/2015$1.52B
04/2015$1.57B
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
06/20150%100%0%0%
03/20150%100%0%0%
12/20140%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

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%]

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%]
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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