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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: $32.27 on 9/30/2014, Change: -0.17 (-0.52%)

 

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

Fund Manager Information

Fund Manager Tenure: 78.9 years
Fund Family: Voya
Fund Category: Large Value
Fund Performance: Aug 30, 2014
Fundmojo Fund Grade: A+ (Score: 0.8)     (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 Aug 30, 2014

  • Voya Corporate Leaders Trust B Fund (LEXCX) management has been with Voya Corporate Leaders Trust B Fund for 78.9 years
  • Voya Corporate Leaders Trust B Fund (LEXCX) has good mid-term performance (3-year return 20.49% vs 19.29% Large Value category median performance)
  • Voya Corporate Leaders Trust B Fund (LEXCX) has good Long-term performance (5-year return 18.80% vs 15.00% 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 11.09, lower than category average of 12.08
  • Voya Corporate Leaders Trust B Fund (LEXCX) has a lower expense ratio than its Large Value average: 0.50% 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 Aug 30, 2014

  • Voya Corporate Leaders Trust B Fund (LEXCX) has a less-than-ideal short-term performance (1-year return 22.08% vs 22.26% Large Value category median performance)
See Voya Corporate Leaders Trust B Fund (LEXCX) performance details as of Aug 30, 2014

 

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 B8.8922.0820.4918.80
American Funds Washington Mutual R6 (RWMGX)8.6923.3519.7316.98Compare
Federated MDT Stock Instl (FMSTX)12.2829.5426.1017.97Compare
LWAS/DFA US High Book To Market (DFBMX)9.8427.0224.3018.79Compare

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 Large Cap Value Opp AlphaDEX (FTA)11.03%26.23%22.07%
WisdomTree LargeCap Value (EZY)9.67%25.47%19.47%
RevenueShares Large Cap (RWL)8.90%25.42%22.54%
PowerShares Dynamic Large Cap Value (PWV)11.14%25.19%22.54%
PowerShares FTSE RAFI US 1000 (PRF)9.66%24.86%21.65%

 

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
08/2014$1.70B
07/2014$1.64B
06/2014$1.71B
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
06/20140%100%0%0%
03/20140%100%0%0%
12/20130%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, 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%]

Mar 30, 2014
Union Pacific Corporation Commo [12.74%]
Exxon Mobil Corporation Common [10.29%]
Berkshire Hathaway Inc Class B [8.97%]
Praxair, Inc. Common Stock [8.31%]
Chevron Corporation Common Stoc [7.48%]
Procter & Gamble Company (The) [5.06%]
Honeywell International Inc. Co [4.85%]
Beam Inc [4.35%]
Marathon Petroleum Corporation [4.08%]
Viacom Inc. [3.86%]

Dec 30, 2013
Union Pacific Corporation Commo [11.69%]
Exxon Mobil Corporation Common [11.05%]
Berkshire Hathaway Inc Class B [8.74%]
Praxair, Inc. Common Stock [8.43%]
Chevron Corporation Common Stoc [8.03%]
Procter & Gamble Company (The) [5.23%]
Honeywell International Inc. Co [4.84%]
Marathon Petroleum Corporation [4.34%]
Viacom Inc. [4%]
Beam Inc. Common Stock [3.61%]
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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