Voya Corporate Leaders Trust Fund Series B LEXCX

Morningstar Medalist Rating
  • NAV / 1-Day Return$94.65  /  +1.05%
  • Fund Size$1.0B
  • Adjusted Expense Ratio0.400%
  • Net Expense Ratio0.460%
  • Fee Level: DistributionBelow Average
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.98%
  • Turnover Ratio1%

Morningstar’s Analysis LEXCX

Will LEXCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Voya Corporate Leaders Trust B holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings LEXCX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Union Pacific Corp

36.80356M
Industrials

Marathon Petroleum Corp

23.58228M
Energy

Berkshire Hathaway Inc Class B

13.36129M
Financial Services

ExxonMobil Holdings Corp

13.14127M
Energy

Linde PLC

6.3561M
Basic Materials

Chevron Corp

2.5725M
Energy

Procter & Gamble Co

1.8017M
Consumer Defensive

NiSource Inc

0.939M
Utilities

Comcast Corp Class A

0.747M
Communication Services

United States Treasury Bills 0%

0.394M
Government

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