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Morningstar

Voya Corporate Leaders Trust B LEXCX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 66.13  /  +1.36 %
  • Total Assets 896.6 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.56%
  • Turnover 1%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis LEXCX

Will LEXCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LEXCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LEXCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LEXCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A decline in its Process Pillar rating is the primary driver of Voya Corporate Leaders Trust B's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LEXCX

More LEXCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Union Pacific Corp

35.91 311.4 Mil
Industrials

Berkshire Hathaway Inc Class B

15.38 133.4 Mil
Financial Services

Marathon Petroleum Corp

12.91 112.0 Mil
Energy

Exxon Mobil Corp

11.27 97.8 Mil
Energy

Linde PLC

10.02 86.9 Mil
Basic Materials

Procter & Gamble Co

3.59 31.1 Mil
Consumer Defensive

Chevron Corp

3.43 29.7 Mil
Energy

Comcast Corp Class A

1.80 15.6 Mil
Communication Services

NiSource Inc

1.00 8.6 Mil
Utilities

DuPont de Nemours Inc

0.87 7.6 Mil
Basic Materials