Morningstar

Voya Corporate Leaders Trust Fund Series B LEXCX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $95.78  /  +1.23 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.400%
  • Net Expense Ratio 0.460%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.09%
  • Turnover Ratio 1%
NAV and 1-Day Return as of

Morningstar’s Analysis LEXCX

Will LEXCX outperform in the 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.

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.

by Morningstar Automated Analysis
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Portfolio Holdings LEXCX

More LEXCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Union Pacific Corp

36.80 356M
Industrials

Marathon Petroleum Corp

23.58 228M
Energy

Berkshire Hathaway Inc Class B

13.36 129M
Financial Services

ExxonMobil Holdings Corp

13.14 127M
Energy

Linde PLC

6.35 61M
Basic Materials

Chevron Corp

2.57 25M
Energy

Procter & Gamble Co

1.80 17M
Consumer Defensive

NiSource Inc

0.93 9M
Utilities

Comcast Corp Class A

0.74 7M
Communication Services

United States Treasury Bills 0%

0.39 4M
Government

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