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Voya Corporate Leaders Trust B LEXCX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 65.54  /  +1.02 %
  • Total Assets 919.7 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.54%
  • Turnover 1%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 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.

Voya Corporate Leaders Trust B earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings LEXCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 95.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Union Pacific Corp

38.26 338.6 Mil
Industrials

Berkshire Hathaway Inc Class B

14.72 130.3 Mil
Financial Services

Marathon Petroleum Corp

12.29 108.8 Mil
Energy

Exxon Mobil Corp

10.00 88.5 Mil
Energy

Linde PLC

9.58 84.8 Mil
Basic Materials

Procter & Gamble Co

3.56 31.5 Mil
Consumer Defensive

Chevron Corp

3.36 29.7 Mil
Energy

Comcast Corp Class A

2.15 19.0 Mil
Communication Services

NiSource Inc

0.91 8.1 Mil
Utilities

Honeywell International Inc

0.82 7.3 Mil
Industrials