Voya Corporate Leaders Trust B
(LEXCX)
US Markets Closed
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32.16
+0.47
+1.48%
:

Previous Close

31.69

Net Assets

1.60B

Yield

5.75%

Front load

None

Expenses

0.50%

Category

Large Value

Morningstar Risk

Below Average

Morningstar Rating ★★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • LEXCX

  • Category

    • 2013

    • 29.57%

    • -

    • 2012

    • 13.21%

    • -

    • 2011

    • 12.24%

    • -

    • 2010

    • 21.19%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 11.98%

      • 6.92%

      • 10.45%

      • Q2

      • 2.09%

      • 0.17%

      • 0.84%

      • Q3

      • 2.80%

      • 5.35%

      • -13.95%

      • Q4

      • 10.25%

      • 0.33%

      • 17.12%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Union Pacific Corp

        • 13.67

        • 2,221,096

        • 1,166,921

        • Exxon Mobil Corporation

        • 10.53

        • 1,694,053

        • 57,878

        • Berkshire Hathaway Inc Class B

        • 9.16

        • 1,172,645

        • 57,878

        • Praxair Inc

        • 8.55

        • 1,042,653

        • 57,878

        • Chevron Corp

        • 8.34

        • 1,034,753

        • 57,878

        • Procter & Gamble Co

        • 5.01

        • 1,033,353

        • 57,878

        • Honeywell International Inc

        • 4.99

        • 869,153

        • 57,878

        • Viacom Inc Class B

        • 4.09

        • 763,353

        • 57,878

        • Marathon Petroleum Corp

        • 3.78

        • 785,234

        • 57,878

        • E I du Pont de Nemours & Company

        • 3.51

        • 869,153

        • 57,878

        • Name

        • Rating

        • YTD Return %

          • Becker Value Equity Retail

          • ★★★★★
          • 4.38

          • JHancock Disciplined Value I

          • ★★★★★
          • 3.72

          • Vanguard Equity-Income Inv

          • ★★★★★
          • 5.37

          • JPMorgan Equity Income Select

          • ★★★★★
          • 5.92

          • Columbia Select Large-Cap Value Z

          • ★★★★★
          • 5.88

          • Columbia Select Large-Cap Value W

          • ★★★★★
          • 5.70

          • JPMorgan Intrepid Value R6

          • ★★★★★
          • 7.42

          • Invesco Comstock R5

          • ★★★★★
          • 4.11

          • Federated MDT Stock Instl

          • ★★★★★
          • 7.38

          • Poplar Forest Partners Institutional

          • ★★★★★
          • 5.71

          • Name

          • LEXCX

          • Category

            • Expense Ratio

            • 0.50%

            • 1.15%

            • Net Assets

            • 1.60B

            • 702.44M

            • Dividend Yield

            • 2.32%

            • 3.05

            • Price/Book

            • 2.30

            • 1.94

            • Price/Sales

            • 1.33

            • 1.51

            • Price/Cash Flow

            • 10.06

            • 4.93

            Profile

            Name of Issuer

            Voya

            Fund Style

            Open

            Fund Manager

            Management Team

            Investment Style

            Large Value

            The investment seeks long term capital growth and income. The 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-two such corporations.

            Purchase Information

            Initial Purchase 1,000
            Initial Purchase: IRA NA
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            11/18/1935