Morningstar

Voya Corporate Leaders Trust B LEXCX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 66.99  /  −1.09 %
  • Total Assets 908.2 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 1.43%
  • Turnover 1%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:18 AM 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.

Voya Corporate Leaders Trust B's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 96.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Union Pacific Corp

37.54 351.6 Mil
Industrials

Berkshire Hathaway Inc Class B

16.49 154.4 Mil
Financial Services

Marathon Petroleum Corp

12.14 113.7 Mil
Energy

Exxon Mobil Corp

10.65 99.8 Mil
Energy

Linde PLC

9.93 93.0 Mil
Basic Materials

Procter & Gamble Co

3.39 31.8 Mil
Consumer Defensive

Chevron Corp

2.95 27.6 Mil
Energy

Comcast Corp Class A

1.67 15.6 Mil
Communication Services

NiSource Inc

1.05 9.8 Mil
Utilities

DuPont de Nemours Inc

0.81 7.6 Mil
Basic Materials

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