About LEXCX
Voya Corporate Leaders Trust Fund Series B is a large value mutual fund established in 1935, designed to deliver long-term capital growth and income. Its distinctive structure is based on a fixed, passively managed portfolio: the fund holds a uniform number of shares in a set list of prominent American blue-chip corporations, selected at inception. The holdings have been altered only when necessary, such as through mergers or spinoffs, giving the fund a unique, low-turnover profile and a long-term focus.
With a portfolio concentrated in about 20 top U.S. companies, the fund’s largest exposures are in the industrial, energy, and finance sectors, and major holdings often include firms like Union Pacific, Berkshire Hathaway, and Exxon Mobil. The fund is notable for its cost efficiency, with a low expense ratio and limited trading activity. It distributes dividends semi-annually and is categorized in the large value segment, focusing on companies with strong fundamentals and attractive valuations. Voya Corporate Leaders Trust Fund Series B is recognized for its stability and its historical approach, maintaining a rare continuity in holdings over decades.
Fund Family Voya
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LEXCX
Index S&P 500 TR
LEXCX had a total return of 45.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.09%.
