Voya Corporate Leaders Trust Fund (LEXCX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LEXCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LEXCX
LEXCX charges 0.52% annually. There are 53 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | LEXCX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LEXCX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LEXCX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | LEXCX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | LEXCX vs VVIAX |
Best Risk-Adjusted Alternatives to LEXCX
LEXCX has a PortfoliosLab risk / return rank of 43. There are 230 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | LEXCX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | LEXCX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | LEXCX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | LEXCX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | LEXCX vs AVLVX |
Top Performing LEXCX Alternatives (YTD)
LEXCX is at 15.98% YTD. There are 48 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | LEXCX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | LEXCX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | LEXCX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | LEXCX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | LEXCX vs NPRTX |
Lowest Volatility Alternatives to LEXCX
LEXCX has 14.09% 1-year volatility. There are 300 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | LEXCX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | LEXCX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | LEXCX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | LEXCX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | LEXCX vs TMMAX |
Lowest Drawdown Alternatives to LEXCX
LEXCX has a 1-year max drawdown of -6.22%. There are 43 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | LEXCX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LEXCX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LEXCX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LEXCX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LEXCX vs SVAIX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include IRLNX, IEDAX, IIBAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 25 | 3.68% | — | May 2009 | LEXCX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 43 | 11.20% | — | Dec 2007 | LEXCX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.18% | — | Dec 1998 | LEXCX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 34 | -0.04% | — | Sep 2015 | LEXCX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 42 | 7.36% | — | Jan 2006 | LEXCX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | LEXCX vs IMCDX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 60 | 8.47% | — | Mar 2008 | LEXCX vs IIRLX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 93 | 16.35% | — | May 2009 | LEXCX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 1.17% | — | May 2004 | LEXCX vs IPHYX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 56 | 18.64% | — | Feb 1998 | LEXCX vs VYMSX |
Often Compared With LEXCX
Investors most often compare LEXCX with ACI, POAGX, EIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LEXCX with Any Fund or Stock
Compare LEXCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LEXCX with funds that move differently
Voya Corporate Leaders Trust Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LEXCX.
Explore LEXCX Diversifiers