Investment Management

Companies That Have Stood the Test of Time

Voya Corporate Leaders® Trust Fund Series B

With virtually the same blue-chip companies it held in 1935, this passively managed trust has beaten the Dow Jones and the S&P 500 for over 40 years.

4starMorningstar
Morningstar Overall Rating
Series B as of 12/31/16
Out of 1088 Funds
Category: Large Value

For more information call 1 (800) 334-3444

The Voya Corporate Leaders® Trust Fund Series B Offers

Invest in historical market leaders
Some the largest and historically most stable blue-chip companies
Over 75 years of historically strong performances

Over 45 years, Voya Corporate Leaders® Trust Has Historically Outperformed the Dow and the S&P 500

CorporateLeadersTrustHistorical

Source: Morningstar, Inc., as of 12/31/16

This chart is for illustrative purposes only. Past performance does not guarantee future results. Performance shown is without sales charges and taxes; had sales charges and taxes been deducted, performance would have been less. Index performance does not account for fees and expenses associated with investing in funds. Investors cannot invest directly in an index.

The Voya Difference

Invests in Historical Market Leaders

The Trust's founders believed companies that could prosper in the Great Depression would succeed in all economic and market conditions.

Some of the Largest and Historically Most Stable Blue-Chip Companies

Since holdings cannot be sold except in rare cases, the Trust holds most of the same stocks it had in 1935--or their direct descendents.

Over 75 Years of Historically Strong Performance

The Trust investments — a fixed list of 22 blue-chip companies — have thrived through both prosperous and turbulent economic times.

Management Details

Voya Investments, LLC, Sponsor

The Voya Corporate Leaders® Trust Fund is a passively managed grantor trust. The Fund is registered with the SEC as a unit investment trust.

The Overall Morningstar risk-adjusted return rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Morningstar Ratings are for the A and I share classes only; other classes may have different performance characteristics.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)


*Ratings and other statistics for load-waived Class A shares of the mutual fund reflect the investor experience for those investors who do not pay the funds’ front-end sales load. Load waived shares are typically only available through advisory accounts and may not be available to all investors. Rankings for other share classes may be lower due to inclusion of fees in performance rankings. For additional share class information, please visit voyainvestments.com. 

 

Investors should consider the investment objectives, risks, charges and expenses of the Fund(s) carefully before investing. For a free copy of the Fund’s prospectus, which contains this and other information, visit us at voyainvestments.com or call Voya Investments Distributor, LLC at (800) 992-0180. Please read the prospectus carefully before investing. Past performance is not indicative of future results.

Top
Top