Logo



LCX1Z - ING Corporate Leaders Trust Series B

Don't let mutual funds siphon away your returns.
Get our FREE Report: "Index Funds and ETFs – A Smarter Way To Invest"
Your Mutual Fund

ING Corporate Leaders Trust Series B (LCX1Z)
Expense Ratio: 0.59%
Expected Lifetime Fees: $18,335.63


The ING Corporate Leaders Trust Series B fund (LCX1Z) is a Large Value fund started on 11/18/1935 and has $708.50 million in assets under management. The current manager has been running ING Corporate Leaders Trust Series B since 12/9/1935. The fund is rated by Morningstar. This fund does not charge 12b-1 fees.

MarketRiders Prefers The Following ETF

Vanguard Value ETF (VTV)
Expense Ratio: 0.10%
Expected Lifetime Fees: $3,271.86


The Vanguard Value ETF (VTV) is an Exchange Traded Fund. It is a "basket" of securities that index the Large Value investment strategy and is an alternative to a Large Value mutual fund. Fees are very low compared to a comparable mutual fund like ING Corporate Leaders Trust Series B because computers automatically manage the stocks.




The Following Large Value Funds Have Lower Fees Than ING Corporate Leaders Trust Series B (LCX1Z). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
American Beacon Lg Cap Value AMR AAGAX 90.0% 7,800 0.34%
American Century Income & Growth Inst AMGIX 42.0% 1,500 0.49%
American Funds American Mutual F-2 AMRFX 23.0% 20,800 0.42%
American Funds American Mutual R5 RMFFX 23.0% 20,800 0.37%
American Funds American Mutual R6 RMFGX 23.0% 20,800 0.32%
American Funds Washington Mutual F-2 WMFFX 25.0% 51,900 0.41%
American Funds Washington Mutual R5 RWMFX 25.0% 51,900 0.36%
American Funds Washington Mutual R6 RWMGX 25.0% 51,900 0.31%
BlackRock Basic Value Instl MABAX 64.0% 3,800 0.55%
DFA Tax-Managed US Marketwide Value DTMMX 20.0% 2,100 0.38%
DFA Tax-Managed US Marketwide Value II DFMVX 20.0% 849 0.23%
DFA US Large Cap Value I DFLVX 14.0% 7,400 0.28%
DFA US Large Cap Value III DFUVX 14.0% 1,900 0.14%
Dodge & Cox Stock DODGX 16.0% 36,800 0.52%
Fidelity Stock Selec Lg Cp Val FSLVX 128.0% 468 0.57%
Goldman Sachs Struct Large Cap Val I GCVIX 56.0% 476 0.55%
Lord Abbett Affiliated I LAFYX 16.4% 6,400 0.49%
LSV Conservative Value Equity LSVVX 16.0% 116 0.35%
Oppenheimer Value Y CGRYX 91.0% 2,200 0.58%
Principal Equity Income Inst PEIIX 16.6% 3,800 0.52%
Schwab Fdmtl US Lg Co Idx SFLNX 11.0% 1,800 0.35%
TIAA-CREF Enh Lg Cp Val Idx Inst TEVIX 114.0% 907 0.38%
TIAA-CREF Large-Cap Value Idx Inst TILVX 27.0% 893 0.08%
TIAA-CREF Large-Cap Value Idx Retire TRCVX 27.0% 893 0.33%
TIAA-CREF Large-Cap Value Instl TRLIX 68.0% 2,500 0.47%
Vanguard Equity-Income Adm VEIRX 29.0% 7,900 0.22%
Vanguard Equity-Income Inv VEIPX 29.0% 7,900 0.31%
Vanguard High Dividend Yield Index Inv VHDYX 16.0% 4,700 0.25%
Vanguard Mega Cap 300 Value Index Instl VMVLX 24.0% 477 0.10%
Vanguard Russell 1000 Value Index Fund Institutional Shares VRVIX 39.0% 388 0.09%
Vanguard US Value Inv VUVLX 60.0% 504 0.31%
Vanguard Value Index Instl VIVIX 23.0% 15,800 0.08%
Vanguard Value Index Inv VIVAX 23.0% 15,800 0.24%
Vanguard Value Index Signal VVISX 23.0% 15,800 0.10%
Vanguard Windsor Adm VWNEX 49.0% 11,700 0.29%
Vanguard Windsor II Adm VWNAX 23.0% 34,600 0.27%
Vanguard Windsor II Investor VWNFX 23.0% 34,600 0.35%
Vanguard Windsor Investor VWNDX 49.0% 11,700 0.39%



Search for a mutual fund by symbol or name:

x
Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.