The ‘ultimate buy-and-hold’ investment fund is beating 96% of its competitors this year with the same stocks it’s held since 1935 – Here’s how

• The Voya Corporate Leaders Trust Fund hasn’t actively changed its strategy or holdings since 1935.
• To this day, the fund reflects the Great Depression-induced risk aversion and distrust of banks.
• Yet the fund is outperforming 96% of competitors this year — here’s how.

Nearly a century after its inception, the Voya Corporate Leaders Trust Fund (LEXCX) is still going strong. So strong, in fact, that it’s bested 96% of its peers in 2022, returning nearly 4.8% so far this year versus an average loss of 3.9% in its category, according to Morningstar.