CIT: Large Cap Value Fund Fee Class I1
WLCVFX
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USD
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Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- United States of America
- IPO Date
- Dec 3, 2018
- Similar Companies
- Business
- CIT: Large Cap Value Fund Fee Class I1 (WLCVFX) is a collective investment trust that seeks capital growth and current income through a value-oriented investment approach, primarily investing at least 80% of its net assets in equity securities of large-cap U.S. companies identified as undervalued based on metrics such as price-to-book ratios, revaluation potential, or fundamental improvements. The fund targets common stocks of issuers with larger market capitalizations within the Russell 1000 Value Index universe or similar benchmarks; it emphasizes opportunities in financial services, technology, consumer, and energy sectors, with holdings typically including major firms exhibiting low valuations relative to intrinsic worth. Available exclusively to institutional investors such as qualified retirement plans including 401(k)s, the CIT structure provides tax-exempt pooling of assets under a bank or trust company trustee, delivering lower expense ratios compared to retail mutual funds. Operated within the collective investment trust framework, WLCVFX features an institutional share class (I1) with competitive fees suited for defined contribution plans; performance metrics include a 5-year return of approximately 106.89%, a beta of 0.81, and a 52-week range of 19.58 to 26.02 as of late 2025. The fund maintains turnover aligned with a long-term value strategy and does not currently pay dividends, focusing instead on capital appreciation. Geographically, it concentrates on U.S.-based large-cap equities with no significant international exposure noted. No specific founding year or headquarters is publicly detailed for this CIT, as it operates under a sponsor bank or trust company's oversight without a standalone corporate entity; it relates to similar strategies like Wilshire Large Company Value (WLCVX), sharing investment objectives in large value stocks. Regarding recent developments within the last 1-2 years, no major partnerships, acquisitions, funding rounds, new product launches, or strategic shifts specific to WLCVFX appear in public records as of December 2025; the fund has shown steady performance amid broader financial sector stability without reported reorganizations or operational changes.