WTC-CIF II Large Cap Research Equity (Series 2) (LCREBX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	36.62
YTD Return	13.37%
1-Year Return	17.34%
5-Year Return	68.47%
52-Week Low	29.91
52-Week High	37.11
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About LCREBX

Wellington CIF II Large Cap Research Equity Portfolio Series 2 is a mutual fund designed to provide investors with exposure to large-cap equities primarily within the United States. The portfolio focuses on assembling a diversified selection of stocks from companies with large market capitalizations, leveraging in-depth, research-driven investment strategies. Managed by a team of industry specialists, the fund employs a bottom-up approach, analyzing individual companies to identify opportunities for long-term growth and value. This investment vehicle is intended for institutional and individual investors seeking to participate in the potential returns of large, established companies across a range of sectors. Regularly monitored and dynamically managed, the portfolio aims to balance risk and reward, reflecting the evolving landscape of the large-cap equity market. The fund's performance metrics and historical returns provide transparency and insight into its market role as a core equity holding for diversified investment strategies.

• Stock Exchange: Nasdaq
• Ticker Symbol: LCREBX

Performance

LCREBX had a total return of 17.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.08%.

Data Sources: S&P Global Market Intelligence, Twelve Data, and more

Historical data is provided by S&P Global Market Intelligence. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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