WTC-CIF II Large Cap Research Equity (LCREFX)

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	64.92
YTD Return	13.36%
1-Year Return	16.85%
5-Year Return	67.27%
52-Week Low	53.04
52-Week High	65.79
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About LCREFX

WTC-CIF II Large Cap Research Equity is an open-end mutual fund designed to provide investors with diversified exposure to large capitalization U.S. equities. This fund primarily invests in stocks of prominent, well-established companies, aiming to harness the growth and stability often associated with large-cap firms. Managed with a research-driven approach, it seeks to identify and capitalize on opportunities across a broad spectrum of industries, making it suitable for investors looking for participation in the overall performance of the U.S. large-cap equity market. The fund does not pay dividends and reinvests all income back into the portfolio, reflecting a focus on long-term capital appreciation rather than income distribution. As part of the WTC-CIF II series, this mutual fund plays a significant role for institutional clients and retirement plans looking to diversify their equity holdings and employ professional portfolio management for large-cap exposure.

• Stock Exchange: Nasdaq
• Ticker Symbol: LCREFX

Performance

LCREFX had a total return of 16.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.07%.

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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