WTC-CIF Research Value (RESEVX)

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	27.70
YTD Return	n/a
1-Year Return	n/a
5-Year Return	n/a
52-Week Low	22.59
52-Week High	27.83
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About RESEVX

Wellington Research Value Collective Investment Trust is a collective investment vehicle designed for qualified institutional retirement plans and their participants. The trust is managed by Wellington Trust Company, NA, a subsidiary of Wellington Management Group, emphasizing a rigorous, research-driven approach to value investing. Its primary function is to deliver long-term total returns that surpass the performance of the Russell 1000 Value Index by targeting companies with strong fundamentals but temporarily discounted valuations. The trust employs deep fundamental analysis, leveraging the expertise of sector-specialized research teams, to identify investment opportunities across a diverse range of U.S. equities. As a collective investment trust (CIT), it offers features such as daily valuation and cost efficiencies compared to traditional mutual funds, and it reinvests dividends and capital gains to enhance compound growth within the portfolio. The Wellington Research Value Collective Investment Trust plays a significant role in retirement plan lineups by providing institutional investors with access to an actively managed, value-oriented equity strategy that aims to deliver competitive risk-adjusted returns over the long term.

• Stock Exchange: NASDAQ
• Ticker Symbol: RESEVX

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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