CIT: ClearBridge Large Cap Growth Fund Class R3 (WCBLEX)
| 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 | 28.40 |
| YTD Return | 4.58% |
| 1-Year Return | 8.02% |
| 5-Year Return | 56.36% |
| 52-Week Low | 24.04 |
| 52-Week High | 29.35 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About WCBLEX
The Wilmington Trust Collective Investment Trust - ClearBridge Large Cap Growth Fund Class R3 is a collective investment trust designed to pursue long-term capital growth by investing in a concentrated portfolio of large-cap U.S. companies. Sub-advised by ClearBridge Investments, the fund emphasizes high-quality growth stocks with a disciplined approach that incorporates both fundamental analysis and a valuation overlay. This strategy targets category leaders and companies operating in industries with favorable dynamics, focusing on metrics such as lower price-to-earnings ratios and healthy free cash flow yield. The fund’s portfolio typically holds approximately 50 securities, with a significant allocation to sectors like technology, consumer services, and healthcare, reflecting the modern composition of the U.S. large-cap growth universe. Managed by an experienced team of portfolio managers and analysts, the fund aims to balance risk and return, providing plan sponsors and retirement plans with an actively managed solution that maintains diversification while seeking to capture growth opportunities among established market leaders.
Performance
WCBLEX had a total return of 8.02% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.44%.