CIT: Large Cap Growth Fund Class R1 (WLCGRX)

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	29.70
YTD Return	7.08%
1-Year Return	7.08%
5-Year Return	n/a
52-Week Low	24.27
52-Week High	30.70
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About WLCGRX

FlexPath Large Cap Growth Fund Class R1 is a mutual fund designed to pursue long-term capital appreciation by investing primarily in large-cap growth companies. The fund generally allocates assets to businesses that possess expansive market opportunities, sustainable competitive advantages, and demonstrate strong price momentum. Managed in partnership with experienced institutional asset managers, the strategy emphasizes a concentrated approach—typically investing in a focused selection of around 50 high-quality U.S. companies. The fund adopts a disciplined investment process, blending rigorous bottom-up fundamental research with a valuation overlay that considers metrics such as lower price-to-earnings ratios and strong free cash flow yields. Its portfolio construction seeks to balance risk and reward, aiming for resilience across various market cycles and relative stability compared to its category benchmark, the Russell 1000 Growth Index. The FlexPath Large Cap Growth Fund Class R1 serves as a core growth-oriented holding for retirement plans and individual investors seeking exposure to leading U.S. growth companies, emphasizing quality, disciplined selection, and long-term performance potential.

• Stock Exchange: Nasdaq
• Ticker Symbol: WLCGRX

Performance

WLCGRX had a total return of 7.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.45%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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