CIT: Pioneer Large Cap Value Portfolio Fee Class R1 (WPIVRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
20.92
+0.07 (0.36%)
At close: Jul 9, 2026
Fund Assetsn/a
Expense Ration/a
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close20.84
YTD Return11.23%
1-Year Return16.56%
5-Year Return52.78%
52-Week Low17.43
52-Week High21.08
Beta (5Y)0.78
Holdingsn/a
Inception Daten/a

About WPIVRX

Pioneer Large Cap Value Portfolio — Fee Class R1 is a mutual fund designed for investors seeking income and long-term capital growth. Its primary function is to invest principally in publicly traded equity securities, focusing on established large-cap U.S. companies that are considered undervalued relative to their peers or are growing more slowly than the broader large-cap market. The fund emphasizes stocks from sectors such as financials, healthcare, technology, and industrials, as evidenced by its top holdings in companies like AstraZeneca, KLA Corp, JPMorgan Chase, and Bank of America. With a relatively low expense ratio and a concentrated strategy that selects firms with strong fundamentals and attractive valuations, the Pioneer Large Cap Value Portfolio provides investors access to a diversified basket of blue-chip stocks. It plays a role in portfolios by offering stability, income potential, and exposure to value-oriented segments of the U.S. equity market, making it suitable for those aiming to balance growth and risk through large-cap value investing.

Stock Exchange NASDAQ
Ticker Symbol WPIVRX

Performance

WPIVRX had a total return of 16.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.52%.