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

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	22.04
YTD Return	17.20%
1-Year Return	21.04%
5-Year Return	55.31%
52-Week Low	17.51
52-Week High	22.14
Beta (5Y)	0.78
Holdings	n/a
Inception Date	n/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 21.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.13%.

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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