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CIT: Large Cap Value Fund Fee Class I1 · NASDAQ
Price: $29.25 · Annual div: $2.00/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in WLCVFX → $19.4K in 10 years · $103.33/month
CIT: Large Cap Value Fund Fee Class I1 (WLCVFX) is a mutual fund, specifically a Collective Investment Trust, operating within the financial services and asset management industry. The fund's primary objective is to seek capital growth and current income for investors. It employs a disciplined, value-oriented investment strategy, primarily targeting large-cap U.S. companies whose stocks are assessed as undervalued relative to their long-term potential. The fund focuses on well-established firms that may be positioned for revaluation or fundamental improvement, aiming to balance growth prospects with income generation. Its results are benchmarked against the Russell 1000 Value Index. This fund is managed with input from flexPATH Strategies and features the Putnam Large Cap Value Trust as its underlying fund, often comprising a significant portion of its holdings. It is designed to serve as a core equity holding for diversified portfolios, particularly within qualified employer-sponsored retirement plans like 401(k)s.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold WLCVFX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 6.84% | 4.04% | $684 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 5.81% | 3.01% | $581 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 5.47% | 2.67% | $547 / yr |
| 🇬🇧 UK ISA | 0% | 6.84% | 4.04% | $684 / yr |
| 🇬🇧 UK Taxable | 8.75% | 6.24% | 3.44% | $624 / yr |
| 🇨🇦 TFSA | 0% | 6.84% | 4.04% | $684 / yr |
| 🇨🇦 CA Taxable | 25% | 5.13% | 2.33% | $513 / yr |
| 🇦🇺 Super (pension) | 15% | 5.81% | 3.01% | $581 / yr |
| 🇦🇺 AU Taxable | 30% | 4.79% | 1.99% | $479 / yr |
| 🇩🇪 DE Taxable | 26.375% | 5.04% | 2.24% | $504 / yr |
| 🇫🇷 FR Taxable | 30% | 4.79% | 1.99% | $479 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $2.00/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
WLCVFX pays quarterly — 4 times per year. Next ex-div: TBD.
How WLCVFX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for WLCVFX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the WLCVFX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
CIT: Large Cap Value Fund Fee Class I1 (WLCVFX) is currently trading at $29.25, trading near its 52-week high. The current dividend yield is 6.84% based on an annual payout of $2.00 per share.
CIT: Large Cap Value Fund Fee Class I1 (WLCVFX) is a financial services stock currently trading at $29.25 with a dividend yield of 6.84%. The company pays an annual dividend of $2.00 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only — not financial advice.
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