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VGWIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
498.99M

VGWIX Vanguard Global Wellesley Income Inv Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), Pfizer (NYSE:PFE), Philip Morris International (NYSE:PM).

Industry description

The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 70% of its assets in U.S. and foreign investment-grade fixed income securities that the advisor believes will generate a moderate level of current income, including corporate, government, and government agency bonds, as well as mortgage-backed securities. It may also invest in local currency bonds.

Market Cap

The average market capitalization across the Vanguard Global Wellesley Income Inv MF is 169.99B. The market cap for tickers in the group ranges from 146B to 253.86B. MRK holds the highest valuation in this group at 253.86B. The lowest valued company is PM at 146B.

Volume

The average weekly volume growth across all stocks in the Vanguard Global Wellesley Income Inv MF was 26%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 37
P/E Growth Rating: 46
Price Growth Rating: 54
SMR Rating: 42
Profit Risk Rating: 47
Seasonality Score: 1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Global Allocation
Address
Vanguard Health CarePo Box 2600 V26Valley Forge
Phone
N/A
Web
www.vanguard.com
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VGWIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, VGWIX has been closely correlated with RIRBX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if VGWIX jumps, then RIRBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VGWIX
1D Price
Change %
VGWIX100%
-0.24%
RIRBX - VGWIX
85%
Closely correlated
-0.26%
RIRCX - VGWIX
85%
Closely correlated
-0.26%
RIRFX - VGWIX
85%
Closely correlated
-0.25%
RIREX - VGWIX
85%
Closely correlated
-0.26%
FBCIX - VGWIX
85%
Closely correlated
-0.25%
More