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VGWLX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$26.63
Change
-$0.08 (-0.30%)
Net Assets
2.56B

VGWLX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Accenture PLC (NYSE:ACN), AstraZeneca PLC (NASDAQ:AZN), Cisco Systems (NASDAQ:CSCO).

Industry description

The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying equity securities of established large and mid-size U.S. and foreign companies. In choosing these companies, the advisor seeks those that appear to be undervalued but have prospects for improvement. These stocks are commonly referred to as value stocks. The remaining 30% to 40% of the fund's assets are invested mainly in U.S. and foreign fixed income securities that the advisor believes will generate a moderate level of current income.

Market Cap

The average market capitalization across the Vanguard Global Wellington Investor MF is 593.21B. The market cap for tickers in the group ranges from 3.51M to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NOVN at 3.51M.

Volume

The average weekly volume growth across all stocks in the Vanguard Global Wellington Investor MF was 22%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 59
Price Growth Rating: 48
SMR Rating: 42
Profit Risk Rating: 28
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

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