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VGWLX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$27.34
Change
+$0.05 (+0.18%)
Net Assets
2.53B

VGWLX Vanguard Global Wellington Investor Forecast, Technical & Fundamental Analysis

The investment seeks to provide long-term capital appreciation and moderate current income... Show more

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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), Cisco Systems (NASDAQ:CSCO), AstraZeneca PLC (NASDAQ:AZN), Merck & Co (NYSE:MRK), Accenture PLC (NYSE:ACN).

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 689.46B. The market cap for tickers in the group ranges from 3.51M to 3.87T. MSFT holds the highest valuation in this group at 3.87T. 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 33%. For the same stocks of the MF, the average monthly volume growth was 25% 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: 41
P/E Growth Rating: 54
Price Growth Rating: 42
SMR Rating: 41
Profit Risk Rating: 33
Seasonality Score: -49 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, VGWLX has been closely correlated with RCEEX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if VGWLX jumps, then RCEEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VGWLX
1D Price
Change %
VGWLX100%
+0.18%
RCEEX - VGWLX
93%
Closely correlated
N/A
CIRCX - VGWLX
93%
Closely correlated
N/A
RIRGX - VGWLX
93%
Closely correlated
N/A
CFIHX - VGWLX
93%
Closely correlated
N/A
RIRHX - VGWLX
93%
Closely correlated
N/A
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