Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Procter & Gamble Company (NYSE:PG).
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 common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
Market Cap
The average market capitalization across the Vanguard Wellington™ Inv MF is 1.43T. The market cap for tickers in the group ranges from 121.13B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PGR at 121.13B.
Volume
The average weekly volume growth across all stocks in the Vanguard Wellington™ Inv MF was 33%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 69
P/E Growth Rating: 52
Price Growth Rating: 30
SMR Rating: 35
Profit Risk Rating: 13
Seasonality Score: -8 (-100 ... +100)