Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), 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 employs an active management approach, typically investing 60%-70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. It typically invests the remaining 30% to 40% of its assets mainly in fixed income securities that the advisor believes will generate a moderate level of current income.
Market Cap
The average market capitalization across the Vanguard Wellington Admiral MF is 1.94T. The market cap for tickers in the group ranges from 119.28B to 4.49T. GOOGL holds the highest valuation in this group at 4.49T. The lowest valued company is PGR at 119.28B.
Volume
The average weekly volume growth across all stocks in the Vanguard Wellington Admiral MF was 71%. For the same stocks of the MF, the average monthly volume growth was 89% and the average quarterly volume growth was -21%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 52
Price Growth Rating: 45
SMR Rating: 29
Profit Risk Rating: 43
Seasonality Score: 42 (-100 ... +100)