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VWENX Vanguard Wellington Admiral 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 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 1.97T. The market cap for tickers in the group ranges from 119.42B to 4.54T. GOOGL holds the highest valuation in this group at 4.54T. The lowest valued company is PGR at 119.42B.

Volume

The average weekly volume growth across all stocks in the Vanguard Wellington Admiral MF was -26%. For the same stocks of the MF, the average monthly volume growth was -19% 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: 42
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderate Allocation
Address
Vanguard Wellington FundPo Box 2600 V26Valley Forge
Phone
6106696295
Web
www.vanguard.com
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VWENX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VWENX has been closely correlated with BALCX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if VWENX jumps, then BALCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VWENX
1D Price
Change %
VWENX100%
N/A
BALCX - VWENX
87%
Closely correlated
-0.32%
BALFX - VWENX
87%
Closely correlated
-0.32%
CLBFX - VWENX
81%
Closely correlated
-0.32%
CLBCX - VWENX
81%
Closely correlated
-0.32%
RLBFX - VWENX
81%
Closely correlated
-0.32%
More
Vanguard Wellington Admiral (VWENX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com