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VWINX Vanguard Wellesley® Income Inv Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Cisco Systems (NASDAQ:CSCO), Philip Morris International (NYSE:PM), Pfizer (NYSE:PFE), ConocoPhillips (NYSE:COP), EOG Resources (NYSE:EOG).

Industry description

The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.

Market Cap

The average market capitalization across the Vanguard Wellesley® Income Inv MF is 241.44B. The market cap for tickers in the group ranges from 74.15B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is EOG at 74.15B.

Volume

The average weekly volume growth across all stocks in the Vanguard Wellesley® Income Inv MF was 77%. For the same stocks of the MF, the average monthly volume growth was 141% and the average quarterly volume growth was 147%

Fundamental Analysis Ratings

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

Valuation Rating: 38
P/E Growth Rating: 51
Price Growth Rating: 43
SMR Rating: 44
Profit Risk Rating: 32
Seasonality Score: 39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Vanguard Wellesley Income FundPo Box 2600 V26Valley Forge
Phone
610-669-6295
Web
www.vanguard.com
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VWINX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VWINX has been closely correlated with VWIAX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if VWINX jumps, then VWIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VWINX
1D Price
Change %
VWINX100%
-0.19%
VWIAX - VWINX
100%
Closely correlated
-0.19%
HBLSX - VWINX
94%
Closely correlated
-0.26%
HBLTX - VWINX
94%
Closely correlated
-0.26%
HBLVX - VWINX
94%
Closely correlated
-0.26%
HBLIX - VWINX
94%
Closely correlated
-0.27%
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