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 241B. 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 41%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was 52%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 39
P/E Growth Rating: 60
Price Growth Rating: 52
SMR Rating: 42
Profit Risk Rating: 34
Seasonality Score: 48 (-100 ... +100)