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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Age-based14 Advisor (0P0000W6WD)

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21.180 -0.400 -1.85%

31/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 24.76M

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0P0000W6WD Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Advisor-Guided Program JPMorgan (0P0000W6WD) fund. Our NY New York’s 529 Advisor-Guided Program JPMorgan portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.700	2.740	0.040
Shares	45.660	45.660	0.000
Bonds	39.410	39.410	0.000
Convertible	0.010	0.010	0.000
Preferred	0.070	0.070	0.000
Other	12.140	12.150	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.307	15.868
Price to Book	2.951	2.136
Price to Sales	2.126	1.573
Price to Cash Flow	11.107	8.555
Dividend Yield	2.004	2.706
5 Years Earnings Growth	10.558	9.886

Sector Allocation

Name	Net %	Category Average
Technology	23.300	19.191
Financial Services	19.050	15.845
Consumer Cyclical	13.870	10.374
Healthcare	10.240	11.578
Industrials	10.200	10.469
Communication Services	7.340	6.940
Consumer Defensive	4.340	6.831
Energy	3.980	4.313
Utilities	2.790	3.157
Basic Materials	2.630	3.607
Real Estate	2.260	7.695

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 16

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	18.94	-	-
JPMorgan Core Plus Bond R6	-	12.09	-	-
SPDR Portfolio Aggregate Bond	US78464A6495	10.58	25.10	-0.21%
JPMorgan Global Select Equity A	AU60PER99979	8.89	-	-
JP Morgan High Yield Broad (Cincinnati)	-	7.33	-	-
JPMorgan Equity Index R6	-	7.23	-	-
JPMorgan Value Advantage R6	-	5.04	-	-
JPMorgan Growth Advantage R6	-	4.92	-	-
Beta International 2009	-	4.67	-	-
JPMorgan International Equity R6	-	4.20	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-7.54	15.38	14.37
NV Vanguard 529 College Savings Plp	5B	-4.97	12.02	12.15
NY New Yorks 529 Program Direct Val	2.33B	-1.02	8.41	9.68
NV Vanguard 529 College Savings Psm	3.11B	-5.50	11.22	11.50
IN CollegeChoice Direct Savings Plu	1.25B	-4.86	7.98	11.59

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