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

US Funds

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22.330 +0.640 +2.95%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 26.86M

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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	2.760	2.820	0.060
Shares	44.980	44.980	0.000
Bonds	36.660	36.660	0.000
Convertible	0.010	0.010	0.000
Preferred	0.050	0.050	0.000
Other	15.550	15.550	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.805	16.415
Price to Book	3.092	2.181
Price to Sales	2.287	1.600
Price to Cash Flow	11.582	8.700
Dividend Yield	1.964	2.689
5 Years Earnings Growth	9.309	9.451

Sector Allocation

Name	Net %	Category Average
Technology	25.420	19.723
Financial Services	18.570	15.901
Consumer Cyclical	13.600	10.386
Industrials	10.600	10.580
Healthcare	8.960	11.106
Communication Services	8.060	7.154
Consumer Defensive	3.930	6.704
Energy	3.770	4.151
Utilities	2.660	3.110
Basic Materials	2.220	3.511
Real Estate	2.200	7.676

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	-	21.08	-	-
JPMorgan Core Plus Bond R6	-	11.88	-	-
JP Morgan High Yield Broad (Cincinnati)	-	10.14	-	-
JPMorgan Global Select Equity A	AU60PER99979	9.08	-	-
JPMorgan Equity Index R6	-	6.34	-	-
SPDR Portfolio Aggregate Bond	US78464A6495	5.93	25.57	-0.08%
JPMorgan Growth Advantage R6	-	5.65	-	-
Beta International 2009	-	5.27	-	-
JPMorgan Value Advantage R6	-	5.03	-	-
JPMorgan International Equity R6	-	4.27	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.39B	11.07	22.39	16.14
NV Vanguard 529 College Savings Plp	5.3B	8.50	16.95	13.49
NV Vanguard 529 College Savings Psm	3.28B	7.98	16.28	12.86
NY New Yorks 529 Program Direct Val	2.28B	5.73	11.16	10.42
NV Vanguard 529 College Savings Pgi	1.95B	11.04	22.35	16.06

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Recent Quotes

Name	Price	Chg.	Chg. %
NY New York’s 529.	22.330	+0.640	+2.95%
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