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

US Funds

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21.580 +0.160 +0.75%

28/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 25.65M

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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	3.000	3.030	0.030
Shares	48.500	48.500	0.000
Bonds	36.820	36.820	0.000
Convertible	0.010	0.010	0.000
Preferred	0.050	0.050	0.000
Other	11.610	11.620	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.170	16.120
Price to Book	3.120	2.179
Price to Sales	2.276	1.605
Price to Cash Flow	11.471	8.786
Dividend Yield	1.875	2.665
5 Years Earnings Growth	11.332	9.948

Sector Allocation

Name	Net %	Category Average
Technology	25.720	19.576
Financial Services	18.070	15.663
Consumer Cyclical	13.530	10.538
Industrials	10.110	10.456
Healthcare	9.500	11.450
Communication Services	7.160	7.000
Consumer Defensive	4.130	6.720
Energy	4.040	4.253
Basic Materials	2.700	3.594
Utilities	2.690	3.093
Real Estate	2.350	7.658

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	-	18.78	-	-
JPMorgan Core Plus Bond R6	-	11.98	-	-
JPMorgan Global Select Equity A	AU60PER99979	8.99	-	-
SPDR Portfolio Aggregate Bond	US78464A6495	8.49	25.44	+0.28%
JPMorgan Equity Index R6	-	8.24	-	-
JP Morgan High Yield Broad (Cincinnati)	-	7.25	-	-
JPMorgan Growth Advantage R6	-	5.01	-	-
JPMorgan Value Advantage R6	-	4.99	-	-
JPMorgan Mid Cap Equity R6	-	4.76	-	-
Beta International 2009	-	4.26	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.32B	3.09	11.13	13.00

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