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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: 25.68M

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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	2.800	2.830	0.030
Shares	44.190	44.190	0.000
Bonds	37.240	37.240	0.000
Convertible	0.010	0.010	0.000
Preferred	0.050	0.050	0.000
Other	15.720	15.720	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.376	16.144
Price to Book	2.988	2.146
Price to Sales	2.218	1.580
Price to Cash Flow	11.277	8.550
Dividend Yield	2.019	2.709
5 Years Earnings Growth	9.211	9.417

Sector Allocation

Name	Net %	Category Average
Technology	24.680	19.317
Financial Services	18.810	15.971
Consumer Cyclical	14.100	10.395
Industrials	10.690	10.597
Healthcare	8.990	11.213
Communication Services	7.850	7.111
Consumer Defensive	4.000	6.843
Energy	3.690	4.188
Utilities	2.780	3.113
Basic Materials	2.240	3.549
Real Estate	2.160	7.703

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	-	21.38	-	-
JPMorgan Core Plus Bond R6	-	12.07	-	-
JP Morgan High Yield Broad (Cincinnati)	-	10.28	-	-
JPMorgan Global Select Equity A	AU60PER99979	8.93	-	-
JPMorgan Equity Index R6	-	6.21	-	-
SPDR Portfolio Aggregate Bond	US78464A6495	6.03	25.32	+0.16%
JPMorgan Growth Advantage R6	-	5.50	-	-
Beta International 2009	-	5.30	-	-
JPMorgan Value Advantage R6	-	4.92	-	-
JPMorgan International Equity R6	-	4.28	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.39B	7.05	25.97	16.08
NV Vanguard 529 College Savings Plp	5.3B	6.13	19.55	13.47
NV Vanguard 529 College Savings Psm	3.28B	5.58	18.92	12.78
NY New Yorks 529 Program Direct Val	2.28B	5.55	13.00	10.50
NV Vanguard 529 College Savings Pgi	1.95B	7.03	25.92	16.00

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