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

US Funds

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22.810 +0.410 +1.83%

31/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 27.04M

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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	2.520	2.540	0.020
Shares	40.170	40.170	0.000
Bonds	40.790	40.790	0.000
Convertible	0.020	0.020	0.000
Preferred	0.060	0.060	0.000
Other	16.440	16.440	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.155	16.647
Price to Book	3.488	2.216
Price to Sales	2.591	1.633
Price to Cash Flow	12.242	8.811
Dividend Yield	1.735	2.654
5 Years Earnings Growth	9.512	9.563

Sector Allocation

Name	Net %	Category Average
Technology	26.180	19.879
Financial Services	17.800	15.829
Consumer Cyclical	12.570	10.360
Industrials	10.670	10.582
Healthcare	9.690	11.072
Communication Services	8.320	7.186
Energy	3.980	4.158
Consumer Defensive	3.690	6.610
Utilities	3.040	3.145
Real Estate	2.190	7.665
Basic Materials	1.870	3.515

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 14

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	19.55	-	-
JPMorgan Core Plus Bond R6	-	13.53	-	-
JP Morgan High Yield Broad (Cincinnati)	-	10.27	-	-
SPDR Portfolio Aggregate Bond	US78464A6495	9.72	25.84	-0.08%
JPMorgan Global Select Equity A	AU60PER99979	8.92	-	-
JPMorgan Equity Index R6	-	7.46	-	-
Beta International 2009	-	6.05	-	-
JPMorgan US Equity R6	-	5.74	-	-
JPMorgan Growth Advantage R6	-	5.43	-	-
JPMorgan Value Advantage R6	-	5.07	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	5.91B	12.01	24.86	17.00
NV Vanguard 529 College Savings Plp	5.71B	10.69	19.38	14.43
NV Vanguard 529 College Savings Psm	3.5B	10.44	18.66	13.81
NY New Yorks 529 Program Direct Val	2.32B	9.37	13.47	11.46
NV Vanguard 529 College Savings Pgi	2.15B	11.98	24.82	16.92

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