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NY New York's 529 Advisor-Guided Program JPMorgan 529 Age-Based14 Advisor (0P0000W6WD)

US Funds

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23.360 +0.180 +0.78%

31/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 27.23M

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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	2.740	2.750	0.010
Shares	40.830	40.830	0.000
Bonds	40.090	40.090	0.000
Convertible	0.020	0.020	0.000
Preferred	0.060	0.060	0.000
Other	16.270	16.270	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.948	16.313
Price to Book	3.550	2.231
Price to Sales	2.617	1.642
Price to Cash Flow	13.011	8.870
Dividend Yield	1.707	2.664
5 Years Earnings Growth	9.227	9.455

Sector Allocation

Name	Net %	Category Average
Technology	26.370	19.865
Financial Services	17.540	15.798
Consumer Cyclical	12.850	10.343
Industrials	10.240	10.467
Healthcare	9.830	10.968
Communication Services	8.400	7.278
Energy	3.920	4.259
Consumer Defensive	3.720	6.537
Utilities	2.930	3.348
Real Estate	2.190	7.590
Basic Materials	2.020	3.553

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	-	19.41	-	-
JPMorgan Core Plus Bond R6	-	13.38	-	-
JP Morgan High Yield Broad (Cincinnati)	-	10.18	-	-
SPDR Portfolio Aggregate Bond	US78464A6495	9.66	26.05	+0.12%
JPMorgan Global Select Equity A	AU60PER99979	9.11	-	-
JPMorgan Equity Index R6	-	7.62	-	-
Beta International 2009	-	5.97	-	-
JPMorgan US Equity R6	-	5.86	-	-
JPMorgan Growth Advantage R6	-	5.59	-	-
JPMorgan International Equity R6	-	5.04	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	6.23B	21.94	31.48	17.33
NV Vanguard 529 College Savings Plp	6.04B	17.39	22.51	14.47
NV Vanguard 529 College Savings Psm	3.69B	16.74	21.64	13.92
NY New Yorks 529 Program Direct Val	2.41B	11.44	13.05	11.14
NV Vanguard 529 College Savings Pgi	2.27B	21.89	31.44	17.25

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