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

US Funds

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21.690 +0.500 +2.36%

31/05 - Closed. 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	2.610	2.620	0.010
Shares	44.240	44.240	0.000
Bonds	37.360	37.360	0.000
Convertible	0.010	0.010	0.000
Preferred	0.050	0.050	0.000
Other	15.740	15.740	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.355	15.980
Price to Book	2.993	2.127
Price to Sales	2.176	1.564
Price to Cash Flow	11.377	8.478
Dividend Yield	2.034	2.718
5 Years Earnings Growth	9.196	9.477

Sector Allocation

Name	Net %	Category Average
Technology	23.930	19.133
Financial Services	18.680	15.939
Consumer Cyclical	14.210	10.375
Industrials	10.430	10.520
Healthcare	9.840	11.475
Communication Services	7.680	7.037
Consumer Defensive	4.180	6.893
Energy	3.680	4.204
Utilities	2.800	3.127
Real Estate	2.310	7.725
Basic Materials	2.270	3.572

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	25.51	-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%
NV Vanguard 529 College Savings Plp	5.3B	1.01	14.26	12.69
NY New Yorks 529 Program Direct Gro	5.39B	0.84	19.88	15.20
NV Vanguard 529 College Savings Psm	3.28B	0.48	13.62	12.03
NY New Yorks 529 Program Direct Val	2.28B	1.86	8.61	9.87
NV Vanguard 529 College Savings Pgi	1.95B	0.82	19.84	15.12

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Recent Quotes

Name	Price	Chg.	Chg. %
NY New York’s 529.	21.690	+0.500	+2.36%
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