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NY New York's 529 Advisor-Guided Program JPMorgan 529 Equity Income Portfolio Advisor (0P0000W6XH)

US Funds

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41.340 -0.590 -1.41%

31/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 18.53M

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0P0000W6XH Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Advisor-Guided Program JPMorgan (0P0000W6XH) 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	0.640	0.640	0.000
Shares	99.360	99.360	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.586	16.675
Price to Book	2.682	2.706
Price to Sales	2.013	2.056
Price to Cash Flow	12.039	11.194
Dividend Yield	2.502	2.673
5 Years Earnings Growth	9.442	8.737

Sector Allocation

Name	Net %	Category Average
Financial Services	25.920	21.350
Industrials	15.040	13.190
Healthcare	13.620	14.630
Technology	12.320	11.541
Consumer Cyclical	8.580	5.423
Consumer Defensive	7.630	10.454
Energy	5.330	7.260
Utilities	4.780	7.146
Real Estate	3.140	2.830
Basic Materials	1.890	2.623
Communication Services	1.760	4.024

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	JPMorgan Equity Income R6	-	100.00	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	6.48B	21.94	31.48	17.33
NV Vanguard 529 College Savings Plp	6.18B	17.39	22.51	14.47
NV Vanguard 529 College Savings Psm	3.76B	16.74	21.64	13.92
NY New Yorks 529 Program Direct Val	2.38B	11.44	13.05	11.14
NV Vanguard 529 College Savings Pgi	2.37B	21.89	31.44	17.25

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Recent Quotes

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NY New York’s 529.	41.340	-0.590	-1.41%
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