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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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38.490 -1.290 -3.24%

31/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 16.99M

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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	0.340	0.340	0.000
Shares	99.660	99.660	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.942	16.613
Price to Book	2.672	2.762
Price to Sales	2.053	1.984
Price to Cash Flow	12.709	11.533
Dividend Yield	2.590	2.665
5 Years Earnings Growth	9.042	9.322

Sector Allocation

Name	Net %	Category Average
Financial Services	26.900	21.381
Healthcare	15.510	15.223
Industrials	14.890	12.671
Technology	9.460	11.835
Consumer Defensive	7.960	10.390
Consumer Cyclical	7.350	5.262
Energy	6.650	7.400
Utilities	4.440	7.117
Real Estate	2.660	2.817
Communication Services	2.190	3.527
Basic Materials	1.990	2.497

Region Allocation

Equities

North America
Europe Developed
Asia

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	4.85B	-9.53	9.42	14.11
NV Vanguard 529 College Savings Plp	2.5B	-4.30	8.92	12.33
NY New Yorks 529 Program Direct Val	2.36B	2.61	7.96	10.25
NV Vanguard 529 College Savings Psm	1.81B	-4.85	8.01	11.62
IN CollegeChoice Direct Savings Plu	1.25B	-4.86	7.98	11.59

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Recent Quotes

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NY New York’s 529.	38.490	-1.290	-3.24%
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