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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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39.790 +1.510 +3.94%

30/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 17.18M

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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	0.260	0.260	0.000
Shares	99.740	99.740	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.022	16.910
Price to Book	2.816	2.710
Price to Sales	2.026	1.971
Price to Cash Flow	11.351	10.947
Dividend Yield	2.524	2.742
5 Years Earnings Growth	9.097	8.917

Sector Allocation

Name	Net %	Category Average
Financial Services	26.050	21.305
Industrials	15.280	13.229
Healthcare	13.510	14.766
Technology	10.820	11.646
Consumer Defensive	8.590	10.620
Consumer Cyclical	7.940	5.178
Energy	5.810	7.170
Utilities	4.550	7.125
Real Estate	3.100	2.883
Communication Services	2.380	3.834
Basic Materials	1.980	2.703

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	5.39B	7.05	25.97	16.08
NV Vanguard 529 College Savings Plp	5.3B	6.13	19.55	13.47
NV Vanguard 529 College Savings Psm	3.28B	5.58	18.92	12.78
NY New Yorks 529 Program Direct Val	2.28B	5.55	13.00	10.50
NV Vanguard 529 College Savings Pgi	1.95B	7.03	25.92	16.00

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