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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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38.280 +1.140 +3.07%

31/05 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 16.66M

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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	0.530	0.530	0.000
Shares	99.470	99.470	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.151	16.282
Price to Book	2.640	2.631
Price to Sales	1.865	1.899
Price to Cash Flow	10.801	10.699
Dividend Yield	2.647	2.810
5 Years Earnings Growth	9.220	9.290

Sector Allocation

Name	Net %	Category Average
Financial Services	25.200	21.269
Healthcare	15.780	15.393
Industrials	14.590	12.854
Technology	9.750	10.936
Consumer Defensive	8.630	10.955
Consumer Cyclical	8.120	5.118
Energy	6.180	7.294
Utilities	4.640	7.245
Real Estate	2.820	2.878
Communication Services	2.430	3.825
Basic Materials	1.870	2.691

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	0.84	19.88	15.20
NV Vanguard 529 College Savings Plp	5.3B	1.01	14.26	12.69
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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