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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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37.140 -1.350 -3.51%

30/04 - 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	16.369
Price to Book	2.672	2.707
Price to Sales	2.053	1.968
Price to Cash Flow	12.709	11.431
Dividend Yield	2.590	2.706
5 Years Earnings Growth	9.042	9.172

Sector Allocation

Name	Net %	Category Average
Financial Services	26.900	21.436
Healthcare	15.510	15.650
Industrials	14.890	12.487
Technology	9.460	10.843
Consumer Defensive	7.960	10.701
Consumer Cyclical	7.350	5.021
Energy	6.650	7.621
Utilities	4.440	7.264
Real Estate	2.660	2.815
Communication Services	2.190	3.883
Basic Materials	1.990	2.739

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%
NV Vanguard 529 College Savings Plp	5B	-4.97	12.02	12.15
NY New Yorks 529 Program Direct Gro	4.85B	-7.54	15.38	14.37
NV Vanguard 529 College Savings Psm	3.11B	-5.50	11.22	11.50
NY New Yorks 529 Program Direct Val	2.33B	-1.02	8.41	9.68
NV Vanguard 529 College Savings Pgi	1.75B	-7.56	15.35	14.29

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	37.140	-1.350	-3.51%
	Invesco Internati.	13.857	+0.620	+4.72%