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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Mid Cap Value Portfolio Advisor (0P0000W6XT)

US Funds

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37.250 +2.520 +7.26%

30/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.34M

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0P0000W6XT Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Advisor-Guided Program JPMorgan (0P0000W6XT) 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	1.210	1.210	0.000
Shares	98.790	98.790	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.866	22.425
Price to Book	2.328	2.159
Price to Sales	1.640	2.972
Price to Cash Flow	11.720	11.525
Dividend Yield	1.894	2.431
5 Years Earnings Growth	9.389	8.982

Sector Allocation

Name	Net %	Category Average
Financial Services	20.260	16.283
Industrials	15.640	16.734
Consumer Cyclical	12.210	8.080
Technology	10.960	11.283
Real Estate	8.520	30.656
Utilities	8.060	6.729
Healthcare	6.660	10.453
Consumer Defensive	5.940	6.897
Energy	5.690	5.803
Basic Materials	3.940	4.429
Communication Services	2.120	1.598

Region Allocation

Equities

North America
Latin America

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	JPMorgan Mid Cap Value A	-	100.00	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	31.97	9.58	15.49
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17
NY New Yorks 529 Program Direct Val	2.36B	23.71	12.20	10.65
NV Vanguard 529 College Savings Psm	1.81B	27.52	10.25	12.72
IN CollegeChoice Direct Savings Plu	1.32B	27.47	10.22	12.68

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	37.250	+2.520	+7.26%