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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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35.370 +0.430 +1.23%

31/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.99M

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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	1.840	1.840	0.000
Shares	98.160	98.160	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.925	22.426
Price to Book	2.257	2.098
Price to Sales	1.327	2.912
Price to Cash Flow	10.880	10.844
Dividend Yield	1.972	2.506
5 Years Earnings Growth	8.313	8.786

Sector Allocation

Name	Net %	Category Average
Financial Services	19.270	16.969
Industrials	15.110	16.548
Consumer Cyclical	12.270	7.656
Technology	11.130	11.766
Real Estate	9.290	30.567
Healthcare	8.840	10.912
Utilities	7.160	5.832
Energy	6.320	6.209
Consumer Defensive	5.670	7.079
Basic Materials	2.790	4.175
Communication Services	2.160	1.487

Region Allocation

Equities

North America

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	5.91B	11.07	22.39	16.14
NV Vanguard 529 College Savings Plp	5.71B	8.50	16.95	13.49
NV Vanguard 529 College Savings Psm	3.5B	7.98	16.28	12.86
NY New Yorks 529 Program Direct Val	2.32B	5.73	11.16	10.42
NV Vanguard 529 College Savings Pgi	2.15B	11.04	22.35	16.06

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