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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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34.940 +0.750 +2.19%

30/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.89M

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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	3.110	3.110	0.000
Shares	96.890	96.890	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.912	22.365
Price to Book	2.280	2.099
Price to Sales	1.376	2.923
Price to Cash Flow	10.589	10.781
Dividend Yield	1.977	2.515
5 Years Earnings Growth	8.171	8.756

Sector Allocation

Name	Net %	Category Average
Financial Services	18.970	16.937
Industrials	15.360	16.423
Consumer Cyclical	12.410	7.708
Technology	10.470	11.532
Real Estate	9.550	30.629
Healthcare	8.890	11.007
Utilities	7.880	5.941
Consumer Defensive	6.480	7.192
Energy	5.560	6.110
Basic Materials	2.810	4.234
Communication Services	1.620	1.428

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	5.39B	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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Recent Quotes

Name	Price	Chg.	Chg. %
NY New York’s 529.	34.940	+0.750	+2.19%
TianHong CSI Ensu.	1.102	+0.002	+0.18%
JPMorgan Funds - .	69.010	+0.240	+0.35%
Sycomore Fund SIC.	178.144	-5.169	-2.82%
Sycomore Fund SIC.	205.844	-5.967	-2.82%
AMOne DIAM Domest.	10,950.000	0.000	0.00%
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