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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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36.210 +0.840 +2.37%

31/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.2M

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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	2.980	2.980	0.000
Shares	97.020	97.020	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.202	22.729
Price to Book	2.253	2.123
Price to Sales	1.323	2.928
Price to Cash Flow	10.728	10.783
Dividend Yield	1.941	2.457
5 Years Earnings Growth	8.465	8.817

Sector Allocation

Name	Net %	Category Average
Financial Services	17.470	16.572
Industrials	14.010	16.689
Consumer Cyclical	12.610	7.652
Technology	11.100	11.978
Real Estate	9.340	30.438
Healthcare	9.060	10.802
Utilities	8.080	5.919
Energy	7.030	6.444
Consumer Defensive	5.920	7.146
Basic Materials	2.990	4.123
Communication Services	2.380	1.492

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	12.01	24.86	17.00
NV Vanguard 529 College Savings Plp	5.71B	10.69	19.38	14.43
NV Vanguard 529 College Savings Psm	3.5B	10.44	18.66	13.81
NY New Yorks 529 Program Direct Val	2.32B	9.37	13.47	11.46
NV Vanguard 529 College Savings Pgi	2.15B	11.98	24.82	16.92

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Recent Quotes

Name	Price	Chg.	Chg. %
NY New York’s 529.	36.210	+0.840	+2.37%
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SHMT	34.00	0.00	0.00%
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CMPCO/DOGE	0.19920	0.00000	0.00%
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