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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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33.310 -0.720 -2.12%

30/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.49M

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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	3.930	3.930	0.000
Shares	96.070	96.070	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.772	21.773
Price to Book	2.182	2.048
Price to Sales	1.288	2.870
Price to Cash Flow	10.597	10.867
Dividend Yield	2.094	2.608
5 Years Earnings Growth	10.075	10.004

Sector Allocation

Name	Net %	Category Average
Financial Services	19.420	16.761
Industrials	14.500	16.231
Consumer Cyclical	12.230	7.593
Real Estate	9.660	30.836
Technology	9.300	11.054
Healthcare	8.950	11.281
Utilities	8.550	6.031
Consumer Defensive	6.540	7.258
Energy	6.010	6.261
Basic Materials	2.790	4.299
Communication Services	2.060	1.484

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%
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.	33.310	-0.720	-2.12%
Portolan Equity U.	1,068.453	+4.960	+0.47%
Comgest Growth Eu.	40.500	-0.360	-0.88%
ITAU MULTI HEDGE .	75.350	+0.059	+0.08%