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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Equity Income Portfolio A (0P0000W6XE)

US Funds

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40.030 +1.400 +3.62%

31/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 182.99M

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0P0000W6XE Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York's 529 Advisor-Guided Program JPMorgan (0P0000W6XE) 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	0.410	0.410	0.000
Shares	99.590	99.590	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.385	17.294
Price to Book	2.772	2.701
Price to Sales	2.111	2.044
Price to Cash Flow	12.308	11.181
Dividend Yield	2.471	2.674
5 Years Earnings Growth	9.414	8.838

Sector Allocation

Name	Net %	Category Average
Financial Services	25.950	21.466
Industrials	15.630	13.298
Healthcare	12.690	14.393
Technology	11.630	11.767
Consumer Defensive	7.970	10.303
Consumer Cyclical	7.920	5.344
Energy	6.050	7.308
Utilities	4.720	7.204
Real Estate	3.110	2.802
Communication Services	2.290	3.928
Basic Materials	2.040	2.647

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	JPMorgan Equity Income R6	-	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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