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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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40.550 +0.520 +1.30%

30/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 185.7M

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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	17.002	16.877
Price to Book	2.788	2.705
Price to Sales	2.131	2.058
Price to Cash Flow	12.246	11.196
Dividend Yield	2.471	2.672
5 Years Earnings Growth	9.382	8.791

Sector Allocation

Name	Net %	Category Average
Financial Services	25.950	21.357
Industrials	15.630	13.292
Healthcare	12.690	14.498
Technology	11.630	11.499
Consumer Defensive	7.970	10.491
Consumer Cyclical	7.920	5.407
Energy	6.050	7.293
Utilities	4.720	7.177
Real Estate	3.110	2.824
Communication Services	2.290	3.998
Basic Materials	2.040	2.633

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	6.23B	17.28	31.55	17.87
NV Vanguard 529 College Savings Plp	6.04B	14.72	24.77	15.13
NV Vanguard 529 College Savings Psm	3.69B	14.25	23.97	14.54
NY New Yorks 529 Program Direct Val	2.41B	11.90	17.52	12.00
NV Vanguard 529 College Savings Pgi	2.27B	17.24	31.51	17.80

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Recent Quotes

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