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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

Asset Class: Equity

Morningstar Rating:
Total Assets: 174.59M

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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	0.180	0.180	0.000
Shares	99.820	99.820	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.554	16.801
Price to Book	2.744	2.682
Price to Sales	1.905	1.952
Price to Cash Flow	11.050	10.905
Dividend Yield	2.540	2.729
5 Years Earnings Growth	9.067	8.807

Sector Allocation

Name	Net %	Category Average
Financial Services	26.270	21.487
Industrials	15.330	13.189
Healthcare	13.300	14.487
Technology	11.710	11.864
Consumer Defensive	8.250	10.417
Consumer Cyclical	7.630	5.269
Energy	5.780	7.234
Utilities	4.400	7.124
Real Estate	3.000	2.777
Communication Services	2.370	3.973
Basic Materials	1.960	2.639

Region Allocation

Equities

North America
Europe Developed
Asia

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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NY New York's 529.	40.030	+1.400	+3.62%
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