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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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38.510 +1.450 +3.91%

30/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 170.19M

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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	0.530	0.530	0.000
Shares	99.470	99.470	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.151	16.603
Price to Book	2.640	2.663
Price to Sales	1.865	1.918
Price to Cash Flow	10.801	10.781
Dividend Yield	2.647	2.773
5 Years Earnings Growth	9.220	8.979

Sector Allocation

Name	Net %	Category Average
Financial Services	25.200	21.370
Healthcare	15.780	15.237
Industrials	14.590	12.993
Technology	9.750	11.110
Consumer Defensive	8.630	10.857
Consumer Cyclical	8.120	5.127
Energy	6.180	7.207
Utilities	4.640	7.183
Real Estate	2.820	2.869
Communication Services	2.430	3.814
Basic Materials	1.870	2.690

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	5.39B	7.05	25.97	16.08
NV Vanguard 529 College Savings Plp	5.3B	6.13	19.55	13.47
NV Vanguard 529 College Savings Psm	3.28B	5.58	18.92	12.78
NY New Yorks 529 Program Direct Val	2.28B	5.55	13.00	10.50
NV Vanguard 529 College Savings Pgi	1.95B	7.03	25.92	16.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York's 529.	38.510	+1.450	+3.91%
	Sycomore Fund SIC.	213.515	-0.322	-0.15%