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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Realty Income Etf Portfolio Advisor (0P0000W6YL)

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21.870 -0.540 -2.41%

31/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.2M

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0P0000W6YL Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York's 529 Advisor-Guided Program JPMorgan (0P0000W6YL) 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 %
Other	100.000	100.000	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	35.670	31.185
Price to Book	1.830	1.999
Price to Sales	6.155	4.785
Price to Cash Flow	15.209	14.803
Dividend Yield	3.179	3.867
5 Years Earnings Growth	7.515	5.927

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	JPMorgan Realty Income A	-	100.00	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	-9.53	9.42	14.11
NV Vanguard 529 College Savings Plp	2.5B	-4.30	8.92	12.33
NY New Yorks 529 Program Direct Val	2.36B	2.61	7.96	10.25
NV Vanguard 529 College Savings Psm	1.81B	-4.85	8.01	11.62
IN CollegeChoice Direct Savings Plu	1.25B	-4.86	7.98	11.59

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York's 529.	21.870	-0.540	-2.41%