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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Age-based14 Advisor (0P0000W6WD)

US Funds

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20.980 -0.540 -2.51%

31/12 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 24.52M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000W6WD Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Advisor-Guided Program JPMorgan (0P0000W6WD) 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	3.120	3.150	0.030
Stocks	48.830	48.830	0.000
Bonds	36.300	36.300	0.000
Convertible	0.010	0.010	0.000
Preferred	0.050	0.050	0.000
Other	11.680	11.690	0.010

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.435	15.999
Price to Book	2.971	2.164
Price to Sales	2.156	1.592
Price to Cash Flow	11.175	8.753
Dividend Yield	2.006	2.678
5 Years Earnings Growth	11.134	10.002

Sector Allocation

Name	Net %	Category Average
Technology	24.990	19.691
Financial Services	18.000	15.597
Consumer Cyclical	12.990	10.483
Industrials	10.300	10.455
Healthcare	9.510	11.418
Communication Services	6.720	6.923
Consumer Defensive	4.440	6.750
Energy	4.030	4.264
Real Estate	3.430	7.713
Utilities	2.950	3.114
Basic Materials	2.640	3.592

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 17

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	18.92	-	-
JPMorgan Core Plus Bond R6	-	12.05	-	-
JPMorgan Global Select Equity A	AU60PER99979	8.84	-	-
JPMorgan Equity Index R6	-	8.20	-	-
SPDR Portfolio Aggregate Bond	US78464A6495	8.02	25.15	-0.16%
JP Morgan High Yield Broad (Cincinnati)	-	7.33	-	-
JPMorgan Value Advantage R6	-	5.03	-	-
JPMorgan Growth Advantage R6	-	4.97	-	-
JPMorgan Mid Cap Equity R6	-	4.76	-	-
JPMorgan International Equity R6	-	4.25	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	32.57	9.11	15.65
NV Vanguard 529 College Savings Plp	2.5B	24.86	8.80	12.93
NY New Yorks 529 Program Direct Val	2.36B	15.89	7.38	9.90
NV Vanguard 529 College Savings Psm	1.81B	23.65	7.78	12.37
IN CollegeChoice Direct Savings Plu	1.3B	23.61	7.74	12.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	20.980	-0.540	-2.51%