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

US Funds

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21.520 +0.530 +2.53%

30/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 23.44M

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	3.210	3.250	0.040
Stocks	49.150	49.150	0.000
Bonds	33.050	33.050	0.000
Convertible	0.010	0.010	0.000
Preferred	0.050	0.050	0.000
Other	14.530	14.530	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.789	16.044
Price to Book	3.049	2.173
Price to Sales	2.325	1.602
Price to Cash Flow	10.980	8.750
Dividend Yield	1.967	2.674
5 Years Earnings Growth	11.800	10.142

Sector Allocation

Name	Net %	Category Average
Technology	25.270	19.561
Financial Services	17.710	15.474
Consumer Cyclical	12.470	10.353
Industrials	10.420	10.485
Healthcare	9.570	11.586
Communication Services	6.770	6.904
Consumer Defensive	4.460	6.782
Energy	4.090	4.285
Real Estate	3.480	7.743
Utilities	2.960	3.145
Basic Materials	2.790	3.682

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	-	18.71	-	-
JPMorgan Core Plus Bond R6	-	11.97	-	-
JP Morgan High Yield Broad (Cincinnati)	-	10.16	-	-
JPMorgan Global Select Equity A	AU60PER99979	9.02	-	-
JPMorgan Equity Index R6	-	8.28	-	-
JPMorgan Value Advantage R6	-	5.09	-	-
JPMorgan Growth Advantage R6	-	5.00	-	-
SPDR Portfolio Aggregate Bond	US78464A6495	4.99	24.95	-0.16%
JPMorgan Emerging Mkts Rsrch Enh Eq I	-	4.41	-	-
JPMorgan Mid Cap Equity R6	-	4.33	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	31.97	9.58	15.49
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17
NY New Yorks 529 Program Direct Val	2.36B	23.71	12.20	10.65
NV Vanguard 529 College Savings Psm	1.81B	27.52	10.25	12.72
IN CollegeChoice Direct Savings Plu	1.32B	27.47	10.22	12.68

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	21.520	+0.530	+2.53%