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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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36.300 -3.010 -7.66%

31/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 165.67M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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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	0.110	0.110	0.000
Stocks	99.890	99.890	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.755	16.773
Price to Book	3.012	2.753
Price to Sales	2.390	2.009
Price to Cash Flow	13.493	11.909
Dividend Yield	2.516	2.649
5 Years Earnings Growth	8.633	8.541

Sector Allocation

Name	Net %	Category Average
Financial Services	25.440	20.347
Industrials	15.490	12.866
Healthcare	14.340	15.208
Technology	9.800	11.795
Consumer Defensive	8.370	10.442
Energy	7.320	8.019
Consumer Cyclical	6.920	5.276
Utilities	4.810	7.153
Basic Materials	2.650	2.825
Communication Services	2.540	3.420
Real Estate	2.310	2.768

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	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	27.47	10.22	12.68

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York's 529.	36.300	-3.010	-7.66%