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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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38.540 +0.440 +1.15%

28/02 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 176.12M

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	0.210	0.210	0.000
Stocks	99.790	99.790	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.545	16.639
Price to Book	2.812	2.758
Price to Sales	2.110	1.985
Price to Cash Flow	12.875	11.557
Dividend Yield	2.519	2.667
5 Years Earnings Growth	9.179	9.307

Sector Allocation

Name	Net %	Category Average
Financial Services	27.610	21.052
Industrials	15.410	12.717
Healthcare	15.280	15.135
Technology	9.540	11.964
Consumer Defensive	7.440	10.604
Consumer Cyclical	7.110	5.255
Energy	6.550	7.540
Utilities	4.420	7.190
Real Estate	2.510	2.803
Basic Materials	2.110	2.515
Communication Services	2.030	3.495

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	-1.15	14.10	14.99
NV Vanguard 529 College Savings Plp	2.5B	1.43	12.40	12.81
NY New Yorks 529 Program Direct Val	2.36B	5.20	10.02	10.35
NV Vanguard 529 College Savings Psm	1.81B	1.11	11.40	12.18
IN CollegeChoice Direct Savings Plu	1.32B	1.11	11.37	12.15

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Recent Quotes

Name	Price	Chg.	Chg. %
NY New York's 529.	38.540	+0.440	+1.15%
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Ping An Gold GJ M.	1.000	0.000	0.00%
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