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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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37.110 +0.030 +0.08%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 170.3M

Type: Fund

Market: United States

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	0.170	0.170	0.000
Stocks	99.830	99.830	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.489	16.411
Price to Book	2.974	2.717
Price to Sales	2.369	1.982
Price to Cash Flow	13.164	11.835
Dividend Yield	2.630	2.650
5 Years Earnings Growth	9.379	8.801

Sector Allocation

Name	Net %	Category Average
Financial Services	24.570	19.978
Industrials	15.570	12.784
Healthcare	14.300	15.469
Technology	10.130	12.018
Consumer Defensive	9.060	10.544
Energy	7.780	8.020
Consumer Cyclical	6.220	5.233
Utilities	4.680	7.086
Basic Materials	3.140	2.897
Communication Services	2.350	3.347
Real Estate	2.190	2.742

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 Grp	33.25B	11.73	3.46	7.89
NV Vanguard 529 College Savings Plp	2.5B	20.84	8.94	12.83
NY New Yorks 529 Program Direct Mog	2.21B	8.59	1.87	5.86
NY New Yorks 529 Program Direct Cog	2.08B	5.41	0.01	3.69
NV Vanguard 529 College Savings Psm	1.81B	19.59	7.38	12.27

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York's 529.	37.110	+0.030	+0.08%