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

US Funds

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21.580 +0.160 +0.75%

28/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 25.65M

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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	2.830	2.870	0.040
Stocks	45.740	45.740	0.000
Bonds	39.680	39.680	0.000
Convertible	0.010	0.010	0.000
Preferred	0.060	0.060	0.000
Other	11.680	11.690	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.886	16.108
Price to Book	3.032	2.175
Price to Sales	2.188	1.601
Price to Cash Flow	11.061	8.769
Dividend Yield	1.984	2.670
5 Years Earnings Growth	10.943	9.931

Sector Allocation

Name	Net %	Category Average
Technology	24.220	19.514
Financial Services	18.940	15.699
Consumer Cyclical	13.880	10.553
Industrials	10.200	10.460
Healthcare	9.800	11.463
Communication Services	7.420	7.011
Consumer Defensive	4.050	6.717
Energy	3.900	4.247
Basic Materials	2.730	3.595
Utilities	2.670	3.092
Real Estate	2.210	7.652

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 16

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	19.14	-	-
JPMorgan Core Plus Bond R6	-	12.18	-	-
SPDR Portfolio Aggregate Bond	US78464A6495	10.64	25.34	-0.08%
JPMorgan Global Select Equity A	AU60PER99979	8.85	-	-
JP Morgan High Yield Broad (Cincinnati)	-	7.26	-	-
JPMorgan Equity Index R6	-	7.10	-	-
JPMorgan Value Advantage R6	-	4.99	-	-
JPMorgan Growth Advantage R6	-	4.81	-	-
JPMorgan International Equity R6	-	4.32	-	-
Beta International 2009	-	4.31	-	-

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.	21.580	+0.160	+0.75%
Pictet High Divid.	215.930	-0.970	-0.45%
Capital Group New.	32.170	-0.110	-0.34%