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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Equity Income Portfolio Advisor (0P0000W6XH)

US Funds

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39.320 +1.860 +4.97%

31/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 17.14M

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0P0000W6XH Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Advisor-Guided Program JPMorgan (0P0000W6XH) 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	0.320	0.320	0.000
Stocks	99.680	99.680	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.284	16.375
Price to Book	2.705	2.662
Price to Sales	1.937	1.930
Price to Cash Flow	12.292	11.567
Dividend Yield	2.700	2.714
5 Years Earnings Growth	8.630	8.415

Sector Allocation

Name	Net %	Category Average
Financial Services	27.030	20.752
Industrials	15.550	12.847
Healthcare	14.440	14.875
Technology	9.380	11.850
Consumer Defensive	7.620	10.639
Consumer Cyclical	7.150	5.445
Energy	6.950	7.893
Utilities	4.660	7.120
Basic Materials	2.500	2.706
Communication Services	2.430	3.411
Real Estate	2.280	2.726

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	1.94	13.47	16.05
NV Vanguard 529 College Savings Plp	2.5B	2.77	11.76	13.58
NY New Yorks 529 Program Direct Val	2.36B	4.38	9.31	10.82
NV Vanguard 529 College Savings Psm	1.81B	3.09	11.15	13.03
IN CollegeChoice Direct Savings Plu	1.35B	23.61	7.74	12.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	39.320	+1.860	+4.97%