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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Mid Cap Value Portfolio Advisor (0P0000W6XT)

US Funds

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35.300 -0.520 -1.45%

28/02 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.22M

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0P0000W6XT Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Advisor-Guided Program JPMorgan (0P0000W6XT) 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	2.440	2.440	0.000
Stocks	97.560	97.560	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.204	22.195
Price to Book	2.325	2.139
Price to Sales	1.285	2.917
Price to Cash Flow	11.385	11.328
Dividend Yield	1.868	2.475
5 Years Earnings Growth	11.612	10.614

Sector Allocation

Name	Net %	Category Average
Financial Services	20.620	16.763
Industrials	16.010	16.546
Consumer Cyclical	12.280	7.654
Technology	9.740	11.856
Healthcare	8.960	11.392
Real Estate	8.580	30.458
Utilities	7.100	5.796
Energy	5.850	5.968
Consumer Defensive	5.800	6.932
Basic Materials	3.110	4.260
Communication Services	1.960	1.578

Region Allocation

Equities

North America
Latin America

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	JPMorgan Mid Cap Value A	-	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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