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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Equity Income Portfolio A (0P0000W6XE)

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37.110 +0.030 +0.08%

31/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 170.3M

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0P0000W6XE Overview

Find basic information about the Ny New York's 529 Advisor-guided Program Jpmorgan 529 Equity Income Portfolio A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000W6XE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change27.22%

Prev. Close37.08

Risk Rating

TTM YieldN/A

ROE20.73%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA6.87%

Inception DateMay 04, 2012

Total Assets170.3M

ExpensesN/A

Min. InvestmentN/A

Market Cap133.39B

CategoryStatic Large Value

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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Equity Income Portfolio A Analysis

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1147	1042	1272	1204	1601	2451
Fund Return	14.75%	4.15%	27.22%	6.37%	9.87%	9.38%
Place in category	62	8	98	95	61	31
% in Category	44	4	62	69	59	41

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

Top Funds for Static Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Val	1.22B	17.24	9.09	10.33
NV Vanguard 529 College Savings Pla	439.05M	17.23	9.07	10.25
VA CollegeAmerica 529 Washington Mu	217.88M	17.65	9.89	11.56
NE NEST Direct 529 Vanguard Equity	70.13M	15.05	10.38	10.05
IL Bright Directions MFS Value 529	56.68M	13.81	5.88	9.12

Top Holdings

	Name	ISIN	Weight %	Last	Change %
	JPMorgan Equity Income R6	-	100.00	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

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