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

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20.020 +0.560    +2.88%
31/05 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 20.18M
Type:  Fund
Market:  United States
Asset Class:  Equity
NY New York’s 529 Advisor-Guided Program JPMorgan 20.020 +0.560 +2.88%

0P0000W6WD Overview

 
Find basic information about the Ny New York's 529 Advisor-guided Program Jpmorgan 529 Age-based14 Advisor 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 0P0000W6WD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.16%
Prev. Close19.46
Risk Rating
TTM YieldN/A
ROE26.07%
IssuerN/A
TurnoverN/A
ROA11.31%
Inception DateMay 04, 2012
Total Assets20.18M
ExpensesN/A
Min. InvestmentN/A
Market Cap119.95B
CategoryAge 13 - 14
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1040 1020 1122 1022 1318 1646
Fund Return 4% 2.04% 12.16% 0.73% 5.68% 5.11%
Place in category 25 30 39 97 40 4
% in Category 17 18 26 61 31 5

Top Equity Funds by Upromise Investments, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Grp 33.25B 5.95 2.99 7.77
  NV Vanguard 529 College Savings Plp 2.5B 11.24 9.42 12.51
  NY New Yorks 529 Program Direct Mog 2.21B 3.45 1.17 5.70
  NY New Yorks 529 Program Direct Cog 2.08B 1.00 -0.85 3.48
  NV Vanguard 529 College Savings Psm 1.81B 10.08 7.61 11.91

Top Funds for Age 13-14 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  WI Tomorrows Scholar 529 Plan Voy13 132.35M 0.43 1.73 5.21
  WV SMART529 Direct Age Based Portfo 33.04M 3.53 2.13 5.38
  WI Tomorrows Scholar 529 Plan Voyaw 4.26M 0.47 1.99 5.47
  NV USAA College Savings Plan Age 14 2.74M 3.43 2.11 4.03
  HI HI529 Hawaiis College Savings 11 0.73 -1.37 2.78

Top Holdings

Name ISIN Weight % Last Change %
JPMorgan Core Bond R6 - 18.06 - -
JPMorgan Core Plus Bond R6 - 12.03 - -
  SPDR Portfolio Aggregate Bond US78464A6495 10.77 25.09 -0.40%
JP Morgan US Equity JJ - 10.51 - -
JPMorgan Equity Index R6 - 8.50 - -

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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