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

US Funds

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21.180 -0.400 -1.85%

31/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 24.76M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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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	2.790	2.870	0.080
Stocks	45.730	45.730	0.000
Bonds	39.680	39.680	0.000
Convertible	0.010	0.010	0.000
Preferred	0.060	0.060	0.000
Other	11.720	11.730	0.010

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.912	16.072
Price to Book	3.036	2.166
Price to Sales	2.196	1.596
Price to Cash Flow	11.139	8.698
Dividend Yield	1.974	2.679
5 Years Earnings Growth	10.992	10.014

Sector Allocation

Name	Net %	Category Average
Technology	24.060	19.478
Financial Services	18.930	15.768
Consumer Cyclical	13.950	10.467
Industrials	10.280	10.446
Healthcare	9.830	11.485
Communication Services	7.480	6.982
Consumer Defensive	4.000	6.756
Energy	3.890	4.258
Basic Materials	2.710	3.593
Utilities	2.660	3.102
Real Estate	2.210	7.666

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	25.18	+0.56%
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	1.25B	1.11	11.37	12.15

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