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

US Funds

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20.990 -0.440 -2.05%

31/10 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 23.13M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

General
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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	2.860	0.070
Stocks	48.870	48.870	0.000
Bonds	33.630	33.630	0.000
Convertible	0.010	0.010	0.000
Preferred	0.050	0.050	0.000
Other	14.640	14.640	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.955	16.054
Price to Book	2.991	2.167
Price to Sales	2.217	1.590
Price to Cash Flow	11.957	8.780
Dividend Yield	2.027	2.685
5 Years Earnings Growth	12.321	10.204

Sector Allocation

Name	Net %	Category Average
Technology	25.270	19.534
Financial Services	16.950	15.364
Consumer Cyclical	12.900	10.343
Industrials	10.290	10.455
Healthcare	9.740	11.670
Communication Services	6.700	6.858
Consumer Defensive	4.950	6.860
Energy	4.110	4.311
Real Estate	3.560	7.757
Basic Materials	2.810	3.716
Utilities	2.730	3.133

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 17

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	18.85	-	-
JPMorgan Core Plus Bond R6	-	12.12	-	-
JP Morgan High Yield Broad (Cincinnati)	-	10.37	-	-
JPMorgan Global Select Equity A	AU60PER99979	8.91	-	-
JPMorgan Equity Index R6	-	8.25	-	-
JPMorgan Value Advantage R6	-	5.07	-	-
SPDR Portfolio Aggregate Bond	US78464A6495	4.99	25.25	+0.08%
JPMorgan Growth Advantage R6	-	4.92	-	-
JPMorgan Emerging Mkts Rsrch Enh Eq I	-	4.39	-	-
JPMorgan International Equity R6	-	4.19	-	-

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	20.990	-0.440	-2.05%