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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Equity Income Portfolio Advisor (0P0000W6XH)

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39.320 +1.860 +4.97%

31/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 17.14M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000W6XH Overview

Find basic information about the Ny New York's 529 Advisor-guided Program Jpmorgan 529 Equity Income Portfolio 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 0P0000W6XH MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change12.49%

Prev. Close37.46

Risk Rating

TTM YieldN/A

ROE20.55%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA6.58%

Inception DateMay 04, 2012

Total Assets17.14M

ExpensesN/A

Min. InvestmentN/A

Market Cap129.61B

CategoryStatic Large Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1125	980	1125	1157	1498	2381
Fund Return	12.53%	-2.04%	12.53%	4.98%	8.42%	9.06%
Place in category	77	63	77	96	45	30
% in Category	54	38	54	69	46	40

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	1.94	13.47	16.05
NV Vanguard 529 College Savings Plp	2.5B	2.77	11.76	13.58
NY New Yorks 529 Program Direct Val	2.36B	4.38	9.31	10.82
NV Vanguard 529 College Savings Psm	1.81B	3.09	11.15	13.03
IN CollegeChoice Direct Savings Plu	1.35B	23.61	7.74	12.34

Top Funds for Static Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Val	2.36B	4.38	9.31	10.82
NV Vanguard 529 College Savings Pla	439.05M	4.39	9.29	10.75
NY New Yorks Advisor Eq Inc Port A	174.12M	12.24	4.71	8.79
NE NEST Direct 529 Vanguard Equity	69.38M	15.05	7.36	9.84
IL Bright Directions MFS Value 529	56.68M	4.14	6.91	9.46

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.	39.320	+1.860	+4.97%