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

US Funds

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38.270 +0.030 +0.08%

31/10 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 15.72M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

General
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0P0000W6XH Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Advisor-Guided Program JPMorgan (0P0000W6XH) 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	0.520	0.520	0.000
Stocks	99.480	99.480	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.760	16.437
Price to Book	2.956	2.712
Price to Sales	2.324	1.975
Price to Cash Flow	12.958	11.770
Dividend Yield	2.607	2.653
5 Years Earnings Growth	8.352	8.613

Sector Allocation

Name	Net %	Category Average
Financial Services	24.320	20.021
Industrials	15.720	12.827
Healthcare	14.210	15.390
Technology	10.170	11.917
Consumer Defensive	8.500	10.497
Energy	7.350	8.006
Consumer Cyclical	7.030	5.337
Utilities	4.920	7.117
Basic Materials	3.010	2.877
Communication Services	2.480	3.382
Real Estate	2.280	2.748

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

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

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.	38.270	+0.030	+0.08%