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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Growth Advantage Portfolio Advisor (0P0000W6XL)

US Funds

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77.440 -0.850 -1.09%

31/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 24.69M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000W6XL Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Advisor-Guided Program JPMorgan (0P0000W6XL) 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 %
Stocks	99.780	99.780	0.000
Other	0.220	0.220	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	28.619	28.580
Price to Book	7.771	7.272
Price to Sales	4.654	4.753
Price to Cash Flow	20.343	19.370
Dividend Yield	0.563	0.701
5 Years Earnings Growth	13.539	15.897

Sector Allocation

Name	Net %	Category Average
Technology	40.460	41.268
Communication Services	12.700	13.267
Consumer Cyclical	12.640	13.920
Industrials	10.530	5.953
Healthcare	10.200	11.874
Financial Services	9.790	7.726
Energy	1.690	0.869
Consumer Defensive	1.090	2.829
Basic Materials	0.470	1.657
Utilities	0.440	0.442

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 Growth Advantage A	-	100.00	-	-

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	32.57	9.11	15.65
NV Vanguard 529 College Savings Plp	2.5B	24.86	8.80	12.93
NY New Yorks 529 Program Direct Val	2.36B	15.89	7.38	9.90
NV Vanguard 529 College Savings Psm	1.81B	23.65	7.78	12.37
IN CollegeChoice Direct Savings Plu	1.3B	23.61	7.74	12.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York’s 529.	77.440	-0.850	-1.09%