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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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76.730 -3.240 -4.05%

28/02 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 24.88M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

General
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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 %
Cash	0.010	0.010
Stocks	99.780	99.780
Other	0.210	0.210

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	29.285	28.331
Price to Book	7.595	7.272
Price to Sales	4.610	4.883
Price to Cash Flow	18.729	18.984
Dividend Yield	0.519	0.693
5 Years Earnings Growth	13.565	14.201

Sector Allocation

Name	Net %	Category Average
Technology	38.860	40.598
Consumer Cyclical	14.800	14.973
Communication Services	14.670	13.536
Financial Services	9.830	8.036
Healthcare	9.640	11.348
Industrials	9.100	5.852
Energy	1.860	0.811
Utilities	0.480	0.505
Basic Materials	0.380	1.622
Consumer Defensive	0.380	2.931

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	-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	1.32B	1.11	11.37	12.15

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