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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Mid Cap Value Portfolio Advisor (0P0000W6XT)

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35.300 -0.520 -1.45%

28/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 9.22M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000W6XT Overview

Find basic information about the Ny New York's 529 Advisor-guided Program Jpmorgan 529 Mid Cap Value 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 0P0000W6XT MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change6.1%

Prev. Close35.82

Risk Rating

TTM YieldN/A

ROE21.12%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA5.90%

Inception DateMay 04, 2012

Total Assets9.22M

ExpensesN/A

Min. InvestmentN/A

Market Cap21.76B

CategoryStatic Mid - Cap Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1016	948	1114	1206	1743	2097
Fund Return	1.61%	-5.23%	11.43%	6.44%	11.76%	7.69%
Place in category	29	36	41	50	37	51
% in Category	26	31	46	45	42	77

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

Top Funds for Static Mid-Cap Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Mid Ca	67.91M	-0.69	6.70	8.96
AK John Hancock Freedom 529 Mid Cap	67.82M	1.33	9.53	9.24
IL Bright Directions Vanguard Mid C	43.69M	2.53	6.76	8.28
AK JH Mid Cap Value C2	3.39M	1.21	8.70	8.42
AL CollegeCounts 529 Northern Mid C	2.04M	-0.73	6.46	8.65

Top Holdings

	Name	ISIN	Weight %	Last	Change %
	JPMorgan Mid Cap Value A	-	100.00	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Buy	Strong Buy	Strong Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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