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

US Funds

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35.300 -0.520 -1.45%

28/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 9.34M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

General
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0P0000W6XT Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York’s 529 Advisor-Guided Program JPMorgan (0P0000W6XT) 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	2.210	2.210	0.000
Stocks	97.790	97.790	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.143	22.285
Price to Book	2.278	2.136
Price to Sales	1.348	2.939
Price to Cash Flow	11.174	11.516
Dividend Yield	1.909	2.480
5 Years Earnings Growth	11.403	9.808

Sector Allocation

Name	Net %	Category Average
Financial Services	20.060	16.732
Industrials	15.020	16.238
Consumer Cyclical	12.530	7.873
Technology	10.480	11.801
Healthcare	8.770	10.952
Real Estate	8.590	30.545
Utilities	7.550	6.232
Consumer Defensive	6.150	7.151
Energy	5.650	5.891
Basic Materials	3.110	4.173
Communication Services	2.100	1.544

Region Allocation

Equities

North America
Latin America

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	JPMorgan Mid Cap Value 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	1.35B	3.09	11.13	13.00

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