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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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73.240 -0.160 -0.22%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 22.57M

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	1.900	1.900
Shares	97.910	97.910
Other	0.190	0.190

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	28.520	28.462
Price to Book	7.667	7.165
Price to Sales	4.706	4.594
Price to Cash Flow	19.975	19.283
Dividend Yield	0.555	0.712
5 Years Earnings Growth	16.468	17.169

Sector Allocation

Name	Net %	Category Average
Technology	42.780	41.158
Communication Services	12.860	12.943
Healthcare	12.530	12.489
Consumer Cyclical	10.810	13.589
Industrials	9.300	5.962
Financial Services	8.560	7.528
Energy	1.880	0.936
Consumer Defensive	1.280	3.122

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 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.	73.240	-0.160	-0.22%