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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Equity Income Portfolio A (0P0000W6XE)

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39.310 +2.200 +5.93%

30/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 180.34M

Type: Fund

Market: United States

Issuer: Upromise Investments, Inc.

Asset Class: Equity

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0P0000W6XE Overview

Find basic information about the Ny New York's 529 Advisor-guided Program Jpmorgan 529 Equity Income Portfolio A 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 0P0000W6XE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US6498136562)

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Rating

1-Year Change27.18%

Prev. Close37.11

Risk Rating

TTM YieldN/A

ROE20.73%

IssuerUpromise Investments, Inc.

TurnoverN/A

ROA6.87%

Inception DateMay 04, 2012

Total Assets180.34M

ExpensesN/A

Min. InvestmentN/A

Market Cap133.39B

CategoryStatic Large Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1216	1073	1272	1323	1650	2530
Fund Return	21.55%	7.35%	27.18%	9.77%	10.53%	9.72%
Place in category	44	14	53	86	48	30
% in Category	36	8	40	62	54	40

Top Equity Funds by Upromise Investments, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Gro	4.85B	31.97	9.58	15.49
NV Vanguard 529 College Savings Plp	2.5B	27.93	11.29	13.17
NY New Yorks 529 Program Direct Val	2.36B	23.71	12.20	10.65
NV Vanguard 529 College Savings Psm	1.81B	27.52	10.25	12.72
IN CollegeChoice Direct Savings Plu	1.32B	27.47	10.22	12.68

Top Funds for Static Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
NY New Yorks 529 Program Direct Val	2.36B	23.71	12.20	10.65
NV Vanguard 529 College Savings Pla	439.05M	23.69	12.18	10.58
VA CollegeAmerica 529 Washington Mu	217.88M	22.26	11.96	11.78
NE NEST Direct 529 Vanguard Equity	73.41M	20.72	11.43	10.31
IL Bright Directions MFS Value 529	56.68M	19.34	8.66	9.35

Top Holdings

	Name	ISIN	Weight %	Last	Change %
	JPMorgan Equity Income R6	-	100.00	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	NY New York's 529.	39.310	+2.200	+5.93%