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

US Funds

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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

General
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0P0000W6XE Holdings

Comprehensive information about top holdings and Key Holding Information for the NY New York's 529 Advisor-Guided Program JPMorgan (0P0000W6XE) 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	0.110	0.110	0.000
Shares	99.890	99.890	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.755	16.624
Price to Book	3.012	2.732
Price to Sales	2.390	1.981
Price to Cash Flow	13.493	11.848
Dividend Yield	2.516	2.648
5 Years Earnings Growth	8.633	8.490

Sector Allocation

Name	Net %	Category Average
Financial Services	25.440	20.117
Industrials	15.490	12.847
Healthcare	14.340	15.303
Technology	9.800	11.907
Consumer Defensive	8.370	10.485
Energy	7.320	7.977
Consumer Cyclical	6.920	5.325
Utilities	4.810	7.120
Basic Materials	2.650	2.861
Communication Services	2.540	3.389
Real Estate	2.310	2.790

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 Equity Income R6	-	100.00	-	-

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

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Recent Quotes

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