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Ny New York's 529 Advisor-guided Program Jpmorgan 529 Growth Advantage Portfolio Advisor (0P0000W6XL)

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73.240 -0.160    -0.22%
31/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Upromise Investments, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 22.57M
NY New York’s 529 Advisor-Guided Program JPMorgan 73.240 -0.160 -0.22%

Ny New York's 529 Advisor-guided Program Jpmorgan 529 Growth Advantage Portfolio Advisor Overview

 
Find basic information about the Ny New York's 529 Advisor-guided Program Jpmorgan 529 Growth Advantage 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 0P0000W6XL MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US6498135739)
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Rating
1-Year Change44.43%
Prev. Close73.4
Risk Rating
TTM YieldN/A
ROE36.68%
IssuerUpromise Investments, Inc.
TurnoverN/A
ROA18.91%
Inception DateMay 04, 2012
Total Assets22.57M
ExpensesN/A
Min. InvestmentN/A
Market Cap364.54B
CategoryStatic Large Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1240 1045 1444 1222 2476 4618
Fund Return 23.99% 4.54% 44.43% 6.91% 19.88% 16.53%
Place in category 83 59 68 47 6 6
% in Category 37 24 30 28 3 4

Top Equity Funds by Upromise Investments, Inc.

  Name Rating 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

Top Funds for Static Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  VA CollegeAmerica 529 AMCAP 529A 85.7B 17.00 2.94 10.60
  VA CollegeAmerica 529 The Growth Fa 8.95B 22.38 4.43 13.15
  NY New Yorks 529 Program Direct Gro 1.57B 23.62 7.39 15.07
  NV Vanguard 529 College Savings Pgi 819.89M 23.59 7.36 14.98
  VA CollegeAmerica 529 The Growth Ff 452.23M 22.56 4.63 13.39

Top Holdings

Name ISIN Weight % Last Change %
JPMorgan Growth Advantage A - 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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