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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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34.730 -0.150 -0.43%

31/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.64M

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	2.380	2.380	0.000
Stocks	97.620	97.620	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.531	22.156
Price to Book	2.292	2.140
Price to Sales	1.600	2.945
Price to Cash Flow	11.317	11.494
Dividend Yield	1.951	2.429
5 Years Earnings Growth	8.933	8.883

Sector Allocation

Name	Net %	Category Average
Financial Services	19.420	16.151
Industrials	15.800	16.718
Consumer Cyclical	13.310	8.307
Technology	10.340	10.790
Real Estate	9.130	30.482
Utilities	8.080	6.677
Healthcare	7.040	10.698
Consumer Defensive	6.200	6.998
Energy	5.000	5.922
Basic Materials	3.280	4.417
Communication Services	2.410	1.773

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 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.	34.730	-0.150	-0.43%