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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

Issuer: Upromise Investments, Inc.

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	0.930	0.930	0.000
Stocks	99.070	99.070	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.684	22.169
Price to Book	2.270	2.138
Price to Sales	1.519	2.938
Price to Cash Flow	11.159	11.481
Dividend Yield	1.970	2.431
5 Years Earnings Growth	9.225	8.907

Sector Allocation

Name	Net %	Category Average
Financial Services	19.170	16.123
Industrials	15.630	16.699
Consumer Cyclical	12.960	8.278
Technology	10.600	10.819
Real Estate	9.170	30.485
Utilities	7.900	6.657
Healthcare	6.820	10.673
Consumer Defensive	6.100	6.987
Energy	5.490	5.977
Basic Materials	3.910	4.469
Communication Services	2.260	1.757

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%