• Fund Type: 529 Plan
  • Objective: Growth Small Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

NY's 529 Advisor-Guided CSP JPMorgan 529 Small Cap Growth Portfolio

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5291866:US

Snapshot for NY's 529 Advisor-Guided CSP JPMorgan 529 Small Cap Growth Portfolio (5291866)

Year To Date: - 3-Month: +11.22% 3-Year: - 52-Week Range: -
1-Month: +5.99% 1-Year: +28.13% 5-Year: - Beta vs RUO: -

Mutual Fund Chart for 5291866

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  • 5291866:US
  • 1M
  • 1Y
Interactive 5291866 Chart

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Fund Profile & Information for 5291866

NY's 529 Advisor-Guided CSP - JPMorgan 529 Small Cap Growth Portfolio is an investment option part of the New York 529 Advisor-Guided College Savings Plan. Through its investment in the JPMorgan Small Cap Growth Fund, the Portfolio seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies.

Inception Date: 05-04-2012 Telephone: 1-800-774-2108
Managers: -
Web Site: www.ny529advisor.com

Fundamentals for 5291866

NAV -
Assets (M) -
Fund Leveraged N
Minimum Investment -
Minimum Subsequent Investment -

Dividends for 5291866

No dividends reported

Fees & Expenses for 5291866

Front Load -
Back Load -
Current Mgmt Fee -
Redemption Fee -
12b1 Fee -
Expense Ratio 1.30

Top Fund Holdings for 5291866

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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