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New York's 529 Advisor-Guided College Savings Program

New York - Higher Education Services Corporation and the Office of the State Comptroller

529 Savings Plan - Advisor-sold

Click "+" to expand the plan details, click "-" to shrink the plan details.

Contact Information: www.ny529advisor.com Ph 800-774-2108

Management Information: Higher Education Services Corporation and the Office of the State Comptroller

Program Manager:	Contract Termination Date:
Upromise Investments, Inc.	May 6, 2019
Investment Manager(s):	Contract Termination Date(s):
JPMorgan Investment Advisors Inc.	May 6, 2019
State Street Global Advisors	May 6, 2019

Plan Benefits: Tax Deductions - Tax Exemptions - Financial Aid - Rewards Program

Investment Options: 22 Investment Options

Age-Based Options: 6 Investment Options

JPMorgan 529 Aggressive Portfolio / Age Based (Bene 0-5 years)

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance#...

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0 - 3	0.67%	0.3%	0.00%	0.00%	0.25%	1.22%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 3	$668.00	$967.00	$1,285.00	$2,175.00

Cost of Investment Disclosure

Fee Structure: Share Class B
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0 - 3	0.67%	0.3%	0.00%	0.00%	1%	1.97%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 3	$225.00	$693.00	$1,187.00	$2,352.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 3	$725.00	$993.00	$1,387.00	$2,352.00

Cost of Investment Disclosure

Fee Structure: Share Class C
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0 - 3	0.67%	0.3%	0.00%	0.00%	1%	1.97%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.comAdvisor-Guided Plan.Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 3	$225.00	$693.00	$1,187.00	$2,546.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
0 - 3	$325.00	$693.00	$1,187.00	$2,546.00

Cost of Investment Disclosure

JPMorgan 529 College Portfolio / Age-Based (Bene 18+ Years)

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
18 - 30	0.36%	0.3%	0.00%	0.00%	0.25%	0.91%	4.5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
18 - 30	$564.00	$802.00	$1,056.00	$1,769.00

Cost of Investment Disclosure

Fee Structure: Share Class B
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
18 - 30	0.36%	0.3%	0.00%	0.00%	1%	1.66%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
18 - 30	$194.00	$598.00	$1,027.00	$2,016.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
18 - 30	$694.00	$898.00	$1,227.00	$2,016.00

Cost of Investment Disclosure

Fee Structure: Share Class C
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
18 - 30	0.36%	0.3%	0.00%	0.00%	1%	1.66%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
18 - 30	$194.00	$598.00	$1,027.00	$2,215.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
18 - 30	$294.00	$598.00	$1,027.00	$2,215.00

Cost of Investment Disclosure

JPMorgan 529 Conservative Portfolio / Age Based (Bene 15-17 Years)

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
15 - 17	0.49%	0.3%	0.00%	0.00%	0.25%	1.04%	4.5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
15 - 17	$576.00	$841.00	$1,123.00	$1,914.00

Cost of Investment Disclosure

Fee Structure: Share Class B
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
15 - 17	0.49%	0.3%	0.00%	0.00%	1%	1.79%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
15 - 17	$207.00	$638.00	$1,095.00	$2,158.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
15 - 17	$707.00	$938.00	$1,295.00	$2,158.00

Cost of Investment Disclosure

Fee Structure: Share Class C
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
15 - 17	0.49%	0.3%	0.00%	0.00%	1%	1.79%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
15 - 17	$207.00	$638.00	$1,095.00	$2,355.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
15 - 17	$307.00	$638.00	$1,095.00	$2,355.00

Cost of Investment Disclosure

JPMorgan 529 Moderate Growth Portfolio / Age-Based (Bene 6-9 Years)

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
6 - 9	0.66%	0.3%	0.00%	0.00%	0.25%	1.21%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
6 - 9	$667.00	$964.00	$1,280.00	$2,164.00

Cost of Investment Disclosure

Fee Structure: Share Class B
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
6 - 9	0.66%	0.3%	0.00%	0.00%	1%	1.96%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
6 - 9	$224.00	$690.00	$1,182.00	$2,341.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
6 - 9	$724.00	$990.00	$1,382.00	$2,341.00

Cost of Investment Disclosure

Fee Structure: Share Class C
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
6 - 9	0.66%	0.3%	0.00%	0.00%	1%	1.96%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
6 - 9	$224.00	$690.00	$1,182.00	$2,535.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
6 - 9	$324.00	$690.00	$1,182.00	$2,535.00

Cost of Investment Disclosure

JPMorgan 529 Moderate Portfolio / Age-Based (Bene 10-12 Years)

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

http://www.ny529advisor.com/our529/performance

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
10 - 12	0.63%	0.3%	0.00%	0.00%	0.25%	1.18%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
10 - 12	$664.00	$955.00	$1,265.00	$2,132.00

Cost of Investment Disclosure

Fee Structure: Share Class B
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
10 - 12	0.63%	0.3%	0.00%	0.00%	1%	1.93%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.comAdvisor-Guided Plan.

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
10 - 12	$221.00	$681.00	$1,167.00	$2,309.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
10 - 12	$721.00	$981.00	$1,367.00	$2,309.00

Cost of Investment Disclosure

Fee Structure: Share Class C
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
10 - 12	0.63%	0.3%	0.00%	0.00%	1%	1.93%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.comAdvisor-Guided Plan.

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
10 - 12	$221.00	$681.00	$1,167.00	$2,504.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
10 - 12	$321.00	$681.00	$1,167.00	$2,504.00

Cost of Investment Disclosure

JPMorgan Conservative Growth Portfolio / Age-Based (Bene 13-14 Years)

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
13 - 14	0.56%	0.3%	0.00%	0.00%	0.25%	1.11%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
13 - 14	$657.00	$934.00	$1,229.00	$2,056.00

Cost of Investment Disclosure

Fee Structure: Share Class B
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
13 - 14	0.56%	0.3%	0.00%	0.00%	1%	1.86%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
13 - 14	$214.00	$660.00	$1,131.00	$2,234.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
13 - 14	$714.00	$960.00	$1,331.00	$2,234.00

Cost of Investment Disclosure

Fee Structure: Share Class C
	Annual Asset-Based Fees						Additional Investor Expense
Age of Child	Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
13 - 14	0.56%	0.3%	0.00%	0.00%	1%	1.86%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
13 - 14	$214.00	$660.00	$1,131.00	$2,430.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Age of Child	1 year	3 years	5 years	10 years
13 - 14	$314.00	$660.00	$1,131.00	$2,430.00

Cost of Investment Disclosure

Blended Options: 1 Investment Option

JPMorgan 529 Real Return Portfolio

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.6%	0.3%	0.00%	0.00%	0.25%	1.15%	3.75%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$513.00	$802.00	$1,109.00	$1,970.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.6%	0.3%	0.00%	0.00%	0.9%	1.8%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$208.00	$641.00	$1,100.00	$2,366.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$308.00	$641.00	$1,100.00	$2,366.00

Cost of Investment Disclosure

Capital Preservation Options: 2 Investment Options

JPMorgan 529 Equity Income Portfolio

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.55%	0.3%	0.00%	0.00%	0.25%	1.1%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$656.00	$931.00	$1,224.00	$2,045.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.55%	0.3%	0.00%	0.00%	1%	1.85%	5%	$0.25

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$213.00	$657.00	$1,126.00	$2,223.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$713.00	$957.00	$1,326.00	$2,223.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.55%	0.3%	0.00%	0.00%	1%	1.85%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$213.00	$657.00	$1,126.00	$2,419.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$313.00	$657.00	$1,126.00	$2,419.00

Cost of Investment Disclosure

JPMorgan 529 Prime Money Market Portfolio

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.21%	0.3%	0.00%	0.00%	0.25%	0.76%	0.00%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$103.00	$318.00	$547.00	$1,192.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.21%	0.3%	0.00%	0.00%	1%	1.51%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$179.00	$552.00	$949.00	$1,849.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$679.00	$852.00	$1,149.00	$1,849.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.21%	0.3%	0.00%	0.00%	1%	1.51%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$179.00	$552.00	$949.00	$2,052.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$279.00	$552.00	$949.00	$2,052.00

Cost of Investment Disclosure

Equity Options: 9 Investment Options

JPMorgan 529 Growth Advantage Portfolio

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.85%	0.3%	0.00%	0.00%	0.25%	1.4%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$685.00	$1,020.00	$1,376.00	$2,367.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.85%	0.3%	0.00%	0.00%	1%	2.15%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$243.00	$748.00	$1,279.00	$2,542.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$743.00	$1,048.00	$1,479.00	$2,542.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.85%	0.3%	0.00%	0.00%	1%	2.15%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$243.00	$748.00	$1,279.00	$2,733.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$343.00	$748.00	$1,279.00	$2,733.00

Cost of Investment Disclosure

JPMorgan 529 International Equity Portfolio

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.81%	0.3%	0.00%	0.00%	0.25%	1.36%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$681.00	$1,008.00	$1,356.00	$2,324.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.81%	0.3%	0.00%	0.00%	1%	2.11%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$239.00	$736.00	$1,259.00	$2,500.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$739.00	$1,036.00	$1,459.00	$2,500.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.81%	0.3%	0.00%	0.00%	1%	2.11%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$239.00	$736.00	$1,259.00	$2,691.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$339.00	$736.00	$1,259.00	$2,691.00

Cost of Investment Disclosure

JPMorgan 529 Large Cap Growth Portfolio

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.65%	0.3%	0.00%	0.00%	0.25%	1.2%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$666.00	$961.00	$1,275.00	$2,153.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.65%	0.3%	0.00%	0.00%	1%	1.95%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$223.00	$687.00	$1,177.00	$2,330.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$723.00	$987.00	$1,377.00	$2,330.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.65%	0.3%	0.00%	0.00%	1%	1.95%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$223.00	$687.00	$1,177.00	$2,525.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$323.00	$687.00	$1,177.00	$2,525.00

Cost of Investment Disclosure

JPMorgan 529 Mid Cap Value Portfolio

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.99%	0.3%	0.00%	0.00%	0.25%	1.54%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$698.00	$1,061.00	$1,445.00	$2,513.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.99%	0.3%	0.00%	0.00%	1%	2.29%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$257.00	$790.00	$1,350.00	$2,688.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$757.00	$1,090.00	$1,550.00	$2,688.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.99%	0.3%	0.00%	0.00%	1%	2.29%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$257.00	$790.00	$1,350.00	$2,876.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$357.00	$790.00	$1,350.00	$2,876.00

Cost of Investment Disclosure

JPMorgan 529 Small Cap Growth Portfolio

Manager:

State Street Global Advisors

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.75%	0.3%	0.00%	0.00%	0.25%	1.3%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$675.00	$990.00	$1,325.00	$2,260.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.75%	0.3%	0.00%	0.00%	1%	2.05%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$233.00	$718.00	$1,228.00	$2,437.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$733.00	$1,018.00	$1,428.00	$2,437.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.75%	0.3%	0.00%	0.00%	1%	2.05%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$233.00	$718.00	$1,228.00	$2,629.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$333.00	$718.00	$1,228.00	$2,629.00

Cost of Investment Disclosure

JPMorgan 529 Small Cap Value Portfolio

Manager:

State Street Global Advisors

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.86%	0.3%	0.00%	0.00%	0.25%	1.41%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$686.00	$1,023.00	$1,381.00	$2,377.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.86%	0.3%	0.00%	0.00%	1%	2.16%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$244.00	$751.00	$1,284.00	$2,553.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$744.00	$1,051.00	$1,484.00	$2,553.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.86%	0.3%	0.00%	0.00%	1%	2.16%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$244.00	$751.00	$1,284.00	$2,743.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$344.00	$751.00	$1,284.00	$2,743.00

Cost of Investment Disclosure

SSgA 529 Dow Jones Total Market ETF Portfolio

Manager:

State Street Global Advisors

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.2%	0.3%	0.00%	0.00%	0.25%	0.75%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$623.00	$827.00	$1,045.00	$1,656.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.2%	0.3%	0.00%	0.00%	1%	1.5%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$178.00	$549.00	$943.00	$2,041.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$278.00	$549.00	$943.00	$2,041.00

Cost of Investment Disclosure

SSgA 529 MSCI ACWI ex-US ETF Portfolio

Manager:

State Street Global Advisors

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.34%	0.3%	0.00%	0.00%	0.25%	0.89%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$636.00	$869.00	$1,117.00	$1,814.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.34%	0.3%	0.00%	0.00%	1%	1.64%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$192.00	$592.00	$1,017.00	$2,194.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$292.00	$592.00	$1,017.00	$2,194.00

Cost of Investment Disclosure

SSgA 529 S&P 600 Small Cap ETF Portfolio

Manager:

State Street Global Advisors

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.2%	0.3%	0.00%	0.00%	0.25%	0.75%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$623.00	$827.00	$1,045.00	$1,656.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.2%	0.3%	0.00%	0.00%	1%	1.5%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$178.00	$549.00	$943.00	$1,838.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$678.00	$849.00	$1,143.00	$1,838.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.2%	0.3%	0.00%	0.00%	1%	1.5%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$178.00	$549.00	$943.00	$2,041.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$278.00	$549.00	$943.00	$2,041.00

Cost of Investment Disclosure

Fixed Income Options: 4 Investment Options

JPMorgan 529 All Fixed Income Portfolio

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.41%	0.3%	0.00%	0.00%	0.25%	0.96%	4.5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$569.00	$817.00	$1,082.00	$1,825.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.41%	0.3%	0.00%	0.00%	1%	1.71%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$199.00	$614.00	$1,053.00	$2,071.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$699.00	$914.00	$1,253.00	$2,071.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.41%	0.3%	0.00%	0.00%	1%	1.71%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$199.00	$614.00	$1,053.00	$2,269.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$299.00	$614.00	$1,053.00	$2,269.00

Cost of Investment Disclosure

JPMorgan 529 Core Bond Portfolio

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.4%	0.3%	0.00%	0.00%	0.25%	0.95%	3.75%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$493.00	$741.00	$1,006.00	$1,748.00

Cost of Investment Disclosure

Fee Structure: Share Class B
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.4%	0.3%	0.00%	0.00%	1%	1.7%	5%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$198.00	$611.00	$1,048.00	$2,060.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$698.00	$911.00	$1,248.00	$2,060.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.4%	0.3%	0.00%	0.00%	0.9%	1.6%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$188.00	$580.00	$996.00	$2,150.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$288.00	$580.00	$996.00	$2,150.00

Cost of Investment Disclosure

JPMorgan 529 Realty Income Portfolio

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.73%	0.3%	0.00%	0.00%	0.25%	1.28%	5.25%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$674.00	$985.00	$1,315.00	$2,239.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.73%	0.3%	0.00%	0.00%	1%	2.03%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$231.00	$712.00	$1,218.00	$2,608.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$331.00	$712.00	$1,218.00	$2,608.00

Cost of Investment Disclosure

JPMorgan 529 Short Term Duration Bond Fund

Manager:

JPMorgan Investment Advisors Inc.

Residency Requirements	None
Enrollment Fee	None
Minimum Initial Contribution	$1,000.00
Minimum Subsequent Contribution	$50.00
Maximum Total Contribution	$375,000.00
Link to performance	www.ny529advisor.com/our529/performance

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Fee Structure: Share Class A
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Initial Sales Charge	Annual Account Maintenance Fee
0.3%	0.3%	0.00%	0.00%	0.25%	0.85%	3.75%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$484.00	$711.00	$954.00	$1,635.00

Cost of Investment Disclosure

Fee Structure: Share Class C
Annual Asset-Based Fees						Additional Investor Expense
Estimated Underlying Fund Expenses	Program Manager Fee	State Fee	Misc Fees	Annual Distribution Fee	Total Annual Asset-Based Fees	Maximum Deferred Sales Charge	Annual Account Maintenance Fee
0.3%	0.3%	0.00%	0.00%	0.9%	1.5%	1%	$25.00

Contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com

Approximate cost of $10,000 investment (with no redemption) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$178.00	$549.00	$943.00	$2,041.00

Approximate cost of $10,000 investment (with redemption at end of period) (assumes 5% return)
Term	1 year	3 years	5 years	10 years
Cost	$278.00	$549.00	$943.00	$2,041.00

Cost of Investment Disclosure

Plan Performance: Investment Option Performance

New York's 529 Advisor-Guided College Savings Program

Investment Option Performance including highest applicable sales charges

Investment Option Performance excluding sales charges

Most recent Quarter-End Performance for the period ending N/A including highest applicable sales charges

	Average Total Returns					Inception Date
	1-Year	3-Year	5-Year	10-Year	Since Inception	Inception Date
Age-Based Portfolios
JPMorgan 529 Aggressive Portfolio / Age Based (Bene 0-5 years)
Age of Child: 0 - 3
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Conservative Portfolio / Age Based (Bene 15-17 Years)
Age of Child: 15 - 17
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 College Portfolio / Age-Based (Bene 18+ Years)
Age of Child: 18 - 30
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Moderate Portfolio / Age-Based (Bene 10-12 Years)
Age of Child: 10 - 12
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Moderate Growth Portfolio / Age-Based (Bene 6-9 Years)
Age of Child: 6 - 9
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan Conservative Growth Portfolio / Age-Based (Bene 13-14 Years)
Age of Child: 13 - 14
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
Blended Portfolios
JPMorgan 529 Real Return Portfolio
Class A	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
Capital Preservation/Money Market Portfolios
JPMorgan 529 Equity Income Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Prime Money Market Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
Equity Portfolios
SSgA 529 MSCI ACWI ex-US ETF Portfolio
Class A	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 International Equity Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
SSgA 529 S&P 600 Small Cap ETF Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
SSgA 529 Dow Jones Total Market ETF Portfolio
Class A	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Small Cap Value Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Small Cap Growth Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Mid Cap Value Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Large Cap Growth Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Growth Advantage Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
Fixed Income Portfolios
JPMorgan 529 Core Bond Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 All Fixed Income Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Realty Income Portfolio
Class A	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Short Term Duration Bond Fund
Class A	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A

Most recent Quarter-End Performance for the period ending N/A excluding sales charges

	Average Total Returns					Inception Date
	1-Year	3-Year	5-Year	10-Year	Since Inception	Inception Date
Age-Based Portfolios
JPMorgan 529 Aggressive Portfolio / Age Based (Bene 0-5 years)
Age of Child: 0 - 3
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Conservative Portfolio / Age Based (Bene 15-17 Years)
Age of Child: 15 - 17
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 College Portfolio / Age-Based (Bene 18+ Years)
Age of Child: 18 - 30
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Moderate Portfolio / Age-Based (Bene 10-12 Years)
Age of Child: 10 - 12
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Moderate Growth Portfolio / Age-Based (Bene 6-9 Years)
Age of Child: 6 - 9
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan Conservative Growth Portfolio / Age-Based (Bene 13-14 Years)
Age of Child: 13 - 14
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
Blended Portfolios
JPMorgan 529 Real Return Portfolio
Class A	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
Capital Preservation/Money Market Portfolios
JPMorgan 529 Equity Income Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Prime Money Market Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
Equity Portfolios
SSgA 529 MSCI ACWI ex-US ETF Portfolio
Class A	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 International Equity Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
SSgA 529 S&P 600 Small Cap ETF Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
SSgA 529 Dow Jones Total Market ETF Portfolio
Class A	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Small Cap Value Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Small Cap Growth Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Mid Cap Value Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Large Cap Growth Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Growth Advantage Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
Fixed Income Portfolios
JPMorgan 529 Core Bond Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 All Fixed Income Portfolio
Class A	-	-	-	-	-	N/A
Class B	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Realty Income Portfolio
Class A	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A
JPMorgan 529 Short Term Duration Bond Fund
Class A	-	-	-	-	-	N/A
Class C	-	-	-	-	-	N/A

The performance data shown represents past performance. Past performance is not a guarantee of future results. Investment returns and principal value will fluctuate, so that investors' units, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited.

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