Future Path 529 - Aggressive Portfolio Fund (FPAGX)
Fund Assets | n/a |
Expense Ratio | n/a |
Min. Investment | n/a |
Turnover | n/a |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 13.58 |
YTD Return | 9.78% |
1-Year Return | n/a |
5-Year Return | n/a |
52-Week Low | 11.60 |
52-Week High | 13.65 |
Beta (5Y) | n/a |
Holdings | n/a |
Inception Date | n/a |
About FPAGX
Future Path 529 Aggressive Portfolio – Class C is an asset allocation portfolio designed specifically for education savings within the Future Path 529 Plan. This diversified portfolio predominantly seeks higher long-term growth by maintaining a fixed, aggressive allocation across a wide range of asset classes, including U.S. large-cap, mid-cap, small-cap, and international equities, with minimal exposure to fixed income and alternative assets. It is intended for investors with a high risk tolerance who are focused on maximizing returns for education-related expenses. Unlike enrollment year-based portfolios that automatically become more conservative as the beneficiary approaches college, the Aggressive Portfolio’s asset mix remains constant unless revised by the investor, offering consistency and control for those comfortable with market fluctuations. Managed by J.P. Morgan Asset Management, this portfolio leverages a blend of active and passive strategies, and includes investments in mutual funds, ETFs, and a separately managed account. As part of a 529 college savings plan, it provides tax-advantaged growth while supporting a dedicated approach to funding future educational needs.