Future Path 529 Plan - Future Path 529 College 2027 Portfolio Fund (FPAJX)

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	n/a
YTD Return	1.37%
1-Year Return	9.56%
5-Year Return	n/a
52-Week Low	11.10
52-Week High	12.61
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPAJX

Future Path 529 College 2027 Portfolio Class A is an enrollment‑year investment option within the Nevada‑sponsored Future Path 529 Plan designed for beneficiaries expected to start higher education around 2027. It follows a glide path that gradually shifts from growth‑oriented assets to more conservative holdings as the enrollment year approaches, aiming to align risk with a shorter time horizon. The portfolio invests primarily through J.P. Morgan Asset Management vehicles, using diversified building blocks that span equities, fixed income, and cash‑like instruments, and is overseen by Ascensus College Savings as program manager with J.P. Morgan Investment Management as investment manager. Within the plan’s broader menu of college‑date, risk‑based, and static options, this portfolio serves families seeking a single, age‑appropriate solution that automatically rebalances over time. The Class A share structure provides access to the same underlying strategy while reflecting its own fee and share‑class terms. In the plan lineup, the 2027 portfolio is positioned with a moderate equity exposure relative to longer‑dated cohorts, reflecting its near‑term education objective and role in helping manage sequencing risk as distributions near.

• Stock Exchange: NASDAQ
• Ticker Symbol: FPAJX

Performance

FPAJX had a total return of 9.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.56%.