Future Path 529 Plan - Future Path 529 College 2027 Portfolio Fund (FPAMX)
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 | 12.28 |
YTD Return | 7.86% |
1-Year Return | n/a |
5-Year Return | n/a |
52-Week Low | 11.28 |
52-Week High | 12.49 |
Beta (5Y) | n/a |
Holdings | n/a |
Inception Date | n/a |
About FPAMX
Franklin Target 2027 529 Portfolio – Class Z is a year-of-enrollment portfolio within the Franklin Templeton 529 College Savings Plan designed to align its asset mix with an expected college start date around 2027. The portfolio follows a glide path that progressively reduces equity exposure and increases fixed income and cash equivalents as the enrollment year approaches, seeking to manage sequence-of-returns risk typical for near-term education funding needs. It invests across Franklin Templeton underlying strategies spanning U.S. and international equities, core and short-term bonds, and cash-like instruments, providing diversified exposure in a single, professionally managed solution. The design supports tax-advantaged education savings while emphasizing capital preservation as the target year nears. Within Franklin Templeton’s broader lineup of 529 portfolios, the 2027 vintage functions as a transitional option between growth-oriented early years and conservative, liquidity-focused allocations closer to tuition withdrawals, offering a streamlined, age-based approach for account owners planning qualified education expenses.