Future Path 529 - College 2030 Portfolio Fund (FPANX)

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	1.64%
1-Year Return	11.87%
5-Year Return	n/a
52-Week Low	11.51
52-Week High	13.67
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPANX

Future Path 529 College 2030 Portfolio Class A is an enrollment-year based portfolio designed for college savers targeting the year 2030 for beneficiaries to begin higher education. This portfolio is part of the Future Path 529 plan, managed by J.P. Morgan Investment Management and administered by Ascensus College Savings. It primarily invests in a diversified mix of JPMorgan exchange-traded funds (ETFs) and mutual funds, balancing U.S. and foreign equities with a substantial allocation to fixed income securities to manage risk as the enrollment date approaches. The portfolio’s asset allocation automatically becomes more conservative over time, shifting from equities toward bonds to help preserve capital as the anticipated college start date nears. Key features include professional investment management, automatic asset reallocation, and alignment with the long-term goal of funding education expenses. The Future Path 529 College 2030 Portfolio plays a vital role for families seeking a tax-advantaged solution to systematically save and invest for future college costs within the broader landscape of U.S. education savings plans.

• Stock Exchange: NASDAQ
• Ticker Symbol: FPANX

Performance

FPANX had a total return of 11.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.98%.