Future Path 529 - College 2030 Portfolio Fund (FPAOX)

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	1.52%
1-Year Return	10.84%
5-Year Return	n/a
52-Week Low	11.38
52-Week High	13.40
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPAOX

The Future Path 529 College 2030 Portfolio is an age-based investment portfolio within the Future Path 529 College Savings Plan, designed to help families save for higher education expenses. This portfolio uses a target-date structure, meaning its asset allocation is tailored to beneficiaries expecting to begin college around the year 2030. As the target enrollment year approaches, the portfolio gradually shifts from higher-risk, growth-oriented investments like U.S. and foreign equities toward a more conservative allocation predominantly featuring bonds to help manage risk as college nears. The strategy draws on a globally diversified mix of exchange-traded funds (ETFs) and mutual funds, primarily managed by J.P. Morgan Asset Management, providing broad exposure across asset classes. The 2030 Portfolio aims to balance growth potential with capital preservation, offering a streamlined solution for education savers. Investors benefit from features typical of 529 plans, such as tax-advantaged growth and flexibility in using funds for qualified education expenses—including tuition, books, and fees—at eligible institutions nationwide and abroad.

• Stock Exchange: NASDAQ
• Ticker Symbol: FPAOX

Performance

FPAOX had a total return of 10.84% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.99%.