Future Path 529 - College 2030 Portfolio Fund (FPAPX)

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	1.62%
1-Year Return	12.31%
5-Year Return	n/a
52-Week Low	11.56
52-Week High	13.78
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPAPX

Future Path 529 College 2030 Portfolio-Z is a college savings portfolio structured as part of the Future Path 529 Plan, managed by J.P. Morgan Asset Management. Designed as an enrollment year portfolio, it primarily serves families planning for future education costs, targeting those with beneficiaries expected to begin college around the year 2030. The portfolio features a dynamic, age-based investment strategy, automatically shifting from a more growth-oriented allocation in the early years—primarily equities—toward more conservative fixed income and cash investments as the enrollment year approaches. This glide path aims to balance potential growth with risk reduction over time, addressing the evolving needs of education savers. The portfolio invests in a diverse mix of J.P. Morgan ETFs and mutual funds, offering broad exposure across U.S., global, and international equities, as well as fixed income and alternative assets. Future Path 529 College 2030 Portfolio-Z provides tax-advantaged growth and is structured to offer flexibility for a range of qualified education expenses, including K-12 tuition, college, and even certain apprenticeship programs, making it a key component of long-term education funding strategies.

• Stock Exchange: NASDAQ
• Ticker Symbol: FPAPX

Performance

FPAPX had a total return of 12.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.41%.