Future Path 529 - College 2033 Portfolio Fund (FPARX)
| 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 | 1.70% |
| 1-Year Return | 13.24% |
| 5-Year Return | n/a |
| 52-Week Low | 11.72 |
| 52-Week High | 14.37 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPARX
Future Path 529 College 2033 Portfolio Class A is an enrollment year-based portfolio designed specifically for education savings within a 529 college savings plan. Managed by J.P. Morgan Asset Management, this portfolio targets students expected to begin their college education around the year 2033. Its primary function is to help families and individuals invest for future educational expenses through a tax-advantaged structure that offers benefits such as tax-deferred growth and tax-free withdrawals for qualified education costs. The portfolio adopts a globally diversified, actively managed investment strategy, initially focusing on growth-oriented assets and gradually transitioning toward a more conservative allocation as the enrollment year approaches. This automatic rebalancing aims to reduce investment risk as the beneficiary gets closer to college age, aligning the portfolio’s risk profile with the decreasing investment time horizon. The fund may include a mix of exchange-traded funds and mutual funds spanning asset classes such as equities and fixed income, and is part of the broader Future Path 529 College Savings Plan open to all U.S. families without income or residency restrictions. Future Path 529 College 2033 Portfolio Class A plays a crucial role in helping families efficiently plan and manage education funding, providing flexibility, broad diversification, and professional management tailored to long-term college savings goals.
Performance
FPARX had a total return of 13.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.38%.