Future Path 529 - College 2033 Portfolio Fund (FPASX)
| 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 | 14.12 |
| YTD Return | 1.58% |
| 1-Year Return | 12.76% |
| 5-Year Return | n/a |
| 52-Week Low | 11.57 |
| 52-Week High | 14.14 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPASX
The Future Path 529 College 2033 Portfolio Fund is a target enrollment mutual fund specifically designed for education savings within a 529 college savings plan. Structured for beneficiaries expecting to begin higher education around the year 2033, the fund utilizes a diversified allocation strategy that automatically becomes more conservative as the enrollment year approaches. Managed by J.P. Morgan Asset Management, the portfolio invests in a mix of exchange-traded funds (ETFs) and mutual funds, covering a global array of asset classes to balance growth and risk over time. This fund is part of the broader Future Path 529 Plan, offering investors tax-advantaged growth and flexibility for education-related expenditures such as tuition, books, fees, and certain apprenticeship programs. The portfolio's glide path is actively managed, adjusting asset allocation to reduce risk as the target date nears, helping safeguard funds when they are most likely to be needed. The 2033 Portfolio is suitable for those seeking a hands-off, professionally managed approach to college savings and benefits from features like low minimums, high contribution limits, and account owner control over investment choices and beneficiaries.
Performance
FPASX had a total return of 12.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.85%.