About FPATX
Future Path 529 College 2033 Portfolio Class Z is a specialized enrollment-year portfolio designed to help families save for education expenses through a tax-advantaged 529 plan. Managed by J.P. Morgan Asset Management, this portfolio is structured to automatically adjust its allocation, becoming more conservative as the year 2033 approaches—the anticipated year when the beneficiary will begin college. The underlying investments include a diversified mix of J.P. Morgan mutual funds and ETFs, providing exposure to U.S. equities, international equities, and fixed income assets. The Class Z structure offers competitive fees and is accessible to all U.S. investors, regardless of income, age, or state residency. Contributions to this portfolio benefit from federal tax advantages, such as tax-deferred growth and tax-free withdrawals for qualified education expenses, including K-12 tuition, college costs, student loan repayments, and apprenticeship programs. With low minimum investment thresholds and a high contribution limit, Future Path 529 College 2033 Portfolio Class Z serves as a flexible, goal-oriented vehicle for families seeking to plan and manage future educational expenses efficiently.
Ticker Symbol FPATX
Share Class Class T Shares
FPATX had a total return of 24.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.70%.
