Future Path 529 - College 2036 Portfolio Fund (FPAWX)

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	1.95%
1-Year Return	14.98%
5-Year Return	n/a
52-Week Low	11.99
52-Week High	15.21
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPAWX

The Future Path 529 College 2036 Portfolio Fund is an enrollment year portfolio designed specifically for education savings within a 529 plan framework. Its primary function is to help families accumulate funds for future qualified education expenses, such as college tuition, by investing in a diversified mix of underlying exchange traded funds (ETFs) and mutual funds. Managed by J.P. Morgan Asset Management, this fund follows a dynamic asset allocation strategy—initially focusing more on growth-oriented investments like equities and gradually shifting to more conservative holdings, such as bonds and cash equivalents, as the target college enrollment year of 2036 approaches. This automatic adjustment aims to manage risk as the beneficiary gets closer to using the funds. The fund offers tax advantages unique to 529 plans, including tax-deferred growth and tax-free withdrawals for qualified education expenses. Open to all U.S. families with no residency restrictions, the Future Path 529 College 2036 Portfolio Fund plays a crucial role in long-term education planning, providing investors with professionally managed diversification, flexibility, and features that support both college and K-12 educational costs.

• Stock Exchange: NASDAQ
• Ticker Symbol: FPAWX

Performance

FPAWX had a total return of 14.98% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.14%.