Future Path 529 - College 2039 Portfolio Fund (FPBAX)

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Dividend (ttm)	n/a
Dividend Yield	n/a
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Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	16.93
YTD Return	n/a
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5-Year Return	n/a
52-Week Low	15.72
52-Week High	17.13
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPBAX

The Future Path 529 College 2039 Portfolio - Z is an age-based investment portfolio designed specifically for education savings within the framework of a 529 college savings plan. Tailored for beneficiaries planning to attend college around the year 2039, this portfolio primarily serves to help families accumulate and grow assets to meet future qualified education expenses. The portfolio follows a glide path strategy: it starts with a higher allocation to equities—approximately 95% equity exposure early in the investment period—to pursue long-term capital appreciation, and gradually becomes more conservative as the target date approaches, reducing risk by shifting toward fixed income and cash-equivalent investments. Managed by J.P. Morgan Asset Management and administered by Ascensus College Savings, the portfolio invests primarily in a diversified mix of J.P. Morgan exchange-traded funds and mutual funds. Investors benefit from federal tax advantages, including tax-deferred growth and tax-free withdrawals for qualified education expenses. The portfolio plays a vital role in the education savings market, providing a professionally managed, straightforward solution for families seeking to plan and save for future higher education costs.

• Stock Exchange: NASDAQ
• Ticker Symbol: FPBAX

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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