Future Path 529 - College 2042 Portfolio Fund (FPBGX)

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	15.50
YTD Return	2.04%
1-Year Return	15.90%
5-Year Return	n/a
52-Week Low	11.99
52-Week High	15.58
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPBGX

The Future Path 529 College 2042 Portfolio is an enrollment year portfolio within the Future Path 529 Plan, designed specifically for families aiming to fund educational expenses around the year 2042. As a type of 529 college savings plan, it offers a tax-advantaged way to save for qualified education costs, such as tuition, fees, and related expenses. This portfolio utilizes a globally diversified, actively managed investment strategy that automatically adjusts its asset allocation over time—starting with a heavier emphasis on equities in early years to seek higher growth, and gradually shifting toward more conservative holdings like fixed income as the target enrollment date approaches. The portfolio primarily invests in a mix of exchange-traded funds and mutual funds, managed by experienced teams at J.P. Morgan Asset Management and State Street Global Advisors. It is designed to minimize investment risk as the beneficiary nears college age while maximizing growth potential in the early years. Open to all U.S. residents regardless of state, the plan features flexible contribution options, no income or age restrictions, and high contribution limits, making it a practical choice for long-term education planning.

• Stock Exchange: NASDAQ
• Ticker Symbol: FPBGX

Performance

FPBGX had a total return of 15.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.09%.