Future Path 529 Plan - Future Portfolio Fund (FPBJX)

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	1.32%
1-Year Return	9.06%
5-Year Return	n/a
52-Week Low	10.93
52-Week High	12.28
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPBJX

Future Path 529 Conservative Portfolio - Class C is an asset allocation portfolio within the Nevada-sponsored Future Path 529 College Savings Plan designed for education savings with a lower risk profile. The portfolio maintains a relatively conservative mix, emphasizing income-oriented and lower-volatility holdings, and does not automatically shift its allocation over time, allowing families to match a stable risk tolerance rather than an enrollment-year glide path. The plan’s portfolios invest primarily in exchange-traded funds and mutual funds, with management and portfolio construction provided through the program’s appointed managers and service providers under the state-administered framework. As part of a 529 plan, the portfolio is used to pursue tax-advantaged growth for qualified education expenses, including K–12 tuition, college costs, student loan repayments, and approved apprenticeship programs. It serves savers seeking steadier capital preservation characteristics while remaining invested in diversified markets, offering a structured option alongside moderate and aggressive asset allocation choices within the broader Future Path lineup. Performance, risks, charges, and expenses are governed by the plan’s official documents and can vary with market conditions.

• Stock Exchange: NASDAQ
• Ticker Symbol: FPBJX

Performance

FPBJX had a total return of 9.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.15%.