Future Path 529 Plan - Future Path 529 Enrollment Year Portfolio Fund (FPBMX)
| 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 | 11.68 |
| YTD Return | 5.87% |
| 1-Year Return | n/a |
| 5-Year Return | n/a |
| 52-Week Low | 10.98 |
| 52-Week High | 11.82 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPBMX
Future Path 529 Enrollment Year Portfolio A is an investment portfolio within a 529 college savings plan, specifically designed to simplify education savings for families preparing for future educational costs. This portfolio utilizes a dynamic, age-based investment strategy: as the selected enrollment year approaches, the portfolio automatically shifts its allocations from more aggressive investments (like equities) toward more conservative assets (such as bonds and cash), aiming to preserve capital as tuition payments near. Its core purpose is to help account holders maximize savings for qualified education expenses—such as K–12 tuition, college, graduate school, student loan payments, and certain apprenticeship programs—while benefiting from federal tax advantages, including tax-deferred growth and tax-free withdrawals. Managed by J.P. Morgan Asset Management, the portfolio is globally diversified, blending ETFs and mutual funds to balance growth and risk across various market conditions. The plan is open to all U.S. families, with high contribution limits and flexibility in investment choices, helping ensure long-term educational funding goals are met.