Future Path 529 Plan - Future Path 529 Enrollment Year Portfolio Fund (FPBMX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

12.19

+0.05 (0.41%)

At close: Oct 16, 2026

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	12.14
YTD Return	1.17%
1-Year Return	2.88%
5-Year Return	n/a
52-Week Low	11.80
52-Week High	12.35
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.

Stock Exchange Nasdaq

Ticker Symbol FPBMX

Performance

FPBMX had a total return of 2.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.27%.