Future Path 529 Plan - Future Path 529 JPMorgan Active Growth Etf Portfolio Fund (FPBQX)
| 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 | -6.01% |
| 1-Year Return | 3.31% |
| 5-Year Return | n/a |
| 52-Week Low | 12.51 |
| 52-Week High | 17.36 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPBQX
Future Path 529 JPMorgan Active Growth ETF Portfolio Class A is a diversified mutual fund portfolio designed as part of a 529 college savings plan. Its primary function is to facilitate tax-advantaged education savings by investing in a portfolio of growth-focused exchange-traded funds managed by JPMorgan. This portfolio is structured to seek long-term capital appreciation, allocating assets predominantly to U.S. equities, with approximately 100% exposure to domestic stocks and little to no allocation to international equities, bonds, or short-term instruments. As a component of the broader Future Path 529 Plan, overseen by the Board of Trustees of the College Savings Plans of Nevada and managed by Ascensus College Savings with JPMorgan Investment Management as the investment manager, this option is suitable for those aiming to maximize growth potential for education-related expenses. It benefits from the federal and potential state tax advantages associated with 529 plans, offering tax-deferred growth and tax-free withdrawals for qualified education expenses. The fund is especially notable for its focus on growth assets, flexibility in beneficiary changes, and disciplined, ETF-based asset management within the education savings sector.
Performance
FPBQX had a total return of 3.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.93%.