Future Path 529 Plan - Future Path 529 JPMorgan Active Growth Etf Portfolio Fund (FPBRX)
| 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 | 15.37 |
| YTD Return | -6.07% |
| 1-Year Return | 2.20% |
| 5-Year Return | n/a |
| 52-Week Low | 12.37 |
| 52-Week High | 17.05 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPBRX
The Future Path 529 JPMorgan Active Growth ETF Portfolio is a mutual fund portfolio designed specifically for 529 college savings plans. Its primary purpose is to provide a growth-oriented investment solution for individuals saving for education expenses. This portfolio allocates assets primarily to a selection of actively managed exchange-traded funds, overseen by J.P. Morgan Asset Management, with a focus on seeking capital appreciation over the long term. Its growth strategy is achieved through diversified exposure to sectors and industries expected to benefit from economic expansion, making it suitable for savers with a longer investment horizon who wish to potentially enhance their education savings. As part of the Future Path 529 Plan, this portfolio supports tax-advantaged savings, aligning with the educational funding objectives of families and individuals planning for future academic costs. The portfolio’s structure and management emphasize both growth potential and active oversight, ensuring it responds dynamically to changing market conditions and investment opportunities within the U.S. and global equity markets.
Performance
FPBRX had a total return of 2.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.90%.