Future Path 529 Plan - Future Path 529 JPMorgan Active Growth Etf Portfolio Fund (FPBTX)
| 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 | -5.97% |
| 1-Year Return | 3.62% |
| 5-Year Return | n/a |
| 52-Week Low | 12.57 |
| 52-Week High | 17.47 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPBTX
Future Path 529 JPMorgan Active Growth ETF Portfolio Z is a mutual fund portfolio designed for use within 529 college savings plans, offering a growth-focused investment strategy. Managed by J.P. Morgan Asset Management, this portfolio seeks to maximize long-term capital appreciation primarily by investing in exchange-traded funds (ETFs) that hold U.S. equities, with a 100% allocation to domestic stocks and no exposure to foreign equities, bonds, or cash equivalents. The portfolio is crafted to align with the needs of education savers seeking growth potential in their college savings accounts, and it is structured as a static option within Nevada's Future Path 529 Plan. Notable for its disciplined, actively managed approach, the fund leverages J.P. Morgan’s expertise in ETF selection and portfolio construction. With a total expense ratio of 0.64%, the portfolio is positioned to deliver exposure to U.S. growth sectors, playing a significant role for individuals prioritizing higher education funding through tax-advantaged investment vehicles.
Performance
FPBTX had a total return of 3.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.24%.