Future Path 529 Plan - Future Path 529 JPMorgan Active Value Etf Portfolio Fund (FPBUX)

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	5.21%
1-Year Return	15.89%
5-Year Return	n/a
52-Week Low	11.64
52-Week High	14.95
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPBUX

Future Path 529 JPMorgan Active Value ETF Portfolio Class A is a professionally managed investment portfolio designed specifically for education savings within a 529 plan framework. This portfolio invests predominantly in U.S. value-oriented exchange-traded funds managed by J.P. Morgan, with a 100% allocation to domestic equities and no direct exposure to foreign stocks, real estate, or fixed-income securities. Its objective is to offer long-term capital appreciation by focusing on undervalued U.S. companies, making it well-suited to participants seeking growth potential while preparing to meet future education expenses. The portfolio operates under the Future Path 529 Plan, managed by Ascensus College Savings with oversight from the Nevada Board of Trustees, and is available to account owners nationwide without income or residency restrictions. As part of a broader suite of investment options, it provides investors with flexibility, control, and access to active management in pursuit of education-related financial goals, contributing to the overall significance of 529 plans as an important tool for college savings in the U.S. financial market.

• Fund Family: JPMorgan
• Stock Exchange: NASDAQ
• Ticker Symbol: FPBUX

Performance

FPBUX had a total return of 15.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.96%.