Future Path 529 Plan - Future Path 529 JPMorgan Active Value Etf Portfolio Fund (FPBVX)
| 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 | 5.08% |
| 1-Year Return | 15.14% |
| 5-Year Return | n/a |
| 52-Week Low | 11.49 |
| 52-Week High | 14.68 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPBVX
Future Path 529 JPMorgan BetaBuilders U.S. Equity ETF Portfolio is a specialized portfolio within the Future Path 529 Plan, designed to support education savings with a focus on long-term growth. This portfolio primarily invests in a single underlying fund, the JPMorgan BetaBuilders U.S. Equity ETF, which aims to closely replicate the performance of the Morningstar US Target Market Exposure Index. The index is broadly representative of the U.S. equity market, encompassing predominantly large- and mid-capitalization companies across various industries and sectors, thereby offering a diversified exposure to U.S. stocks. As a 529 plan investment option, its primary purpose is to help families save for qualified higher education expenses while potentially benefiting from tax advantages associated with 529 plans. This portfolio is managed and administered under the Nevada Board of Trustees of the College Savings Plans, with investment oversight provided by J.P. Morgan Asset Management and program management by Ascensus. Its all-equity allocation makes it suitable for account owners seeking significant stock market participation within their education savings strategy, contributing to the broader offering of risk-based and static portfolios available in the Future Path 529 Plan.
Performance
FPBVX had a total return of 15.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.19%.