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

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	14.98
YTD Return	5.24%
1-Year Return	16.29%
5-Year Return	n/a
52-Week Low	11.69
52-Week High	15.06
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPBWX

Future Path 529 JPMorgan Active Value ETF Portfolio-Z is an investment portfolio within the Future Path 529 plan, managed by JPMorgan Asset Management. It primarily invests in U.S. equities with an emphasis on value stocks, aiming to provide growth through exposure to large-cap companies that are considered undervalued based on proprietary fundamental analysis. The portfolio is actively managed and utilizes JPMorgan ETFs as its main investment vehicles. It serves as a strategic option for investors focused on value-oriented equity investments within a tax-advantaged college savings plan structure. The portfolio carries a total expense ratio of approximately 0.64% and is designed to play a key role in long-term investment goals, especially for education funding, by providing diversified exposure to U.S. stock markets while targeting value investment opportunities.

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

Performance

FPBWX had a total return of 16.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.35%.