Future Path 529 Plan - Future Path 529 JPMorgan Activebuilders Emerging Markets Fund (FPBZX)
| 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 | 12.66% |
| 1-Year Return | 43.87% |
| 5-Year Return | n/a |
| 52-Week Low | 10.45 |
| 52-Week High | 16.20 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPBZX
Future Path 529 JPMorgan ActiveBuilders Emerging Markets Equity ETF Portfolio Class C is an open-end mutual fund designed to provide investors with exposure to emerging markets equities through an actively managed ETF-based strategy. Its primary function is to serve as an investment option within the Future Path 529 college savings plan, managed by Ascensus College Savings with investment management from J.P. Morgan Asset Management. The fund exclusively holds foreign stocks, targeting companies across rapidly developing economies, which play crucial roles in global growth and diversification. This approach enables participants in the 529 plan to access potential long-term capital appreciation driven by emerging markets, while also benefiting from professional management and asset allocation tailored to education-focused investing. With a recent year-to-date return of 8.8% and net assets of approximately $11.8 million, the fund offers investors an opportunity to balance risk and growth potential within a tax-advantaged 529 plan structure. Its expense ratio for Class C is 1.57%.
Performance
FPBZX had a total return of 43.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 38.95%.