Future Path 529 Plan - Future Path 529 JPMorgan Betabuilders MSCI Us Reit Etf Fund (FPCRX)

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	13.28
YTD Return	8.03%
1-Year Return	7.95%
5-Year Return	n/a
52-Week Low	11.46
52-Week High	13.45
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPCRX

Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio is an open-end mutual fund specifically crafted for 529 education savings plans. Its primary purpose is to provide investors with targeted exposure to the U.S. real estate investment trust (REIT) market by investing in the JPMorgan BetaBuilders MSCI US REIT ETF. This ETF, in turn, seeks to mirror the performance of the MSCI US REIT Custom Capped Index, which represents a broad spectrum of U.S.-listed equity REITs, focusing predominantly on small- and mid-cap real estate companies. The portfolio employs a passive, index-tracking strategy, making it suitable for investors who seek diversification within the real estate sector as part of a long-term educational savings plan. As part of a 529 program, the asset supports tax-advantaged investment growth for future educational expenses while offering participants access to the real estate sector’s unique risk-return characteristics. The fund’s returns are closely tied to the underlying real estate market’s performance, and the portfolio does not currently pay a dividend.

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

Performance

FPCRX had a total return of 7.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.79%.