Future Path 529 Plan - Future Path 529 JPMorgan Betabuilders Us Aggregate Bond Fund (FPCUX)
| 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 | 1.18% |
| 1-Year Return | 7.18% |
| 5-Year Return | n/a |
| 52-Week Low | 10.47 |
| 52-Week High | 11.19 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPCUX
Future Path 529 JPMorgan Active Growth ETF Portfolio is an education-focused investment portfolio designed for 529 college savings plans. Its primary role is to provide families with an opportunity to invest towards future higher education expenses while benefiting from tax-advantaged features unique to 529 plans. The portfolio is actively managed and primarily allocates its assets to a diversified selection of growth-oriented exchange-traded funds (ETFs) overseen by JPMorgan, targeting long-term capital appreciation. This portfolio falls within the category of risk-based investment options, meaning its asset mix is tailored to achieve growth, predominantly by holding U.S. equity ETFs. The underlying investments focus on sectors and companies with strong growth potential, which may include technology, consumer discretionary, and other dynamic industries integral to the broad U.S. economy. The investment manager, JPMorgan Investment Management, regularly adjusts the portfolio’s allocations in response to market conditions, aiming to maximize growth while recognizing the importance of managing risk for education planning. As part of the Future Path 529 Plan, this portfolio is managed in collaboration with Ascensus College Savings, and is intended for investors who seek aggressive growth strategies within an education savings context. Its structure and management emphasize a balance between growth potential and prudent oversight, supporting families’ efforts to plan for future educational costs.
Performance
FPCUX had a total return of 7.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.26%.