Future Path 529 Plan - Future Path 529 JPMorgan Betabuilders Us Equity Etf Fund (FPCYX)

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	-1.11%
1-Year Return	11.89%
5-Year Return	n/a
52-Week Low	12.33
52-Week High	16.34
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPCYX

Future Path 529 JPMorgan BetaBuilders US Equity ETF Portfolio Class A is an investment portfolio designed for college savings within the Future Path 529 plan. This portfolio seeks to provide broad, diversified exposure to the U.S. equity market by primarily investing in JPMorgan BetaBuilders US Equity ETF, which tracks a market capitalization-weighted index of large- and mid-cap U.S. companies. Managed by Ascensus College Savings with JPMorgan Investment Management as the investment manager, the portfolio holds 100% allocation to U.S. stocks, offering targeted growth potential aimed at funding future education expenses. The structure is intended to align with tax-advantaged 529 savings accounts, making it suitable for long-term education planning. The portfolio’s underlying ETF is recognized for its diversified holdings across key economic sectors such as technology and communication services, mirroring the broader U.S. market. The Future Path 529 JPMorgan BetaBuilders US Equity ETF Portfolio Class A plays a critical role for individuals and families seeking a disciplined and transparent vehicle to invest for educational needs while leveraging the efficiency of low-cost, passive equity exposure.

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

Performance

FPCYX had a total return of 11.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.93%.