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

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	-1.19%
1-Year Return	11.10%
5-Year Return	n/a
52-Week Low	12.19
52-Week High	16.07
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPCZX

Future Path 529 JPMorgan BetaBuilders US Equity ETF Portfolio Class C is an investment portfolio designed specifically for college savings within a 529 plan structure. This portfolio invests primarily in U.S. equities, aiming for long-term capital appreciation by tracking the performance of a broad U.S. equity benchmark through underlying JPMorgan BetaBuilders ETFs. The fund allocates 100% of its assets to domestic equities, making it a concentrated option for investors seeking exposure to the U.S. stock market as part of their educational savings strategy. Managed by JPMorgan Asset Management and administered via the Nevada-based Future Path 529 Plan, this portfolio is structured to provide tax-advantaged growth potential for educational expenses. Its Class C share structure typically carries higher ongoing expenses compared to other share classes, enabling access without a front-end sales charge. The portfolio serves as a key component for families and individuals looking to optimize their college savings with diversified, professionally managed U.S. equity exposure through a streamlined 529 plan platform.

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

Performance

FPCZX had a total return of 11.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.16%.