Future Path 529 Plan - Future Path 529 JPMorgan Betabuilders Us Equity Etf Fund (FPDBX)
| 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 | 16.10 |
| YTD Return | -1.11% |
| 1-Year Return | 12.20% |
| 5-Year Return | n/a |
| 52-Week Low | 12.39 |
| 52-Week High | 16.45 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPDBX
The Future Path 529 JPMorgan BetaBuilders U.S. Equity ETF Portfolio is a college savings investment option within the Future Path 529 Plan. Structured as a portfolio primarily investing in the JPMorgan BetaBuilders U.S. Equity ETF, it targets broad U.S. equity market exposure. The underlying ETF seeks to mirror the performance of the Morningstar US Target Market Exposure Index, a free float-adjusted, market capitalization-weighted benchmark composed of large- and mid-cap companies predominantly traded in the United States. As a 529 portfolio, its core purpose is to support long-term education savings with tax advantages, making it suitable for families planning for future higher education expenses. The portfolio is managed by J.P. Morgan Asset Management in coordination with state oversight, ensuring alignment with 529 plan regulations and objectives. With a total expense ratio of 0.51%, the portfolio offers cost-effective U.S. equity market participation and plays a key role in diversified, education-focused investment strategies, providing participants with a balanced blend of growth potential and efficient market exposure.
Performance
FPDBX had a total return of 12.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.18%.