Future Path 529 Plan - Future Path 529 JPMorgan Betabuilders Us Mid Cap Equity Fund (FPDEX)

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	6.38%
1-Year Return	14.55%
5-Year Return	n/a
52-Week Low	11.19
52-Week High	15.35
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPDEX

Future Path 529 JPMorgan BetaBuilders U.S. Equity ETF Portfolio A is a 529 plan investment option designed for education savings. This portfolio primarily invests in the JPMorgan BetaBuilders U.S. Equity ETF, which provides broad exposure to the U.S. large-cap equity market by tracking a diversified index of U.S. companies. The portfolio’s objective is to offer capital appreciation in line with the performance of the overall U.S. equity market, making it suitable for long-term education savers seeking equity growth potential. Managed by Ascensus College Savings in partnership with J.P. Morgan Asset Management, the portfolio emphasizes a passive, low-cost investment approach and allocates 100% of assets to U.S. stocks, distinguishing itself from other options that may include bonds or international holdings. Its role in the financial market is to serve as a core equity component within the Future Path 529 Plan, helping account owners systematically invest for educational expenses while benefiting from potential tax advantages associated with 529 plans. This portfolio is administered by the Board of Trustees of the College Savings Plans of Nevada, ensuring oversight and adherence to plan guidelines.

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

Performance

FPDEX had a total return of 14.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.91%.