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

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	6.23%
1-Year Return	13.63%
5-Year Return	n/a
52-Week Low	11.01
52-Week High	15.01
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPDFX

Future Path 529 JPMorgan BetaBuilders US Mid Cap Equity ETF Portfolio is a mutual fund designed as an investment option within the Future Path 529 College Savings Plan. The portfolio’s primary function is to closely track the performance of the Morningstar® US Mid Cap Target Market Exposure Extended Index by investing at least 80% of its assets in mid-capitalization U.S. equities. This targeted approach provides investors—particularly those saving for education—with exposure to a diversified basket of mid-sized U.S. companies, typically falling between the 85th and 95th percentiles by market capitalization within the U.S. equity universe. The fund is structured for 529 plans, making it suitable for individuals seeking tax-advantaged growth while saving for future college expenses. Managed by J.P. Morgan Asset Management and offered through Nevada’s state-sponsored savings program, the portfolio plays a key role in helping families build education savings through disciplined, index-based mid-cap equity exposure. Its all-equity allocation is designed to capture the long-term growth potential of U.S. mid-cap stocks, an important segment of the stock market that often features companies with above-average growth prospects and sector diversification.

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

Performance

FPDFX had a total return of 13.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.14%.