Future Path 529 Plan - Future Path 529 JPMorgan Betabuilders Us Small Cap Equity Fund (FPDHX)

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	5.05%
1-Year Return	14.50%
5-Year Return	n/a
52-Week Low	10.42
52-Week High	14.98
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPDHX

Future Path 529 JPMorgan Active Growth ETF Portfolio A is a college savings-focused mutual fund designed to help families grow assets for future education expenses. This portfolio is part of the Future Path 529 Plan, a tax-advantaged investment program administered by the State of Nevada and managed by J.P. Morgan Asset Management. The fund employs an active management strategy, allocating capital primarily to exchange-traded funds (ETFs) targeting growth-oriented assets. Its objective is to achieve capital appreciation over the long term, aligning with the financial needs of beneficiaries saving for higher education. The portfolio features diversified exposure to domestic and international equities, leveraging J.P. Morgan’s research and tactical allocation process to select investments with strong growth potential. As a 529 plan investment option, it is specifically structured to provide broad market access while managing risk, benefiting from the expertise of a dedicated team that adjusts allocations in response to market developments. This portfolio plays a key role within college savings strategies, offering families a professionally managed, growth-oriented option to help meet future tuition and education costs while benefiting from potential tax advantages unique to 529 plans.

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

Performance

FPDHX had a total return of 14.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.44%.