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

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	5.01%
1-Year Return	13.67%
5-Year Return	n/a
52-Week Low	10.26
52-Week High	14.68
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPDJX

Future Path 529 JPMorgan Betabuilders US Small Cap Equity Fund is a mutual fund portfolio designed as part of the Future Path 529 college savings plan lineup. Its primary function is to provide investors with exposure to the US small-cap equity market, aiming to track the performance of an underlying index that represents a broad array of small-cap companies. The fund invests in exchange-traded funds (ETFs) and mutual funds managed by J.P. Morgan Asset Management, leveraging their scale and expertise for diversified, cost-efficient access to this segment of the equity market. This offering forms a specialized component within the broader suite of Future Path 529 portfolios, which are tailored toward long-term education savings goals. The small-cap equity focus allows participants to benefit from the growth potential of emerging and dynamic US companies, making it a relevant choice for those seeking to incorporate higher-growth assets into education-focused, tax-advantaged investment accounts.

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

Performance

FPDJX had a total return of 13.67% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.73%.