Future Path 529 Plan - Future Path 529 JPMorgan Betabuilders Us Small Cap Equity Fund (FPDKX)
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 | 13.56 |
YTD Return | 8.06% |
1-Year Return | n/a |
5-Year Return | n/a |
52-Week Low | 10.44 |
52-Week High | 13.81 |
Beta (5Y) | n/a |
Holdings | n/a |
Inception Date | n/a |
About FPDKX
Future Path 529 JPMorgan BetaBuilders US Small Cap Equity ETF Portfolio Class Z is a portfolio designed for the Future Path 529 college savings plan, offering exposure to U.S. small-cap equities through a diversified, index-based approach. Its primary function is to help investors, particularly those saving for education, capture the growth potential of smaller U.S. companies while benefiting from the broad diversification that comes with an ETF-based structure. The portfolio aims to closely track a benchmark index that represents the U.S. small-cap equity market, employing a strategy that invests across sectors such as industrials, financials, consumer discretionary, and technology. As part of the Future Path 529 Plan, it serves as a building block for college savers, allowing for cost-effective participation in the small-cap segment. Class Z shares are structured to offer a competitive expense ratio, making this portfolio an efficient vehicle for long-term, education-focused investing within a tax-advantaged plan.