Future path 529 Plan - Future Path 529JPMorgan Betabuilders USD Investment Grade Fund (FPDOX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

11.16

+0.07 (0.63%)

At close: Oct 16, 2026

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	11.09
YTD Return	-2.80%
1-Year Return	-2.29%
5-Year Return	n/a
52-Week Low	11.00
52-Week High	11.56
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPDOX

Future Path 529 JPMorgan BetaBuilders U.S. Equity ETF Portfolio - A is an investment portfolio designed primarily for education savings within the Future Path 529 Plan framework. This portfolio is structured as a U.S. equity-focused vehicle, allocating nearly all of its assets to U.S. stocks through ETF exposure, specifically the JPMorgan BetaBuilders U.S. Equity ETF. Its primary purpose is to help families save for future higher education expenses by providing growth potential aligned with the broad U.S. equity market. The investment strategy centers on diversification across large and multi-cap companies, echoing the composition of major U.S. stock indices. Managed by Ascensus College Savings with JPMorgan Investment Management overseeing asset selection, this portfolio is tailored to participants seeking a straightforward, market-driven approach to long-term college funding. As part of a 529 plan, the asset offers potential tax advantages for qualified education expenses and plays a significant role in the broader financial market as a tool for disciplined, goal-oriented investing, appealing especially to those prioritizing education funding through systematic exposure to U.S. equities.

Fund Family JPMorgan

Stock Exchange Nasdaq

Ticker Symbol FPDOX

Performance

FPDOX had a total return of -2.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.23%.