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

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	0.97%
1-Year Return	6.94%
5-Year Return	n/a
52-Week Low	10.56
52-Week High	11.40
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPDQX

Future Path 529 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF Portfolio is a fixed income investment option within the Future Path 529 Plan, designed to help families save for educational expenses through tax-advantaged accounts. This portfolio primarily invests in exchange-traded funds that track U.S. dollar-denominated investment grade corporate bonds, offering exposure to high-quality debt issued by large, established corporations. The approach leverages the scale and expertise of J.P. Morgan Asset Management’s multi-asset solutions team, which actively selects and adjusts holdings to respond to evolving market conditions. The fund is intended to provide investors with a blend of income generation and capital preservation, characteristics often sought in college savings strategies. By focusing on investment grade corporate bonds, the portfolio aims to maintain lower credit risk while offering the potential for steady returns. This portfolio plays a significant role in diversified education savings plans, supporting investors' efforts to balance risk and reward as they plan for future college costs.

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

Performance

FPDQX had a total return of 6.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.83%.