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

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	11.43
YTD Return	-0.61%
1-Year Return	4.87%
5-Year Return	n/a
52-Week Low	10.70
52-Week High	11.65
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPDRX

Future Path 529 JPMorgan BetaBuilders U.S. Equity ETF Portfolio is an investment option offered within the Future Path 529 college savings program. This portfolio is structured as a 529 education savings plan investment, utilizing JPMorgan exchange-traded funds as its core holdings. The portfolio is designed to provide exposure primarily to the U.S. equity market, investing 100% of its assets in U.S. stocks. The underlying strategy seeks to closely track the performance of the Morningstar® US Target Market Exposure Index, focusing on large- and mid-cap companies that are primarily traded in the United States. This broad-based, passively managed approach aims to capture a significant portion of the U.S. stock market’s performance while maintaining diversification across industries and sectors. The Future Path 529 JPMorgan BetaBuilders U.S. Equity ETF Portfolio plays a significant role for families saving for education, offering a tax-advantaged way to invest in domestic equities through a reputable college savings plan, with management provided by Ascensus College Savings and oversight from the state of Nevada.

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

Performance

FPDRX had a total return of 4.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.72%.