Future Path 529 Plan - Future Path 529 JPMorgan Income Etf Portfolio Fund (FPDSX)
| 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 | 11.68 |
| YTD Return | 0.78% |
| 1-Year Return | 6.76% |
| 5-Year Return | n/a |
| 52-Week Low | 10.93 |
| 52-Week High | 11.69 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPDSX
Future Path 529 JPMorgan Income ETF Portfolio - A is a mutual fund specifically designed for education savings within the framework of a 529 college savings plan. Its primary function is to provide a diversified portfolio focused on generating income through investments in exchange-traded funds (ETFs), with strategic asset allocation guided by J.P. Morgan Asset Management. The portfolio typically emphasizes fixed income and related securities, seeking to balance risk and return by investing across a range of income-generating assets. This approach aims to offer consistent returns suitable for conservative investors or those approaching college spending timelines. A notable aspect of the Future Path 529 JPMorgan Income ETF Portfolio is its integration within the broader Future Path 529 plan, which delivers tax advantages for education savers, such as tax-deferred growth and tax-free withdrawals for qualified educational expenses. The fund operates within a selection of asset allocation and individual portfolios, allowing account holders flexibility to tailor investment choices according to risk tolerance and time horizon. By leveraging the expertise of J.P. Morgan’s investment professionals, the portfolio serves as a foundational option for individuals aiming to finance future education costs while benefiting from the stability and income potential of ETF-based strategies. Account values are subject to market fluctuations and are not guaranteed by the plan sponsors or affiliated entities.
Performance
FPDSX had a total return of 6.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.39%.