Future Path 529 Plan - Future Path 529 JPMorgan Income Etf Portfolio Fund (FPDUX)

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	11.80
YTD Return	0.77%
1-Year Return	7.07%
5-Year Return	n/a
52-Week Low	11.02
52-Week High	11.81
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPDUX

Future Path 529 JPMorgan Income ETF Portfolio is a college savings investment portfolio designed specifically for 529 plans, which are tax-advantaged accounts used to save for future educational expenses. This portfolio invests primarily in an underlying income-focused exchange-traded fund managed by J.P. Morgan, with an emphasis on generating current income through diversified fixed-income securities. The portfolio typically includes holdings such as asset-backed securities, mortgage-backed securities, corporate bonds, and cash equivalents, reflecting a broad approach to income generation within the context of a 529 plan. Its principal function is to help families grow and preserve capital intended for education while aiming to reduce risk through diversification and active management. By anchoring its strategy in income-generating assets, the portfolio seeks to provide stability and regular distributions, supporting the long-term objective of funding qualified education expenses. Future Path 529 JPMorgan Income ETF Portfolio plays a significant role in educational financial planning, offering investors professionally managed access to a mix of fixed-income securities within the Future Path 529 Plan framework.

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

Performance

FPDUX had a total return of 7.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.72%.