Future Path 529 - JPMorgan Intl Bd Opportunities Etf Portfolio Fund (FPDVX)

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	1.05%
1-Year Return	6.37%
5-Year Return	n/a
52-Week Low	10.82
52-Week High	11.52
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPDVX

Future Path 529 JPMorgan Inflation Managed Bond ETF Portfolio Class A is a fixed income portfolio designed specifically for education savings within a 529 plan framework. This portfolio primarily invests in an underlying strategy that seeks to deliver inflation-protected total returns by allocating assets to a diversified set of U.S. bonds, including Treasury securities, investment-grade corporate bonds, asset-backed securities, mortgage-related and mortgage-backed instruments, as well as inflation swaps. The core feature of this portfolio is its focus on managing the effects of inflation, aiming to preserve purchasing power over time, which is particularly relevant for long-term education funding goals. By offering exposure to a mix of high-quality bonds, especially those with higher credit ratings such as AAA and AA, the portfolio balances credit risk while pursuing its inflation-protection objective. The underlying fund is managed by experienced professionals and tends to hold a higher average credit quality than many of its peers. As part of the Future Path 529 Plan, this portfolio serves as a specialized option within college savings programs, giving families a way to help safeguard education funding from the erosive effects of rising prices in the broader economy.

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

Performance

FPDVX had a total return of 6.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.91%.