Future Path 529 - JPMorgan Intl Bd Opportunities Etf Portfolio Fund (FPDZX)
| 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 | 1.37% |
| 1-Year Return | 7.73% |
| 5-Year Return | n/a |
| 52-Week Low | 11.00 |
| 52-Week High | 11.85 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPDZX
The Future Path 529 JPMorgan Income ETF Portfolio is a fixed income investment option within the Future Path 529 Plan, specifically designed to support education savings goals. This portfolio is structured to invest 100% of its assets in bonds, with no allocations to stocks, real estate, or cash equivalents. It primarily utilizes JPMorgan-managed income-focused exchange-traded funds (ETFs) to gain exposure to a diverse set of fixed income markets, including securitized products, corporate credit, and select emerging market debt. Managed by professionals from JPMorgan Asset Management, the portfolio aims to provide stable income potential and risk management through diversified bond holdings. Its purpose is to help families grow and preserve capital for future qualified education expenses, while benefiting from strategies commonly employed by institutional investors. The portfolio is part of the Nevada-sponsored Future Path 529 Plan and offers participants a way to target predictable, income-oriented growth in a tax-advantaged college savings structure.
Performance
FPDZX had a total return of 7.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.86%.