Future Path 529 - JPMorgan Intl Bd Opportunities Etf Portfolio Fund (FPEDX)
| 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 | 11.63 |
| YTD Return | 1.39% |
| 1-Year Return | 7.18% |
| 5-Year Return | n/a |
| 52-Week Low | 10.85 |
| 52-Week High | 11.64 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPEDX
Future Path 529 JPMorgan BetaBuilders U.S. Aggregate ETF Portfolio Class C is an age-based college savings portfolio within the Future Path 529 Plan that invests primarily in an underlying exchange-traded fund designed to mirror the broad U.S. investment-grade bond market. The portfolio gains exposure to U.S. dollar–denominated government, corporate, mortgage‑backed, and asset‑backed securities through the JPMorgan BetaBuilders U.S. Aggregate Bond ETF, which seeks to track the Bloomberg U.S. Aggregate Bond Index. This structure provides diversified fixed income exposure across maturities and sectors, emphasizing securities rated investment grade. As part of a 529 plan lineup, the portfolio’s role is to serve as a core bond option that can help support capital preservation and income generation within a tax-advantaged education savings framework. It is typically used in conservative or fixed income–tilted allocations as beneficiaries near their anticipated higher-education enrollment date, complementing equity-oriented portfolios in the plan’s broader investment menu.
Performance
FPEDX had a total return of 7.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.25%.