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

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	1.45%
1-Year Return	7.92%
5-Year Return	n/a
52-Week Low	10.99
52-Week High	11.86
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPEEX

Future Path 529 JPMorgan International Bond Opportunities ETF Portfolio Z is a portfolio within a 529 college savings plan that harnesses the globally diversified expertise of J.P. Morgan Asset Management. This portfolio’s primary function is to provide a total return through investment in a wide variety of international bonds, including both investment-grade and high-yield corporate securities, emerging market debt, and securitized instruments. The allocation is strategically weighted with approximately 80% of holdings in non-U.S. regions, reflecting a strong global focus. The portfolio benefits from active management by a seasoned team, who employ top-down macroeconomic analysis and sector-specific research to shape allocations and manage risk. It is designed to take advantage of opportunities worldwide, including defensive sectors and select names in industries like consumer, telecom, and media, while maintaining flexibility to minimize drawdowns during periods of market stress. As part of a 529 plan, this portfolio is intended for education savings, allowing investors to choose a diversified fixed-income approach as they plan for future education expenses, balancing potential for returns with prudent risk management.

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

Performance

FPEEX had a total return of 7.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.01%.