Future Path 529 - JPMorgan Stable Asset Income Portfolio Fund (FPEGX)
| 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 | 0.55% |
| 1-Year Return | 4.21% |
| 5-Year Return | n/a |
| 52-Week Low | 10.47 |
| 52-Week High | 10.90 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FPEGX
FuturePath 529 JPMorgan Stable Asset Income Portfolio A is a savings-oriented investment portfolio designed specifically for 529 college savings plans. Structured to prioritize capital preservation and liquidity, the portfolio allocates 100% of its assets to cash or money market instruments, rather than stocks, bonds, or real estate. Its primary objective is to offer a stable source of income and safeguard principal, making it particularly suitable for account holders who are nearing the time to withdraw funds for educational expenses or who prefer minimal risk exposure. Managed by JPMorgan Asset Management and overseen by the Board of Trustees of the College Savings Plans of Nevada, this portfolio plays an essential role within the broader Future Path 529 plan by offering a conservative option among a range of risk-based and static portfolio choices. It is commonly chosen by those seeking predictable returns and quick access to funds within a tax-advantaged education savings framework.
Performance
FPEGX had a total return of 4.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.14%.