Future Path 529 Plan - JPMorgan 529 Moderate Portfolio fund (FPEUX)

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	14.18
YTD Return	4.57%
1-Year Return	8.16%
5-Year Return	n/a
52-Week Low	13.00
52-Week High	14.59
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPEUX

The Future Path 529 Moderate Portfolio Class A is a diversified portfolio within a 529 college savings plan, designed to help families invest for future educational expenses. Managed by J.P. Morgan Asset Management, this portfolio targets a moderate risk level by maintaining a balanced allocation across both equity and fixed-income investments. Its primary function is to pursue growth while seeking to manage volatility, appealing to investors who prefer a middle ground between aggressive and conservative strategies. The fund utilizes a mix of mutual funds and exchange-traded funds for broad diversification and is actively managed to respond to changing market conditions. The Future Path 529 Moderate Portfolio Class A plays a vital role in the education savings market, offering individuals and families a structured and tax-advantaged way to prepare for the costs of higher education at eligible institutions nationwide. This portfolio is part of the broader Future Path 529 Plan, which includes multiple investment options tailored to different risk preferences and investment horizons.

• Fund Family: JPMorgan
• Stock Exchange: Nasdaq
• Ticker Symbol: FPEUX

Performance

FPEUX had a total return of 8.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.37%.

Data Sources: S&P Global Market Intelligence, Twelve Data, and more

Historical data is provided by S&P Global Market Intelligence. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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