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

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	1.65%
1-Year Return	12.91%
5-Year Return	n/a
52-Week Low	11.22
52-Week High	13.56
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPEVX

The Future Path 529 Moderate Portfolio is an asset allocation portfolio designed for education savings within a 529 plan structure. Its primary function is to provide investors—typically parents and guardians saving for a beneficiary’s future education expenses—with a balanced investment strategy that seeks to achieve moderate growth while managing risk. This portfolio invests in a diversified mix of underlying assets, including U.S. equity securities, global and international equity securities, and fixed income securities. As of its latest strategic allocation, approximately 33.75% is allocated to U.S. equities, 12% to global equities, 14.25% to international equities, and 40% to fixed income, aiming for a well-rounded exposure across markets and asset classes. Unlike enrollment year options that adjust risk automatically as the beneficiary approaches college age, the Moderate Portfolio maintains a consistent allocation unless changed by the account holder, providing a stable risk profile over time. Managed by J.P. Morgan Asset Management, the portfolio benefits from active oversight and broad diversification, making it suitable for savers seeking a balance between capital appreciation and income, with less volatility than aggressive options but more growth potential than conservative alternatives.

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

Performance

FPEVX had a total return of 12.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.75%.