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 | 13.96 |
| YTD Return | n/a |
| 1-Year Return | n/a |
| 5-Year Return | n/a |
| 52-Week Low | 13.56 |
| 52-Week High | 14.05 |
| 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.