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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

14.40

+0.07 (0.49%)

At close: Oct 16, 2026

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	14.33
YTD Return	4.83%
1-Year Return	8.48%
5-Year Return	n/a
52-Week Low	13.12
52-Week High	14.73
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPEWX

Future Path 529 Moderate Portfolio – Z is a diversified investment portfolio designed specifically for education savings under the 529 plan framework. Managed by J.P. Morgan Asset Management, this portfolio is structured with a moderate risk profile, seeking a balance between potential growth and capital preservation. It employs a blend of equity and fixed income assets, utilizing primarily JPMorgan ETFs as underlying investment vehicles to provide broad market exposure across domestic and international sectors. The portfolio's composition is tailored to suit individuals aiming for a middle-ground approach—offering growth opportunities while maintaining a focus on risk mitigation. As part of the Future Path 529 Plan, this option serves families and individuals preparing for future educational expenses, benefiting from professional management and a disciplined investment strategy. Its role in the marketplace is to offer a balanced, cost-effective solution within the broader spectrum of college savings plans, making it a core choice for those seeking stability combined with the growth potential necessary to meet long-term educational funding goals.

Fund Family JPMorgan

Stock Exchange Nasdaq

Ticker Symbol FPEWX

Performance

FPEWX had a total return of 8.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.74%.