JPMorgan Core Bond 529 Portfolio (JPBEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

12.79

0.00 (0.00%)

At close: Aug 27, 2026

2.24% (1Y)

Fund Assets	n/a
Expense Ratio	0.04%
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	12.79
YTD Return	0.23%
1-Year Return	2.40%
5-Year Return	0.39%
52-Week Low	12.51
52-Week High	13.05
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About JPBEX

SC Future Scholar Advisor 529 JPMorgan Core Bond Portfolio I is a fixed-income investment option within the South Carolina Future Scholar 529 College Savings Plan, structured for use by families and individuals preparing for future education expenses. This portfolio invests exclusively in bonds, aiming to provide income with moderate stability of principal, making it suitable for investors seeking a lower-risk asset allocation in their education savings strategy. The underlying holdings are managed by JPMorgan, leveraging its extensive expertise in core bond strategies, which typically include a diversified mix of U.S. investment-grade government and corporate bonds. This fixed-income focus helps mitigate volatility compared to equity-based options, catering to savers who prioritize capital preservation as college expenses approach. By being part of an advisor-sold 529 plan, the portfolio is integrated into a broader suite of age-based and static investment options, allowing customization and professional guidance. Its role in the financial market centers on providing a stable and tax-advantaged vehicle for long-term college savings, contributing to the diversification and risk management offered by the 529 plan framework.

Fund Family JPMorgan

Stock Exchange NASDAQ

Ticker Symbol JPBEX

Performance

JPBEX had a total return of 2.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.98%.