Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z (FPCRX) — Stock Valuation & Research

The Class Z Portfolio invests its assets in the JPMorgan BetaBuilders MSCI US REIT ETF, providing 529 account holders diversified exposure to U.S.-listed equity real estate investment trusts (REITs) spanning sectors such as residential, industrial, retail, office, and specialty properties. As a single-fund investment option within the Nevada-sponsored Future Path 529 Plan, this Portfolio is designed for account holders seeking real estate-oriented growth and income exposure to diversify a broader 529 savings strategy, allowing tax-advantaged growth intended for qualified education expenses.

FPCRX key statistics

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