What is the expense ratio of FPCWX?

Expense ratio data for FPCWX is shown on the page when available from our data provider.

What are the largest holdings in FPCWX?

FPCWX's top holdings are listed on this page when available.

How can PortView analyze FPCWX overlap with other ETFs?

PortView computes the holdings overlap between FPCWX and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Future Path 529 JPMorgan BetaBuilders US Aggregate Bond ETF Portfolio Z (FPCWX) ETF Holdings & Analysis

ETFOther

$11.03-0.09%

1-year price historyRange $10.86 – $11.28

52-week range$11.03

$10.83$11.28

What FPCWX does

The Class Z Portfolio invests its assets in the JPMorgan BetaBuilders US Aggregate Bond ETF, providing 529 account holders broad, diversified exposure to the U.S. investment-grade fixed-income market, including Treasuries, government agency debt, and investment-grade corporate and securitized bonds. As a single-fund investment option within the Nevada-sponsored Future Path 529 Plan, this Portfolio is designed for account holders seeking core, lower-volatility bond exposure to help balance risk within a 529 savings strategy, allowing tax-advantaged growth intended for qualified education expenses.

Fund profile

PortView Portfolio Insights

PortView analyzes how FPCWX fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What does FPCWX track?: FPCWX is the Future Path 529 JPMorgan BetaBuilders US Aggregate Bond ETF Portfolio Z, a Other ETF.
What is the expense ratio of FPCWX?: Expense ratio data for FPCWX is shown on the page when available from our data provider.
What are the largest holdings in FPCWX?: FPCWX's top holdings are listed on this page when available.
How can PortView analyze FPCWX overlap with other ETFs?: PortView computes the holdings overlap between FPCWX and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.