The Future Path 529 plan offers a variety of investment options that use JPMorgan ETFs as the main investment vehicle. The Plan is managed by Ascensus College Savings with JPMIM as the investment manager. The program features college-date, risk-based and static portfolio options utilizing JPMorgan ETFs. To find a financial advisor in your area, use the Directory of Financial Professionals.
- Program typeSavings
- Inception2023
- State agencyBoard of Trustees of the College Savings Plans of Nevada
- Tax deduction
- Program ManagerAscensus College Savings is program manager.
- Program distributorJPMorgan Distribution Services, Inc.
Investment Options
Investors in Future Path 529 Plan can select from the following investment options. Click on a portfolio name for more information.
Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.
| Portfolio | E.R. | %Â Equity | 1YR Performance |
|---|---|---|---|
| Future Path 529 College 2027 Portfolio | 0.66% | 40% | 9.33% |
| Future Path 529 College 2030 Portfolio | 0.66% | 60% | 12.64% |
| Future Path 529 College 2033 Portfolio | 0.65% | 75% | 15.35% |
| Future Path 529 College 2036 Portfolio | 0.66% | 90% | 17.94% |
| Future Path 529 College 2039 Portfolio | 0.66% | 95% | 18.88% |
| Future Path 529 College 2042 Portfolio | 0.66% | 95% | 18.69% |
| Future Path 529 College Enrollment Portfolio | 0.65% | 20% | 7.08% |
