Summary
Future Path 529 JPMorgan BetaBuilders US Equity ETF Portfolio Z is a mutual fund run by J.P. Morgan. It does not trade on an exchange: you buy it from the fund company at a price set once a day.
- Yearly costs
- 0.00%
- Fund size
- $237.2M
- Running since
- 2025
What speaks for it
- Costs of 0.00% a year are below the middle of comparable funds (0.40%).
What to watch
- A young fund: it has been running only since 2025.
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- -0.2%
- 3 months
- +5.0%
- This year
- +13%
- 1 year
- +16%
What does it cost me?
Cheap- A year from $10,000
- $0.00
- Over 20 years
- $0.00
From every $10,000 invested the fund takes $0.00 a year. You do not pay it separately - it is taken out of the fund's value. Over 20 years at 5% yearly growth that adds up to about $0.00.
How has it done?
Growing over the long run- Over the last year
- +16%
- Deepest drop
- -19%
- Yearly volatility
- 13%
Growth over the last year: 16%. Deepest drop in these years: 19% below the earlier high.
Does it pay dividends?
We have no record of payments from this fund.