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Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z

Overview

Financials

Units: $M (per-share in $, ratios in %)

Revenue & profit

Margins

Valuation

Multiples at each fiscal year end (annual) and current (TTM)

Valuation history

Segments

Revenue breakdown (annual, $B). Segments depend on each year’s disclosure.

By product

By region

Dividends & earnings

Annual dividend per share ($, split-adjusted)

EPS (diluted), last 16 quarters ($)

Company info

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.