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Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z (FPCRX)
Key financial summary
Financials in USDTTM unavailable| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | ||
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| Total revenue | $m | - | - | - | - | - | - | - |
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| Net profit | $m | - | - | - | - | - | - | - |
| EPS reported | $ | - | ||||||
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| Free cash flow | $m | - | ||||||
| Net debt | $m | - | ||||||
| Book value equity | $m | - | ||||||
| Book value per share | $ | - | ||||||
| Number of shares | m | - | ||||||
| DPS (TTM paid) | $ | - |
Financial summary
Financials in USDTTM unavailable| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | ||
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| Value | ||||||||
| P/E TTM | x | - | ||||||
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| P/S LTM | x | - | ||||||
| P/FCF LTM | x | - | ||||||
| EV/EBITDA LTM | x | - | ||||||
| EV/Sales LTM | x | - | ||||||
| Earnings Yield LTM | % | - | ||||||
| FCF Yield | % | - | ||||||
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| ROE | % | - | ||||||
| ROIC | % | - | ||||||
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| FCF/Sales | % | - | ||||||
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| Dividend Growth | % | - | ||||||
| Payout Ratio | % | - | ||||||
| FCF/Debt | x | - | ||||||
| Net Debt/EBITDA | x | - | ||||||
| EBIT/Net interest | x | - | ||||||
| Net debt/market cap | % | - | ||||||
| Net debt/Equity | x | - | ||||||
| Gross debt/equity | x | - | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
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Company overview
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.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z (FPCRX)
Not enough data to calculate KvantraRank
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
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.
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