The U.Fund College Investing Plan
MEFA's U.Fund, the Massachusetts 529 college investing plan, is a tax-advantaged college savings plan professionally managed by Fidelity. MEFA is a non-profit state authority that works to make higher education more accessible and affordable.
Managed for you; asset allocation automatically becomes more conservative over time.
You decide how investments are distributed across different portfolios.
The U.Fund College Investing Plan is offered by MEFA and managed by Fidelity Investments. If you or the designated beneficiary is not a Massachusetts resident, you may want to consider, before investing, whether your state or the designated beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits.
MEFA is a not-for-profit self-financing state authority that works to make higher education more accessible and affordable for students and families in Massachusetts through community education programs, college savings plans, and low-cost financing options.
Units of the portfolios are municipal securities and may be subject to market volatility and fluctuation.
Please carefully consider each plan's investment objectives, risks, charges, and expenses before investing. For this and othe information on any 529 college savings plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view online. Read it carefully before you invest or send money.
Although the underlying deposits are eligible for FDIC insurance, subject to applicable federal deposit insurance limits, the Units of the Bank Deposit Portfolio are not insured or guaranteed by the FDIC or any other government agency. You are responsible for monitoring the total amount of your assets on deposit at the depository bank, including amounts held directly at the depository bank. All such deposits held in the same ownership capacity at the depository bank are subject to aggregation and to the current FDIC insurance coverage limitation of $250,000. Please see a 529 fact kit for more details.
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