Massachusetts 529 Plan - Fidelity Investments

open a new U.Fund College Investing Plan account with an automatic investing plan and get a $50 Target GiftCard.

MEFA’s U.Fund, the Massachusetts 529 college investing plan, combines tax advantages with Fidelity’s professional investment management, making the U.Fund a flexible and affordable way to save for college.

About MEFA	MEFA is a non–profit state authority that works to make higher education more accessible and affordable through community education programs, college savings plans, and low–cost financing options.
Tax Advantages	Any earnings grow tax deferred and qualified withdrawals are free from federal and Massachusetts state-income taxes.
State Tax Advantages	Check out the 529 State Tax Deduction Calculator This content will appear in a pop–up window.
Minimum Initial Investment	$50, or $15/month ($45/quarter) with automatic investments
Combined Account Maximum	$300,000
Annual Account Maintenance Fee	No fee
Investment Options	Two Age-Based Options Six Static Portfolios Individual Fund Portfolios Learn more
Fees: Actively-Managed Portfolios	0.69 - 1.07%. This content will appear in a pop–up window.
Fees: Index Portfolios	0.50%. This content will appear in a pop–up window.
Investment Performance	View Annual Returns
Annual Report	View Annual Report . This content will appear in a pop–up window. (PDF)

Open a U.Fund account today

Open an account or download an enrollment kit

Saving for college is smart. Now, it's also easier by earning 2 % on purchases. Learn More about Fidelity Investments 529 College Rewards American Express Card.

Financial Aid Basics

Find out more about using it for college

Informaci�n en espa�ol sobre U.FUND

Informaci�n General sobre los planes 529 (529 Plans). This content will appear in a pop–up window. (PDF)

Give the gift of education Contribute to a child's 529 account. Find out how . This content will appear in a pop–up window. (PDF)

If you or the designated beneficiary are not a resident of the state of Massachusetts, you may want to consider, before investing, whether your or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits.

Units of the Portfolios are municipal securities and may be subject to market volatility and fluctuation.

PDFs require Adobe® Reader®.

Please carefully consider each Plan's investment objectives, risks, charges, and expenses before investing. For this and other information on any 529 College Savings Plan managed by Fidelity, call or write to Fidelity for a free Fact Kit, or view 529 Fact Kit online. Read it carefully before you invest or send money.