One using fidelity series actively managed funds One using fidelity series index funds And a third using a combination of the two. As the massachusetts 529 college savings plan, the u.fund offers affordability, flexibility, and powerful tax advantages Mefa’s associate director of college planning jonathan hughes explains how the u.fund works, how the money is invested, and which expenses the funds cover. We do not limit our offerings to fidelity funds, specific asset classes, or funds of sponsors or investment managers who compensate us.
Mefa’s u.fund college investing plan is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses. Mefa’s u.fund college investing plan has earned a gold medal rating from morningstar, placing it among the nation’s best 529 college savings plans for the second year in a row. If you're torn between opening a u.plan or a u.fund account, read our interview with the director of college planning at mefa to learn why it can be benefi.
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