CalABLE offers a total of four savings and investment options.


100%
Interest-Bearing Account

FDIC-Insured Portfolio1

Seeks a stable, conservative return by investing in a low risk, interest bearing deposit account.

Read More about FDIC-Insured Portfolio

20%
Stocks
55%
Bonds
25%
Funding Agreement

Conservative Portfolio

Seeks a conservative to moderate long-term total return by investing primarily in bond funds, with smaller allocations to stock funds and a funding agreement. The funding agreement is an insurance product that guarantees a minimum interest rate.

View Underlying Funds for Conservative Portfolio

50%
Stocks
45%
Bonds
5%
Funding Agreement

Moderate Portfolio

Seeks a moderate long-term total return by investing in stock funds, bond funds, and a funding agreement. The funding agreement is an insurance product that guarantees a minimum interest rate.

View Underlying Funds for Moderate Portfolio

80%
Stocks
20%
Bonds

Aggressive Growth Portfolio

Seeks aggressive growth and long-term total returns by investing primarily in stock funds.

View Underlying Funds for Aggressive Growth Portfolio

There is also the flexibility to change investment allocations twice per calendar year.

1Investments in the FDIC-Insured Portfolio are insured by the FDIC up to $250,000, subject to certain restrictions. For additional information on the FDIC-Insured Portfolio, including information on FDIC insurance, please see the Program Disclosure Statement and Participation Agreement.


To view performance information, click on the links below.

Price and Performance

Fees and Expenses