CalABLE offers a total of four savings and investment options.
Seeks a stable, conservative return by investing in a low risk, interest bearing deposit account.
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.
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.
Aggressive Growth Portfolio
Seeks aggressive growth and long-term total returns by investing primarily in stock funds.
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.