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.
To view performance information, click on the links below.
Meet Amelia Reyes
"I want Amelia to have money in her name, like her brothers already can. A CalABLE account helps prepare her for living life on her terms, and even her great-grandma can help her save."