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Help your money work harder with a range of portfolios to choose from.
Some people prefer to use their Attainable® Savings Plan account as an investment vehicle. Others use it to manage their monthly and day-to-day living expenses. As you get ready to open your Attainable account, decide which investment strategy will work best for you.
Attainable portfolios offer varying degrees of risk. Choose the level you're comfortable with, from conservative to aggressive growth.
If you need your funds quickly or want to help minimize risk, you may want to consider ABLE portfolios with a lower degree of equity exposure.
If you are investing for a longer time and are comfortable with higher risk but the potential for greater returns, consider portfolios with a higher degree of equity exposure.
There's a strategy for every investor. Choose to invest in a single portfolio or multiple portfolios to gain exposure to different investment strategies.
Attainable portfolios that are more conservative (and tend to have lower risk) are at the top of the chart, and more aggressive portfolios that have greater risk but the potential for higher returns are toward the bottom of the chart.
Source: Fidelity 2024
Units of the Portfolios are municipal fund securities and are subject to market fluctuation and volatility. You may have a gain or loss when you sell your Units.
| Portfolio | Asset allocation - Stocks | Asset allocation - Bonds | Asset allocation - Short-term |
|---|---|---|---|
| ABLE Money Market Portfolio | 0% Stocks | 0% Bonds | 100% Short-term |
| ABLE Conservative Income 20% Portfolio | 20% Stocks | 50% Bonds | 30% Short-term |
| ABLE Income 30% Portfolio | 30% Stocks | 50% Bonds | 20% Short-term |
| ABLE Moderate Income 40% Portfolio | 40% Stocks | 45% Bonds | 15% Short-term |
| ABLE Balanced 50% Portfolio | 50% Stocks | 40% Bonds | 10% Short-term |
| ABLE Moderate Growth 60% Portfolio | 60% Stocks | 35% Bonds | 5% Short-term |
| ABLE Growth 70% Portfolio | 70% Stocks | 25% Bonds | 5% Short-term |
| ABLE Aggressive Growth 85% Portfolio | 85% Stocks | 15% Bonds | 0% Short-term |
| ABLE Multi-Asset Index Portfolio | 85% Stocks | 15% Bonds | 0% Short-term |
Source: Fidelity 2023
Units of the Portfolios are municipal fund securities and are subject to market fluctuation and volatility. You may have a gain or loss when you sell your Units.
No annual account maintenance fee.
Investment portfolio fees
Investment fees vary based on your investment portfolio. Fees range from 0.20% of assets to 0.84% of assets.
Start saving now with the Attainable® Savings Plan.
Get additional information for managing your Attainable® account, including contributions, withdrawals, and more.
Save and invest for disability-related expenses and keep current benefits intact.
Important Information
