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Investments

IAble offers a range of investment options to match both your goals and comfort with risk.

From aggressive options seeking higher returns to conservative investments that place capital preservation over growth, IAble has choices for every investor.

FDIC-Insured Checking Option from Fifth Third Bank, National Association

You can contribute to an FDIC-insured checking account (through Fifth Third Bank) that lets you withdraw money using a debit card. With this option, you can easily use your funds for everyday expenses.

You can contribute to an FDIC-insured checking account (through Fifth Third Bank) that lets you withdraw money using a debit card.

Aggressive Pie Chart - 10% Bonds, 90% Stocks Moderately Aggressive Pie Chart - 25% Bonds, 75% Stocks
Growth Pie Chart - 40% Bonds, 60% Stocks Moderate Pie Chart - 55% Bonds, 45% Stocks
Moderately Conservative Pie Chart - 45% Bonds, 30% Stocks, 25% Cash Moderately Conservative Pie Chart - 30% Bonds, 10% Stocks, 60% CashChecking Option Pie Chart - 100% Cash

Portfolio Performance

Choosing investments is an important decision. IAble provides all the performance and investment details you need to make your choice.

Portfolio price and performance

Quarter-end performance

State Treasurer's Office
Capitol Building
Des Moines, IA 50319

888-609-8910

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For more information about IAble (the "Member Plan"), call (888) 609-8910, or visit https://www.IAble.gov to obtain a Plan Disclosure Booklet, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

Before investing in any qualified ABLE program, you should consider whether your home state offers a qualified ABLE program that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's qualified ABLE program. You also should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to directly contact your home state's qualified ABLE program, or any other qualified ABLE program, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The Member Plan is sponsored by the state of Iowa and administered by Treasurer of the State. The Member Plan is one of the qualified ABLE plans issued by the Ascensus ABLE Consortium Trust. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services. The Member Plan offers a series of investment options within the Ascensus ABLE Consortium Trust. The Member Plan is intended to operate as a qualified ABLE plan to be used only to save for Qualified Disability Expenses, pursuant to the Section 529A of the U.S. Internal Revenue Code, as amended.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under federal or state tax laws. This material is not an offer to sell or a solicitation of an offer to buy any securities. Participation in the Member Plan does not guarantee that contributions and the investment return on contributions, if any, will be adequate to cover future expenses or that an account owner is eligible to participate in the Member Plan.

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© 2023 IAble. All rights reserved.