Important Message
Important Message

Health Savings Account Investments


Health Savings Account (HSA)

Investments Funds List

Many employers offer Health Savings Accounts as part of their employee benefits packages. If you’re offering your employees the option of an HSA, it can be beneficial to know where those funds are being invested.

Employees can increase their earnings potential by investing their HSA money. With a minimum of $1,000 in their HSA, employees can choose from a variety of mutual funds offered through the HSA Plus Online Portal.

Fund Name Morningstar Category Ticker
T. Rowe Price Short-Term Bond I U.S. Fund Short-Term Bond TBSIX
Dodge & Cox Income U.S. Fund Intermediate-Term Bond DODIX
Vanguard Total Bond Market Index Adm U.S. Fund Intermediate-Term Bond VBTLX
American Funds Capital World Bond R6 U.S. Fund World Bond RCWGX
T. Rowe Price Equity Income I U.S. Fund Large Value REIPX
Vanguard 500 Index Admiral U.S. Fund Large Blend VFIAX
Vanguard Extended Market Index Admiral U.S. Fund Mid-Cap Blend VEXAX
Vanguard MorganTM Growth AdmiralTM U.S. Fund Large Growth VMRAX
MFS Mid-Cap Value R6 U.S. Fund Mid-Cap Value MVCKX
Baird Mid-Cap Inst U.S. Fund Mid-Cap Growth BMDIX
American Beacon Small-Cap Val Inst U.S. Fund Small Value AVFIX
Wasatch Small-Cap Growth Institutional U.S. Fund Small Growth WIAEX
American Funds New World R6 U.S. Fund Diversified Emerging Markets RNWGX
Vanguard Total Intl Stock Index Admiral U.S. Fund Foreign Large Blend VTIAX
Templeton Instl Intl Eq Ser Primary U.S. Fund Foreign Large Value TFEQX
American Funds New Perspective R6 U.S. Fund World Stock RNPGX
Vanguard LifeStrategy Income Inv U.S. Fund Allocation – 15% to 30% Equity VASIX
Vanguard LifeStrategy Cnsrv Gr Inv U.S. Fund Allocation – 30% to 50% Equity VSCGX
Vanguard LifeStrategy Moderate Gr Inv U.S. Fund Allocation – 50% to 70% Equity VSMGX
Vanguard LifeStrategy Growth Inv U.S. Fund Allocation – 70% to 85% Equity VASGX
Dodge & Cox Balanced U.S. Fund Allocation – 50% to 70% Equity DODBX
American Funds EuroPacific Foreign Large Growth RERGX

Call 800-270-7719

 

Investments, Securities and Insurance Products:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT

Associated Bank is a marketing name Associated Banc-Corp (AB-C) uses for products and services offered by its affiliates. Investment management services are provided by Kellogg Asset Management, LLC® (“KAM”), an SEC-registered investment adviser. KAM and Associated Bank, N.A. are wholly-owned affiliates of Associated Banc-Corp (AB-C). AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your tax, legal or accounting advisors regarding your individual situation.

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