Important Message
Important Message

Health Savings Account Investments

Investing Your HSA Money

While your HSA money may earn interest in the deposit account, you can increase your earnings potential by investing that money. Once you have at least $1000 in your HSA, you can choose from a variety of mutual funds offered through the HSA Plus online portal.

Health Savings Account Investment Funds List

You can choose to invest the money you contribute to your HSA in one or more of the following mutual funds. To learn about specific fund companies, please visit the HSA Plus online portal. You can change your investment selection at any time with no transaction costs 24/7/365 in the HSA Plus online portal.

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

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