HSA Investment Selections content
Health Savings Account (HSA) Investment Selections
Investing your HSA money.
Once you have at least $1,000 in your HSA, you can choose from a variety of mutual funds offered through the HSA Plus Online Portal.
HSA Investment Options
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.
|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|
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.