Mutual Funds

The table below lists the standard investment options available as part of the Optum Bank HSA.  Your actual investment options may vary depending on your specific HSA plan. Investment performance data for our standard list of funds is updated quarterly.

Log in to your account and click on Access Investments for tools and information to help you manage your account.

Mutual Fund Ticker Symbol Asset Class
Vanguard Wellington VWENX Moderate Allocation
Vanguard Equity-Income VEIRX Large Value
BlackRock Equity Dividend MDDVX Large Value
Vanguard 500 Index VFIAX Large Blend
American Funds Capital World CWGFX World Stock
Neuberger Berman Genesis NBGIX Mid-Cap Growth
Victory Munder Mid-Cap Core Growth MGOAX Mid-Cap Growth
Vanguard Mid Cap Index VIMAX Mid-Cap Blend
Vanguard Global Equity VHGEX World Stock
Neuberger Berman Real Estate NREAX Real Estate
John Hancock Large Equity TAGRX Large Growth
Vanguard Small Cap Index VSMAX Small Blend
PIMCO Commodity Real Ret Strat PCRAX Specialty
Oppenheimer Developing Markets ODMAX Diversified Emerging Markets
Keeley Small Cap Value KSCVX Small Blend 
PIMCO Small Cap Stock Plus PCKAX Small Blend
PIMCO All Asset PASAX World Allocation
Goldman Sachs Balanced Strategy GIPAX Conservative Allocation
Goldman Sachs Growth & Income Strategy GOIAX World Allocation
Goldman Sachs Growth Strategy GGSAX World Allocation
Fixed Income
PIMCO Low Duration PTLAX Short Term Bond
PIMCO GNMA Fund PAGNX Intermediate Term Govt Bond
PIMCO Real Return PRTNX Inflation-Protected Bond
John Hancock High Yield JHHBX High Yield Bond
Money Market
JP Morgan Prime Money Market VPMXX Money Market

* Investments are not FDIC-insured, are not guaranteed by Optum Bank and may lose value.

Investors should read the Prospectus carefully and consider the fund's investment objectives, risks, charges and expenses before investing.   Prospectuses are available on the investment web site, or by contacting the fund directly. 
Investing in certain funds involves special risks, such as those related to investments in foreign securities, small- and mid-capitalization stocks, and high-yield securities.
Mutual fund performance data and ratings represent past performance and are not a guarantee of future results. Investment returns and principal value will fluctuate and investor's shares, when sold, may be worth more or less than their original cost.  All funds may be purchased at net asset value (NAV) without a front end load.  Redemption fees may apply.
Mutual fund investment options are made available through the services of an independent investment advisor and shares are offered through Devenir, LLC, a registered broker-dealer. 
Optum Bank and its affiliates receive compensation for providing various services to the funds, including distribution (12b-1) and sub-transfer agent fees.
Health savings accounts (HSAs) are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. State taxes may apply. The content on this website is not intended as legal or tax advice.