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.

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Mutual Fund Ticker Symbol Asset Class
Equity
BlackRock Equity Dividend MDDVX Large Value
Vanguard S&P 500 Index VFINX Large Blend
Vanguard Wellington VWELX Moderate Allocation
John Hancock Large Equity TAGRX Large Growth
American Funds Capital World CWGFX World Stock
Vanguard Global Equity VHGEX World Stock
Neuberger Berman Genesis NBGNX Mid-Cap Growth
Munder Mid-Cap Core Growth MGOAX Mid-Cap Growth
PIMCO Small Cap Stock Plus PCKAX Small Blend
Keeley Small Cap Value KSCVX Small Blend 
Oppenheimer Developing Markets ODMAX Diversified Emerging Markets
Neuberger Berman Real Estate NREAX Real Estate
Allocation
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 GNMA Fund PAGNX Intermediate Term Govt Bond
PIMCO Low Duration PTLAX Short Term 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 individual accounts offered by Optum BankSM, Member FDIC, and are subject to eligibility and restrictions, including but not limited to restrictions on distributions for qualified medical expenses set forth in section 213(d) of the Internal Revenue Code. State taxes may apply. This communication is not intended as legal or tax advice. Please contact a competent legal or tax professional for personal advice on eligibility, tax treatment, and restrictions. Federal and state laws and regulations are subject to change.