Mutual funds

Optum Bank is excited to announce enhancements to the investment lineup for your health savings account (HSA). You now have access to a series of Charles Schwab target date fund options in addition to the existing diversified lineup.

The table below lists the standard investment options available as part of the Optum Bank HSA, along with the latest investment performance for each fund. Your actual investment options may vary depending on your specific HSA plan.

Investment performance data is updated quarterly. All mutual funds listed have no loads or have loads that are waived. Get more information about HSA Investing.

Log in to your account to find more investing tools and information, including links to prospectuses and other reports.


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INVESTMENT TIP

You must maintain a minimum balance in your HSA of at least $100 more than your investment threshold to make investments, because investments purchases must be equal to or greater than $100.


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.