Because questions about your health accounts can arise when you least expect it, HealthEquity's account mentors are available every hour of every day to share advice, relieve your concerns or let us conduct a personal assessment of your plan options.
Call or email us any time!
1.866.346.5800
The average American couple will spend over $301,0001 in out-of-pocket medical expenses post-retirement. Your HSA can supplement your retirement goals and help you bridge the Medicare gap. By taking advantage of the investment options, you can maximize your tax-free2 earning potential. Use the investment funds to grow your balance and pay for health care costs now and in the future.
HealthEquity offers the Investor Choice fund lineup for those who want access to lower cost, active and passive index funds with a monthly administration fee. Investor Choice provides the ultimate flexibility for members to reflect their investment philosophies and strategies. Other than the monthly investment administration fee, the HSA administration fee and the respective mutual fund expense ratio there are no trading costs, commissions or fund minimums.
| Fund Name/Symbol | Category |
| Passively Managed Funds | |
|---|---|
| Vanguard Emerging Mkts Stock Idx I (VEMIX) | Emerging |
| Vanguard Extended Market Idx Instlplus (VEMPX) | Mid Cap US Stocks |
| Vanguard Growth Index I (VIGIX) | Large Cap US Stocks |
| Vanguard Inflation-Protected Secs I (VIPIX) | TIPS |
| Vanguard Institutional Index Instl Pl (VIIIX) | Large Cap US Stocks |
| Vanguard Materials Index Adm (VMIAX) | Natural Res |
| Vanguard Reit Index I (VGSNX) | Real Estate |
| Vanguard Small Cap Index Adm (VSMAX) | Small Cap US Stocks |
| Vanguard Total Bond Market Idx Instlpls (VBMPX) | Agg Bonds |
| Vanguard Total Intl Stock Idx Instlpls (VTPSX) | Int'l Stocks |
| Vanguard Short-Term Bond Index Adm (VBIRX) | Agg Bonds |
| Vanguard Total Intl Bd Idx Admiral (VTABX) | Foreign Bonds |
| Vanguard Value Index Adm (VVIAX) | Large Cap US Stocks |
| Vanguard Mid-Cap Value Index Adm (VMVAX) | Mid Cap US Stocks |
| Vanguard Small-Cap Value Index Adm (VSIAX) | Small Cap US Stocks |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm (VTAPX) | TIPS |
| Actively managed funds | |
|---|---|
| Vanguard Wellesley Income Admiral (VWIAX) | Other |
| Fund Name/Symbol | Category |
| Target Date | |
|---|---|
| Vanguard Target Retirement 2020 Inv (VTWNX) | Target Date 2016-2020 |
| Vanguard Target Retirement 2030 Inv (VTHRX) | Target Date 2026-2030 |
| Vanguard Target Retirement 2040 Inv (VFORX) | Target Date 2036-2040 |
| Vanguard Target Retirement 2050 Inv (VFIFX) | Target Date 2046-2050 |
| Vanguard Target Retirement 2060 Inv (VTTSX) | Target Date 2051+ |
| Vanguard Target Retirement Income Inv (VTINX) | Retirement Income |
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