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 |
Bonds |
|
Short Term Idx Adm |
VBIRX |
Short-Term Bond |
Total Bond Market Idx InstPls |
VBMPX |
Intermediate Core Bond |
Total Intl Bond Idx Adm |
VTABX |
Global Bond-USD Hedged |
Inflation-Protected Secs I |
VIPIX |
Inflation-Protected Bond |
Short-Term Infl-Prot Sec Idx Adm |
VTAPX |
Short-Term Inflation-Protected Bond |
Vanguard Ultra-Short-Term Bond fund |
VUSFX |
Ultrashort Bond |
Stocks |
|
Growth Index I |
VIGIX |
Large Growth |
Institutional Index Instl P1 |
VIIIX |
Large Blend |
Value Idx Adm |
VVIAX |
Large Value |
Extended Market Idx InstlPlus |
VEMPX |
Mid-Cap Blend |
Mid-Cap Value Idx Adm |
VMVAX |
Mid-Cap Value |
Small Cap Index Adm |
VSMAX |
Small Blend |
Small Cap Value Idx Adm |
VSIAX |
Small Value |
Total Intl Stock Indx InstlPls |
VTPSX |
Foreign Large Blend |
Emerging Markets Stock Idx I |
VEMIX |
Diversified Emerging Mkts |
Ftse Social Index Fund Admiral |
VFTAX |
Large Blend |
Vanguard Mid-cap Index Fund |
VIMAX |
Mid-Cap Blend |
Fund Name |
Symbol |
Category |
Other |
|
REIT Index I |
VGSNX |
Real Estate |
Materials Index Adm |
VMIAX |
Natural Resources |
Wellesley® Income Admiral™ |
VWIAX |
Moderately Conservative Allocation |
Target Date Funds |
|
Target Retirement 2020 Inv |
VTWNX |
Target-Date 2020 |
Target Retirement 2025 Inv |
VTTVX |
Target-Date 2025 |
Target Retirement 2030 Inv |
VTHRX |
Target-Date 2030 |
Target Retirement 2035 Inv |
VTTHX |
Target-Date 2035 |
Target Retirement 2040 Inv |
VFORX |
Target-Date 2040 |
Target Retirement 2045 Inv |
VTIVX |
Target-Date 2045 |
Target Retirement 2050 Inv |
VFIFX |
Target-Date 2050 |
Target Retirement 2055 Inv |
VFFVX |
Target-Date 2055 |
Target Retirement 2060 Inv |
VTTSX |
Target-Date 2060 |
Target Retirement 2065 Inv |
VLXVX |
Target-Date 2065 |
Retirement Income Inv |
VTINX |
Target-Date Retirement |