HealthEquity is excited to announce that we are expanding our selection of mutual funds. Health savings accounts (HSAs) provide you with the opportunity to build equity that can help you pay for your health care now and in the future. To help you build that equity, HealthEquity offers a free investment account with your HSA.[1]
There are no set-up and trading fees and there is no minimum investment.HealthEquity is expanding our selection of funds to encompass the following mutual funds. These funds will become available for your employees to investment in as of January 1, 2008.
Fund Name |
Symbol |
Category |
Baron Small Cap |
BSCFX |
Small Blend |
Dodge & Cox Income Fund |
DODIX |
Intermediate Term Bond |
Dodge & Cox International Stock |
DODFX |
Foreign Large Value |
Dreyfus Appreciation |
DGAGX |
Large Blend |
Dreyfus Small Cap Stock Index |
DISSX |
Small Growth |
Fidelity Blue Chip Value |
FBCVX |
Large Blend |
Fidelity Capital Appreciation |
FDCAX |
Large Growth |
Harding Loevner Emerging Markets |
HLEMX |
Diversified Emerging Markets |
Laudus International MarketMasters |
SWOIX |
Foreign Large Growth |
Royce Special Equity Inv. |
RYSEX |
Small Value |
T. Rowe Price Equity Income Fund |
PRFDX |
Large Value |
Vanguard Large Cap Index |
VLACX |
Large Blend |
If you would like to invest your HealthEquity HSA funds in a free investment account go to your Personal HSA Desktop (www.myhealthequity.com). Select “PayChoice Bill Pay” and then “Investments” from the dropdown navigation.
[1] Investments are not FDIC insured. HSA must maintain a minimum threshold in order to invest. Minimum threshold may differ if enrolled through one of our affiliates. For more information go to www.myhealthequity.com or call 866-346-5800. |