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Funds

Your HSA is not subject to normal minimum investment requirements. Click the links below to view fund overviews.

 American Funds 2015 Target Date Retirement Fund
FBBTX 
 American Funds 2020 Target Date Retirement Fund FBCTX 
 American Funds 2025 Target Date Retirement Fund FBDTX 
 American Funds 2030 Target Date Retirement Fund FBETX
 American Funds 2035 Target Date Retirement Fund FBFTX 
 American Funds 2040 Target Date Retirement Fund
FBGTX 
 American Funds 2045 Target Date Retirement Fund FBHTX 
 American Funds 2050 Target Date Retirement Fund FBITX 
 American Funds 2055 Target Date Retirement Fund FBJTX 
Vanguard® LifeStrategy Income Fund
VASIX
Vanguard® Total Bond Market Index Fund Admiral Shares
VBTLX 
Vanguard® LifeStrategy Conservative Growth Fund
VSCGX 
Vanguard® Balanced Index Fund Admiral Shares
 VBIAX
Vanguard® LifeStrategy Growth Fund
VASGX 
Oakmark International Investor
OAKIX 

Account Owner acknowledges that a wide array of investment options is made available for the investment of funds held in the HSA. Account Owner understands and agrees that the Custodian is not providing any investment advice to Account Owner or any Authorized Agent and that Custodian is not an investment adviser registered under the Investment Advisers Act of 1940. Account Owner also acknowledges that some of the mutual funds or other investment options that are offered for purchase in the HSA may pay marketing and administrative services or other “revenue sharing” fees, including but not limited to so-called “12b-1” fees to the Custodian in connection with an investment in such funds.