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Funds

Your HSA is not subject to normal minimum investment requirements. Click the links below to view fund overviews. Questions about the funds? Contact RH Buchanan & Company at (404) 736-9167.

AQR Long/Short Equity Fund
QLEIX
The Arbitrage Fund ARBNX
BlackRock Inflation Protected Bond Fund BPRIX
Dimensional Real Estate Securities Portfolio DFREX
Dimensional US Micro Cap Portfolio DFSCX
Dreyfus Dynamic Total Return Fund
AVGRX
JPMorgan Mid Cap Growth Fund JMGMX
JPMorgan Small Cap Equity Fund VSENX
Lazard Emerging Markets Equity Portfolio LZEMX
Lazard International Equity Portfolio
LZIEX
Lord Abbett High Yield Fund
LHYVX
PIMCO Commodity Real Return Strategy Fund
PCRIX
T. Rowe Price Institutional Large-Cap Core Growth Fund
TPLGX
T. Rowe Price Institutional Large-Cap Value Fund
TILCX
Vanguard® Balanced Index Fund Admiral Shares
VBIAX
Vanguard® Total Bond Market Index Fund Admiral Shares
VBTLX
Vanguard® Total International Bond Index Fund Admiral Shares
VTABX
Vanguard® Total International Stock Index Fund Admiral Shares
VTIAX
Vanguard® Total Stock Market Index Fund Admiral Shares
VTSAX

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.

Security products: Not insured by FDIC or any federal government agency; may lose value; not a deposit of or guaranteed by the bank or any bank affiliate.