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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||
|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||
|JPMorgan Mid Cap Growth Fund||JMGMX|
|JPMorgan Small Cap Equity Fund||VSENX|
|Lazard Emerging Markets Equity Portfolio||LZEMX|
|Lazard International Equity Portfolio||
|Lord Abbett High Yield Fund||
|PIMCO Commodity Real Return Strategy Fund||
|T. Rowe Price Institutional Large-Cap Core Growth Fund||
|T. Rowe Price Institutional Large-Cap Value Fund||
|Vanguard® Balanced Index Fund Admiral Shares||
|Vanguard® Total Bond Market Index Fund Admiral Shares||
|Vanguard® Total International Bond Index Fund Admiral Shares||
|Vanguard® Total International Stock Index Fund Admiral Shares||
|Vanguard® Total Stock Market Index Fund Admiral Shares||
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.