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  2. Enrollment requests are held until email is confirmed
  3. Enrollment data is validated, then funds are transferred

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Enrollment Form

Step 1: Contact Info Step 2: Bank Details Step 3: Fund Selections

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Set Your Future Investment Elections

Your future investment elections determine how future dollars contributed into your myHSAinvestments investment account are invested. It is important to know that your future investment elections change future incoming funds only and will not change your current investment balances.

You have 100 percentage points of elections to spread across all of the available funds. You can pick any number of funds and investment election amounts per fund. Everything must add up to 100%.

Total Percentage
Must be 100%
Fund Name Ticker Resource Links Future
Investment Elections
Large Cap
American Funds New Economy RNGGX PS MS
Columbia Disciplined Growth CGQYX PS MS
T. Rowe Price Dividend Growth PDGIX PS MS
Vanguard 500 Index VFIAX PS MS
Vanguard Equity-Income VEIRX PS MS
Mid Cap
MFS Mid Cap Growth OTCKX PS MS
Vanguard Mid Cap Index VIMAX PS MS
Victory Sycamore Established Value VEVRX PS MS
Small Cap
Columbia Small Cap Index NMSCX PS MS
Janus Henderson Triton JGMNX PS MS
Undiscovered Managers Behavioral Val UBVFX PS MS
American Funds Europacific Growth RERGX PS MS
Vanguard Developed Markets Index VTMGX PS MS
Fixed Income
DFA Govt Fixed-Income DFIGX PS MS
Goldman Sachs Short Duration Govt GDFIX PS MS
Ivy High Income IVHIX PS MS
Templeton Global Bond TGBAX PS MS
Vanguard High-Yield Corporate VWEAX PS MS
Vanguard Long-Term Investment-Grade VWETX PS MS
Vanguard Short-Term Corp Bd Index VSCSX PS MS
Vanguard Treasury Money Market Investor VUSXX PS MS
Cohen & Steers Real Estate Securities CSZIX PS MS
Franklin Income FNCFX PS MS
Vanguard Balanced Index VBIAX PS MS
Vanguard LifeStrategy Cnsrv Gr VSCGX PS MS
Vanguard LifeStrategy Growth VASGX PS MS
Vanguard LifeStrategy Income VASIX PS MS
Vanguard LifeStrategy Moderate Gr VSMGX PS MS
Vanguard Wellesley Income VWIAX PS MS


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