A Comprehensive List of Mutual Funds for HSA Investing

At Key Investment Services (KIS) we pride ourselves on providing our clients access to a wide variety of funds to help them reach their goals, on their terms.

With the Key Investment Services Health Savings Account (HSA), our clients save pre-tax dollars for health expenses, yet also utilize their KIS HSA funds to invest in funds of their choosing—adding the potential to grow their account balance while preparing for future medical expenses.

Listed below is a complete list of mutual fund families from which you may select individual mutual funds for investment through your KIS HSA.

Please note that not every fund within a fund family or share class within a fund may be available.

Funds list current as of June 30, 2020.

AB Funds

 

Aberdeen Funds

 

Adirondack Funds

 

Advisors Inner Circle Funds

 

Aegis Funds

 

Akre Funds

 

Alger Funds

 

Allianz Funds

 

AlphaCentric Funds

 

Alps Series Trust Funds

 

Amana Funds

 

American Beacon Funds

 

American Century Funds

 

American Funds

 

AMG Funds

 

Appleseed Funds

 

AQR Funds

 

Aquilla Funds

 

Ariel Funds

 

 

Baird Funds

 

Baron Funds

 

Blackrock Funds

 

Bluerock Interval Funds

 

BMO Funds

 

BNY Mellon Funds

 

Boston Partners Funds

 

Brandes Funds

 

Bridgeway Funds

 

Brown Advisory Funds

 

Brown Capital Funds

 

Buffalo Funds

 

 

Calamos Funds

 

Calvert Funds

 

Camelot Funds

 

Carillion Funds

 

Catalyst Funds

 

Causeway Funds

 

Centre Funds

 

Cohen & steers Funds

 

Colorado Bond Shares

 

Columbia Funds

 

Congress Funds

 

Credit Suisse Funds

 

CRM Funds

 

Cullen Funds

 

Davis Funds

 

Day Hagan Funds

 

Dean Funds

 

Delaware Funds

 

Diamond Hill Funds

 

Dimensional Funds

 

Dodge & Cox Funds

 

Domini Social Funds

 

Doubleline Funds

 

Driehaus Funds

 

Dunham Funds

 

DWS Funds

Eaton Vance Funds

 

Elfun Funds

 

Emerald Funds

 

Empiric Funds

 

Eventide Funds

 

Fam Funds

 

Federated Funds

 

Fidelity Funds

 

First Eagle Funds

 

First Investors Funds

 

Firsthand Funds

 

FMI Funds

 

Forum Funds

 

FPA Funds

 

Franklin Templeton Funds

 

Frost Funds

 

Fundvantage Trust Funds

Gabelli Funds

 

Glenmede

 

Goldman Sachs Funds

 

Good Harbor Funds

 

Grant Park Funds

 

Greenspring Funds

 

Guggenheim Funds

Hancock Horizon Funds

 

Harbor Funds

 

Harding Loevner Funds

 

Hartford Funds

 

Heartland Funds

 

Hennessy Funds

 

Highland Funds

 

Hodges Funds

 

Hotchkis & wiley Funds

 

HSBC Investor Funds

Icon Funds

 

Integrity Funds

 

Invesco AIM Money Market Funds

 

Invesco Funds

 

Investment Managers Series

 

Iron Strategic Funds

 

IVA Funds

 

Ivy Funds

JAG Funds

 

Janus Funds

 

JOHCM Funds

 

John Hancock Funds

 

JPMorgan Funds

Kinetics Funds

Lazard Funds

 

Leaders Funds

 

Legg Manson funds

 

Litman Gregory Funds

 

Locorr Funds

 

Longleaf Partners Funds

 

Lord Abbett Funds

Madison Funds

 

Maingate MLP Funds

 

Mainstay Funds

 

Manning & Napier Funds

 

Marketfield Funds

 

Marsico Funds

 

Matthew 25 Fund

 

Matthews Funds

 

Merger Funds

 

Meridian Funds

 

Metropolitan Funds

 

MFS Funds

 

Morgan Stanley Funds

 

Motley Fool Funds

 

Muhlenkamp Fund

Nationwide Funds

 

Natixis Funds

 

Needham Funds

 

Neuberger Berman Funds

 

Northern Funds

 

 

Oak Funds

 

Oakmark Funds

 

Olstein Funds

 

Osterweis Funds

Pacific Life Funds

 

Parnassus Funds

 

Pax World Funds

 

Permanent Funds

 

PIMCO Funds

 

Pioneer Funds

 

Primecap Odyssey Funds

 

Principal Funds

 

Prudential Funds

 

Putnam Funds

Quaker Funds

Riverpark Funds

 

RMB Funds

 

Royce Funds

 

Russell Funds

Salient Funds

 

Saratoga Funds

 

Schwab Funds

 

Segall Bryant & Hamill Funds

 

SEI Funds

 

Selected Funds

 

Snow Funds

 

Soundshore Funds

 

SSGA Funds

 

Stadion Funds

 

Sterling Capital Funds

 

Stifel Funds

 

SunAmerica Funds

T Rowe Price Funds

 

TCW Funds

 

The Arbitrage Funds

 

The Fairholme Funds

 

The New Alternatives Funds

 

Third Avenue Funds

 

Thompson IM Funds

 

Thornburg Funds

 

TIAA Cref Funds

 

Timothy Plan Funds

 

Tocqueville Funds

 

Tortoise Funds

 

Touchstone Funds

 

Transamerican Funds

 

Tweedy Browne Funds

UBS Funds

 

USA Mutuals FUnds

 

U>S> Global Investors Funds

Value Line Funds

 

Van Eck Funds

 

Vanguard Funds

 

Victory Funds

 

Victory USAA Funds

 

Virtus Funds

 

Voya Funds

Wasatch Funds

 

WCM Funds

 

Weitz Funds

 

Wells Fargo Advantage Fund

 

Willian Blair Funds

Investments in mutual funds involve risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results. Investment return and principal value of an investment will fluctuate; investor's shares, when redeemed, may be worth more or less than their original cost. You should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. A prospectus contains this and other information about the mutual fund. Read the prospectus pertaining to the investment company's mutual fund you are considering carefully before investing.

KeyBank and its affiliated entities do not give tax or legal advice. The comments regarding the law and tax treatment in this material simply reflect current interpretations of such laws. Since laws are always subject to interpretation and possible changes, KeyBank and its affiliates strongly recommend that you seek the counsel of an attorney and/or other qualified tax advisor as to the specific legal and tax consequences of all planning concepts as they apply to the facts of your particular situation.

Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor.

Investment products made available through KIS are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

KIS and KeyBank are separate entities, and when you buy or sell securities you are doing business with KIS and not KeyBank.

KIS and its representatives do not provide tax advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.

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Call Us

1-888-KIS2YOU

Clients using a TDD/TTY device:
1-800-539-8336

Clients using a relay service:
1-866-821-9126

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Schedule an Appointment

Talk to a Branch Manager in your neighborhood.

Schedule an appointment now