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




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




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




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:


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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