A Comprehensive List of Mutual Funds for HSA Investing
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:
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.
