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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 you can select as an investment through your KIS HSA.

A

AB Funds

Aberdeen Funds

Adirondack Funds

Advisors Inner Circle Funds

Aegis Funds

Akre Funds

Alger Funds

Allianz Funds

Alps Series Trust Funds

Amana Funds

American Beacon Funds

American Century Funds

American Funds

AMG Funds

Appleseed Funds

AQR Funds

Aquila Funds

Ariel Funds

B

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

C

Calamos Funds

Calvert Funds

Carillon Funds

Catalyst Funds

Causeway Funds

Centre Funds

Cohen & Steers Funds

Colorado Bond Shares

Columbia Funds

Congress Funds

Credit Suisse Funds

CRM Funds

Cullen Funds

D

Davis Funds

Dean Funds

Delaware Funds

Diamond Hill Funds

Dimensional Funds

Dodge & Cox Funds

Domini Social Funds

Doubleline Funds

Driehaus Funds

Dunham Funds

DWS Funds

E

Eaton Vance Funds

Elfun Funds

Emerald Funds

Eventide Funds

F

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

G

Gabelli Funds

Goldman Sachs Funds

Good Harbor Funds

Grant Park Funds

Greenspring Funds

Guggenheim Funds

H

Hancock Horizon Funds

Harbor Funds

Harding Loevner Funds

Hartford Funds

Heartland Funds

Hennessy Funds

Highland Funds

Hodges Funds

Hotchkis & Wiley Funds

HSBC Investor Funds

I

Icon Funds

Integrity Funds

Invesco AIM Money Market Funds

Invesco Funds

Investment Managers Series

Iron Strategic Funds

IVA Funds

IVY Funds

J

Janus Funds

JOHCM Funds

John Hancock Funds

JPMorgan Funds

K

Kinetics Funds

L

Lazard Funds

Leaders Funds

Legg Mason Funds

Litman Gregory Funds

Longleaf Partners Funds

Lord Abbett Funds

M

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

N

Nationwide Funds

Natixis Funds

Needham Funds

Neuberger Berman Funds

Northern Funds

Nuveen Funds

O

Oak Funds

Oakmark Funds

Osterweis Funds

P

Pacific Life Funds

Parnassus Funds

Pax World Funds

Permanent Funds

PIMCO Funds

Pioneer Funds

Primecap Odyssey Funds

Principal Funds

Prudential Funds

Putnam Funds

Q

Quaker Funds

R

Riverpark Funds

RMB Funds

Royce Funds

Russell Funds

S

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

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

Transamerica Funds

Tweedy Browne Funds

U

UBS Funds

USA Mutuals Funds

U.S. Global Investors Funds

V

Value Line Funds

Van Eck Funds

Vanguard Funds

Victory Funds

Victory USAA Funds

Virtus Funds

Voya Funds

W

Wasatch Funds

WCM Funds

Weitz Funds

Wells Fargo Advantage Fund

William 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 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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1-800-539-8336

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