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.
A
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
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
Camelot 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
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
E
Eaton Vance Funds
Elfun Funds
Emerald Funds
Empiric 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
Glenmede
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
JAG Funds
Janus Funds
JOHCM Funds
John Hancock Funds
JPMorgan Funds
K
Kinetics Funds
L
Lazard Funds
Leaders Funds
Legg Mason Funds
Litman Gregory Funds
Locorr 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
Olstein 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