If you have a Definity HSA, you may invest a portion of your HSA dollars in well-established mutual funds covering a diverse set of asset classes.
The table below lists the investment options available as part of the standard Definity HSA. Your actual investment options may vary depending on your specific HSA plan.
| Fund Name |
Ticker Symbol |
Brief Description |
| Thornburg Value |
TVAFX |
Large Cap Value |
| John Hancock Large Equity |
TAGRX |
Large Cap Growth |
| Munder Mid-Cap Core Growth |
MGOAX |
Mid Cap |
| Keeley Small Cap |
KSCVX |
Small Cap |
| American Funds Capital World |
CWGFX |
International |
| Mainstay S&P 500 Index |
MSXAX |
Index |
| PIMCO Real Return Fund |
PRTNX |
Fixed Income |
| John Hancock High Yield |
JHHBX |
Fixed Income |
| Goldman Sachs Growth Strategy |
GGSAX |
Lifestyle |
| Goldman Sachs Growth and Income Strategy |
GOIAX |
Lifestyle |
| Goldman Sachs Balanced Strategy |
GIPAX |
Lifestyle |
| JP Morgan Money Market |
VPMXX |
Money Market |
Note: Any investments made in these mutual funds are not FDIC-insured, are not guaranteed by OptumHealth Bank and may lose value. Consumers invest at their own risk. Fund ratings represent past performance and are not a guarantee of future results. Investment returns and principal value will fluctuate and investor’s shares, when sold, may be worth more or less than their original cost.
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You must maintain a minimum available balance in your HSA that exceeds your investment threshold before you can make investments. Investments can be made in $100 increments. Refer to your schedule of fees in order to determine the investment threshold that applies to your account.
Withdrawals for HSA-eligible health care claims will only be made against your Definity HSA. Assets invested in mutual funds will not be used to cover HSA claims unless you first liquidate the investment and transfer the proceeds from such sale into your Definity HSA.
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