HealthEquity HSA

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Plus Shares	VEMPX	A--	U.S. Small Cap - Growth	20	0.06%
Vanguard Growth Index Fund Institutional Shares	VIGIX	C--	U.S. Large Cap - Growth	20	0.08%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares	VVIAX	C++	U.S. Mega Cap - Value	15	0.09%
Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	D++	U.S. Mid Cap - Value	18	0.09%
Vanguard Materials Index Fund Admiral Shares	VMIAX	D++	U.S. Mid Cap - Value	21	0.14%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	C++	U.S. Mega Cap - Value	5	0.18%
Specialty
Vanguard REIT Index Fund Institutional Shares	VGSNX	B++	U.S. Real Estate	18	0.08%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Plus Shares	VTPSX	D++	International Small Cap	14	0.1%
Vanguard Emerging Markets Stock Index Fund Institutional Shares	VEMIX	C	Emerging Markets	17	0.12%
Bonds
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	C-	U.S. Treasury - Short / Intermediate	1	0.1%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares	VTAPX	B+	U.S. Treasury - TIPS	2	0.1%
Vanguard Total International Bond Index Fund Admiral Shares	VTABX	C-	U.S. Treasury - Intermediate	2	0.2%
Vanguard Total Bond Market Index Fund Institutional Plus Shares	VBMPX	C-	Bond - Multi Sector	3	0.05%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information