(56k) Learn About Employer Savings
Mutual Funds
In addition to allowing employees to save for current and future health care expenses, a Health Savings Account (HSA) from SHDR provides employees an opportunity to maximize earnings potential through investments. When an HSA balance reaches a predetermined amount, account holders may sweep excess funds into one or more mutual fund options including:*
Health Savings Account Mutual Funds
- Aim International Growth (AIIEX)
- Aim Mid Cap Core Equity (ATGAX)
- AllianceBernstein International Value (ABIAX)
- American Funds EuroPacific Growth (AEGRX)
- American Funds Growth Fund of America (GFAFX)
- Aston/Optimum Mid Cap (CHTTX)
- BB&T Capital Manager Conservative Growth (BCGAX)
- BB&T Capital Manager Equity Fund (BCAAX)
- BB&T Capital Manager Moderate Growth (BAMGX)
- BB&T Mid Cap Growth Fund (OVCBX)
- BB&T Mid Cap Value (OVEAX)
- BB&T Prime Money Market (BBAXX)
- BB&T Short U.S. Government Fund (BSGAX)
- Calamos Growth (CVGRX)
- Davis NY Venture (NYVTX)
- Dreyfus Small Cap Stock Index (DISSX)
- Eaton Vance Large Cap Value (EHSTX)
- Federated Kaufmann Small Cap (FKASX)
- Goldman Sachs Growth Opportunities (GGOAX)
- Goldman Sachs High Yield (GSHAX)
- Goldman Sachs Mid Cap Value (GCMAX)
- Keeley Small Cap Value (KSCVX)
- MFS Total Return (MSFRX)
- MFS Value (MEIAX)
- Northern Small Cap Value (NOSGX)
- Oppenheimer Strategic Income (OPSIX)
- PIMCO Low Duration (PTLAX)
- PIMCO Total Return (PTTAX)
- Royce Value Plus (RYVPX)
- Sterling Capital Small Cap Value Fund (SPSAX)
Note:
Sales charges are waived for funds held in a custodial account. As such, the purchase of fund shares through the SHDR Health Savings Account (HSA) feature are exempt from sales charges (no load). You may find additional details on each fund option by visiting the fund prospectus by clicking on the individual fund links above.
* Past performance of mutual funds, annuities, and other investments does not guarantee future results. An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. Please read the prospectus carefully before investing. Mutual funds, annuities, and other investments are:
- Not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States Government, Branch Banking and Trust Company, or any affiliate;
- Not deposits or other obligations of Branch Banking and Trust Company or any affiliate;
- Subject to investment risks, including possible loss of the principal amount invested.