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:*

Health Savings Account mutual fund options

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, 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.