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HealthSavings offers a robust list of 43 Vanguard® and Dimensional funds with institutional class shares, 75% lower average expense ratios, and all core asset classes.
Ticker | Description | Category | Category Group | Expense Ratio | Management | Morningstar Rating | Morningstar Medal | Fund Prospectuses |
---|---|---|---|---|---|---|---|---|
VFIAX | Vanguard 500 Index Fund Admiral Shares | Large Blend | U.S. Equity | 0.04% | Passive | 5 | Gold | Prospectus |
VBIAX | Vanguard Balanced Index Fund Admiral | Allocation--50% to 70% Equity | Allocation | 0.07% | Passive | 5 | Silver | Prospectus |
VTMGX | Vanguard Developed Markets Index Fund Series (I) | Foreign Large Blend | International Equity | 0.07% | Passive | 4 | Gold | Prospectus |
VEXAX | Vanguard Extended Market Index Fund Admiral Shares | Mid-Cap Blend | U.S. Equity | 0.07% | Passive | 4 | Gold | Prospectus |
VFIJX | Vanguard GNMA Fund Admiral Shares | Intermediate Government | Taxable Bond | 0.11% | Active | 4 | Silver | Prospectus |
VWILX | Vanguard International Growth Fund Admiral Shares | Foreign Large Growth | International Equity | 0.32% | Active | 5 | Silver | Prospectus |
VSCGX | Vanguard LifeStrategy Conservative Growth Fund | Allocation--30% to 50% Equity | Allocation | 0.12% | Passive | 5 | Gold | Prospectus |
VASGX | Vanguard LifeStrategy Growth Fund | Allocation--70% to 85% Equity | Allocation | 0.14% | Passive | 4 | Gold | Prospectus |
VASIX | Vanguard LifeStrategy Income Fund | Allocation--15% to 30% Equity | Allocation | 0.11% | Passive | 5 | Gold | Prospectus |
VSMGX | Vanguard LifeStrategy Moderate Growth Fund | Allocation--50% to 70% Equity | Allocation | 0.13% | Passive | 4 | Gold | Prospectus |
VMGMX | Vanguard Mid Cap Growth Index Admiral | Mid-Cap Growth | U.S. Equity | 0.07% | Passive | 3 | Gold | Prospectus |
VMVAX | Vanguard Mid Cap Value Index Admiral | Mid-Cap Value | U.S. Equity | 0.07% | Passive | 4 | Gold | Prospectus |
VMGRX | Vanguard Mid-Cap Growth Fund | Mid-Cap Growth | U.S. Equity | 0.36% | Active | 3 | Bronze | Prospectus |
VIMAX | Vanguard Mid-Cap Index Fund Admiral Shares | Mid-Cap Blend | U.S. Equity | 0.05% | Passive | 5 | Gold | Prospectus |
VFSUX | Vanguard Short-Term Investment-Grade Adm | Short-Term Bond | Taxable Bond | 0.10% | Active | 4 | Bronze | Prospectus |
VSIAX | Vanguard Small Cap Value Index Admiral | Small Value | U.S. Equity | 0.07% | Passive | 4 | Gold | Prospectus |
VSMAX | Vanguard Small-Cap Index Fund Admiral Shares | Small Blend | U.S. Equity | 0.05% | Passive | 5 | Gold | Prospectus |
VGSTX | Vanguard STAR Fund | Allocation--50% to 70% Equity | Allocation | 0.31% | Active | 4 | Silver | Prospectus |
VSEQX | Vanguard Strategic Equity Fund | Mid-Cap Blend | U.S. Equity | 0.17% | Active | 3 | Bronze | Prospectus |
VBTLX | Vanguard Total Bond Market Index Admiral Shares | Intermediate-Term Bond | Taxable Bond | 0.05% | Passive | 4 | Silver | Prospectus |
VTIAX | Vanguard Total International Stock Index Fund Admiral Shares | Foreign Large Blend | International Equity | 0.11% | Passive | 3 | Gold | Prospectus |
VTI | Vanguard Total Stock Market ETF | Large Blend | U.S. Equity | 0.03% | Passive | 4 | Gold | Prospectus |
VTSAX | Vanguard Total Stock Market Index Fund Admiral Shares | Large Blend | U.S. Equity | 0.04% | Passive | 4 | Gold | Prospectus |
VWNAX | Vanguard Windsor II Fund Admiral Shares | Large Value | U.S. Equity | 0.26% | Active | 4 | Bronze | Prospectus |
VMRXX | Vanguard Cash Reserves Federal Money Market Fund Admiral Shares | Taxable Money Market | Money Market | 0.10% | Active | N/A | N/A | Prospectus |
VTTHX | Vanguard Target Retirement 2035 Inv | Target-Date 2035 | Allocation | 0.14% | Passive | 4 | Silver | Prospectus |
VFORX | Vanguard Target Retirement 2040 Inv | Target-Date 2040 | Allocation | 0.14% | Passive | 4 | Silver | Prospectus |
VTIVX | Vanguard Target Retirement 2045 Inv | Target-Date 2045 | Allocation | 0.15% | Passive | 4 | Silver | Prospectus |
VFIFX | Vanguard Target Retirement 2050 Inv | Target-Date 2050 | Allocation | 0.15% | Passive | 4 | Silver | Prospectus |
VFFVX | Vanguard Target Retirement 2055 Inv | Target-Date 2055 | Allocation | 0.15% | Passive | 4 | Silver | Prospectus |
VTTSX | Vanguard Target Retirement 2060 Inv | Target-Date 2060+ | Allocation | 0.15% | Passive | 4 | Silver | Prospectus |
VLXVX | Vanguard Target Retirement 2065 Inv | Target-Date 2060+ | Allocation | 0.15% | Passive | N/A | Silver | Prospectus |
DFCEX | DFA Emerging Markets Core Equity Portfolio Institutional Class | Diversified Emerging Mkts | International Equity | 0.48% | Active | 3 | Silver | Prospectus |
DFGBX | DFA Five-Year Global Fixed Income Portfolio | World Bond | Taxable Bond | 0.26% | Active | 2 | N/A | Prospectus |
DGTSX | DFA Global Allocation 25/75 Portfolio | Allocation--15% to 30% Equity | Allocation | 0.24% | Active | 3 | N/A | Prospectus |
DGEIX | DFA Global Equity Portfolio | World Large Stock | International Equity | 0.28% | Active | 3 | Silver | Prospectus |
DFIEX | DFA International Core Equity Portfolio Institutional Class | Foreign Large Blend | International Equity | 0.28% | Active | 3 | Bronze | Prospectus |
DFAPX | DFA Investment Grade Portfolio Institutional Class Shares | Intermediate-Term Bond | Taxable Bond | 0.22% | Active | 5 | N/A | Prospectus |
DFEQX | DFA Short-Term Extended Quality Portfolio Institutional Class | Short-Term Bond | Taxable Bond | 0.22% | Active | 4 | N/A | Prospectus |
DFEOX | DFA US Core Equity 1 Portfolio | Large Blend | U.S. Equity | 0.17% | Active | 3 | Silver | Prospectus |
DFGEX | Global Real Estate Securities Portfolio | Global Real Estate | Sector Equity | 0.24% | Active | 4 | N/A | Prospectus |
DIPSX | Inflation-Protected Securities | Inflation-Protected Bond | Taxable Bond | 0.11% | Active | 5 | N/A | Prospectus |
DTDRX | Dimensional 2065 Target Date Retirement Income Fund | Target-Date 2060+ | Allocation | 0.26% | Active | N/A | N/A | Prospectus |