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Carefully Curated Investment Lineup

HealthSavings offers a robust list of 42 Vanguard® and Dimensional funds with institutional class shares, 75% lower average expense ratios, and all core asset classes.

TickerDescriptionCategoryCategory GroupExpense RatioManagementMorningstar RatingMorningstar MedalFund Prospectuses
VFIAXVanguard 500 Index Fund Admiral SharesLarge BlendU.S. Equity0.04%Passive5GoldProspectus
VBIAXVanguard Balanced Index Fund AdmiralAllocation--50% to 70% EquityAllocation0.07%Passive5SilverProspectus
VTMGXVanguard Developed Markets Index Fund Series (I)Foreign Large BlendInternational Equity0.07%Passive4GoldProspectus
VEXAXVanguard Extended Market Index Fund Admiral SharesMid-Cap BlendU.S. Equity0.07%Passive4GoldProspectus
VFIJXVanguard GNMA Fund Admiral SharesIntermediate GovernmentTaxable Bond0.11%Active4SilverProspectus
VWILXVanguard International Growth Fund Admiral SharesForeign Large GrowthInternational Equity0.32%Active5SilverProspectus
VSCGXVanguard LifeStrategy Conservative Growth FundAllocation--30% to 50% EquityAllocation0.12%Passive5GoldProspectus
VASGXVanguard LifeStrategy Growth FundAllocation--70% to 85% EquityAllocation0.14%Passive4GoldProspectus
VASIXVanguard LifeStrategy Income FundAllocation--15% to 30% EquityAllocation0.11%Passive5GoldProspectus
VSMGXVanguard LifeStrategy Moderate Growth FundAllocation--50% to 70% EquityAllocation0.13%Passive4GoldProspectus
VMGMXVanguard Mid Cap Growth Index AdmiralMid-Cap GrowthU.S. Equity0.07%Passive3GoldProspectus
VMVAXVanguard Mid Cap Value Index AdmiralMid-Cap ValueU.S. Equity0.07%Passive4GoldProspectus
VMGRXVanguard Mid-Cap Growth FundMid-Cap GrowthU.S. Equity0.36%Active3Bronze Prospectus
VIMAXVanguard Mid-Cap Index Fund Admiral SharesMid-Cap BlendU.S. Equity0.05%Passive5GoldProspectus
VFSUXVanguard Short-Term Investment-Grade AdmShort-Term BondTaxable Bond0.10%Active4BronzeProspectus
VSIAXVanguard Small Cap Value Index AdmiralSmall ValueU.S. Equity0.07%Passive4GoldProspectus
VSMAXVanguard Small-Cap Index Fund Admiral SharesSmall BlendU.S. Equity0.05%Passive5GoldProspectus
VGSTXVanguard STAR FundAllocation--50% to 70% EquityAllocation0.31%Active4SilverProspectus
VSEQXVanguard Strategic Equity FundMid-Cap BlendU.S. Equity0.17%Active3BronzeProspectus
VBTLXVanguard Total Bond Market Index Admiral SharesIntermediate-Term BondTaxable Bond0.05%Passive4SilverProspectus
VTIAXVanguard Total International Stock Index Fund Admiral SharesForeign Large BlendInternational Equity0.11%Passive3GoldProspectus
VTIVanguard Total Stock Market ETFLarge BlendU.S. Equity0.03%Passive4GoldProspectus
VTSAXVanguard Total Stock Market Index Fund Admiral SharesLarge BlendU.S. Equity0.04%Passive4GoldProspectus
VWNAXVanguard Windsor II Fund Admiral SharesLarge ValueU.S. Equity0.26%Active4BronzeProspectus
VTTHXVanguard Target Retirement 2035 InvTarget-Date 2035Allocation0.14%Passive4SilverProspectus
VFORXVanguard Target Retirement 2040 InvTarget-Date 2040Allocation0.14%Passive4SilverProspectus
VTIVXVanguard Target Retirement 2045 InvTarget-Date 2045Allocation0.15%Passive4SilverProspectus
VFIFXVanguard Target Retirement 2050 InvTarget-Date 2050Allocation0.15%Passive4SilverProspectus
VFFVX Vanguard Target Retirement 2055 InvTarget-Date 2055Allocation0.15%Passive4SilverProspectus
VTTSXVanguard Target Retirement 2060 InvTarget-Date 2060+Allocation0.15%Passive4SilverProspectus
VLXVXVanguard Target Retirement 2065 InvTarget-Date 2060+Allocation0.15%PassiveN/ASilverProspectus
DFCEXDFA Emerging Markets Core Equity Portfolio Institutional ClassDiversified Emerging MktsInternational Equity0.48%Active3SilverProspectus
DFGBXDFA Five-Year Global Fixed Income PortfolioWorld BondTaxable Bond0.26%Active2N/AProspectus
DGTSXDFA Global Allocation 25/75 PortfolioAllocation--15% to 30% EquityAllocation0.24%Active3N/AProspectus
DGEIXDFA Global Equity PortfolioWorld Large StockInternational Equity0.28%Active3SilverProspectus
DFIEXDFA International Core Equity Portfolio Institutional ClassForeign Large BlendInternational Equity0.28%Active3BronzeProspectus
DFAPXDFA Investment Grade Portfolio Institutional Class SharesIntermediate-Term BondTaxable Bond0.22%Active5N/AProspectus
DFEQXDFA Short-Term Extended Quality Portfolio Institutional ClassShort-Term BondTaxable Bond0.22%Active4N/AProspectus
DFEOXDFA US Core Equity 1 PortfolioLarge BlendU.S. Equity0.17%Active3SilverProspectus
DFGEXGlobal Real Estate Securities PortfolioGlobal Real EstateSector Equity0.24%Active4N/AProspectus
DIPSXInflation-Protected SecuritiesInflation-Protected BondTaxable Bond0.11%Active5N/AProspectus
DTDRXDimensional 2065 Target Date Retirement Income FundTarget-Date 2060+Allocation0.26%ActiveN/AN/AProspectus

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