Search News Posts

Investor Focus HSA Fund 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
DFCEXDFA Emerging Markets Core Equity Portfolio Institutional ClassDiversified Emerging MktsInternational Equity0.53Active4SilverProspectus
DFGBXDFA Five-Year Global Fixed Income PortfolioWorld BondTaxable Bond0.27Active3BronzeProspectus
DGTSXDFA Global Allocation 25/75 PortfolioAllocation--15% to 30% EquityAllocation0.26Active3N/AProspectus
DGEIXDFA Global Equity PortfolioWorld Large StockInternational Equity0.3

Active4SilverProspectus
DFIEXDFA International Core Equity Portfolio Institutional ClassForeign Large BlendInternational Equity0.3Active5BronzeProspectus
DFAPXDFA Investment Grade Portfolio Institutional Class SharesIntermediate-Term BondTaxable Bond0.22Active3N/AProspectus
DFEQXDFA Short-Term Extended Quality Portfolio Institutional ClassShort-Term BondTaxable Bond0.22Active4N/AProspectus
DFEOXDFA US Core Equity 1 PortfolioLarge BlendU.S. Equity0.19Active4SilverProspectus
DFGEXGlobal Real Estate Securities PortfolioGlobal Real EstateSector Equity0.24Active4N/AProspectus
DIPSXInflation-Protected SecuritiesInflation-Protected BondTaxable Bond0.12Active4N/AProspectus
VFIAXVanguard 500 Index Fund Admiral SharesLarge BlendU.S. Equity0.04Passive5GoldProspectus
VBIAXVanguard Balanced Index Fund AdmiralAllocation--50% to 70% EquityAllocation0.07Passive5GoldProspectus
VTMGXVanguard Developed Markets Index Fund Series (I)Foreign Large BlendInternational Equity0.07Passive4SilverProspectus
VEXAXVanguard Extended Market Index Fund Admiral SharesMid-Cap BlendU.S. Equity0.08Passive4GoldProspectus
VFIJXVanguard GNMA Fund Admiral SharesIntermediate GovernmentTaxable Bond0.11Active5GoldProspectus
VWILXVanguard International Growth Fund Admiral SharesForeign Large GrowthInternational Equity0.32Active5SilverProspectus
VSCGXVanguard LifeStrategy Conservative Growth FundAllocation--30% to 50% EquityAllocation0.12Passive4GoldProspectus
VASGXVanguard LifeStrategy Growth FundAllocation--70% to 85% EquityAllocation0.14Passive4GoldProspectus
VASIXVanguard LifeStrategy Income FundAllocation--15% to 30% EquityAllocation0.11Passive3Gold
Prospectus
VSMGXVanguard LifeStrategy Moderate Growth FundAllocation--50% to 70% EquityAllocation0.13Passive4GoldProspectus
VMGMXVanguard Mid Cap Growth Index AdmiralMid-Cap GrowthU.S. Equity0.07Passive3SilverProspectus
VMVAXVanguard Mid Cap Value Index AdmiralMid-Cap ValueU.S. Equity0.07Passive4SilverProspectus
VMGRXVanguard Mid-Cap Growth FundMid-Cap GrowthU.S. Equity0.36Active3Bronze Prospectus
VIMAXVanguard Mid-Cap Index Fund Admiral SharesMid-Cap BlendU.S. Equity0.05Passive4GoldProspectus
VMMXXVanguard Prime Money MarketPrime Money MarketMoney Market0.16ActiveN/AN/AProspectus
VFSUXVanguard Short-Term Investment-Grade AdmShort-Term BondTaxable Bond0.1Active4BronzeProspectus
VSIAXVanguard Small Cap Value Index AdmiralSmall ValueU.S. Equity0.07Passive5SilverProspectus
VSMAXVanguard Small-Cap Index Fund Admiral SharesSmall BlendU.S. Equity0.05Passive4GoldProspectus
VGSTXVanguard STAR FundAllocation--50% to 70% EquityAllocation0.31Active4SilverProspectus
VSEQXVanguard Strategic Equity FundMid-Cap BlendU.S. Equity0.17Active4SilverProspectus
VBTLXVanguard Total Bond Market Index Admiral SharesIntermediate-Term BondTaxable Bond0.05Passive3SilverProspectus
VTIAXVanguard Total International Stock Index Fund Admiral SharesForeign Large BlendInternational Equity0.11Passive4GoldProspectus
VTIVanguard Total Stock Market ETFLarge BlendU.S. Equity0.04Passive4GoldProspectus
VTSAXVanguard Total Stock Market Index Fund Admiral SharesLarge BlendU.S. Equity0.04Passive4GoldProspectus
VWNAXVanguard Windsor II Fund Admiral SharesLarge ValueU.S. Equity0.25Active3N/AProspectus
VTTHXVanguard Target Retirement 2035 InvTarget-Date 2035Allocation0.14Passive4GoldProspectus
VFORXVanguard Target Retirement 2040 InvTarget-Date 2040Allocation0.14Passive4GoldProspectus
VTIVXVanguard Target Retirement 2045 InvTarget-Date 2045Allocation0.15Passive4GoldProspectus
VFIFXVanguard Target Retirement 2050 InvTarget-Date 2050Allocation0.15Passive4GoldProspectus
VFFVX Vanguard Target Retirement 2055 InvTarget-Date 2055Allocation0.15Passive4GoldProspectus
VTTSXVanguard Target Retirement 2060 InvTarget-Date 2060+Allocation0.15Passive3GoldProspectus
VLXVXVanguard Target Retirement 2065 InvTarget-Date 2060+Allocation0.15PassiveN/AGoldProspectus