This document shows the different mutual funds you can invest in through your Health Savings Account (HSA) once you meet a minimum balance. It lists each fund’s name, type (like large-cap, small-cap, or international), past performance over 1, 5, and 10 years, and the expense ratio (which is the annual cost of investing in that fund). These funds are available for self-directed investing, meaning you choose where to put your money based on your goals and comfort with risk.
The second part of the document shows model portfolios, which are pre-set mixes of funds designed for different risk levels – from conservative to aggressive. Each model includes a percentage breakdown of how much goes into each fund. It also includes important notes, like how past performance doesn’t guarantee future results, and that these investments are not FDIC insured. DataPath Financial Services doesn’t give personal investment advice, so it’s up to you to read the fund details and decide what’s best for your situation.