The Optum Bank portfolio offers a diverse set of mutual funds
Including:
- 17 Vanguard funds
- Five target date funds
- Three lifestyle funds
Mutual funds average a 4-star Morningstar rating and represent some of the lowest expense ratios in the industry.
Mutual fund lineup
Investments are not FDIC insured, are not guaranteed by Optum Bank® and may lose value.
Health savings accounts (HSAs) are individual accounts offered or administered by Optum Bank®, Member FDIC, and are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. States taxes may apply. Fees may reduce earnings on account. This communication is not intended as investment, legal or tax advice. Federal and state laws and regulations are subject to change.
Mutual fund investment options are made available through the services of an independent investment advisor, a registered broker-dealer. Orders are accepted to effect transactions in securities only as an accommodation to HSA owners.
Optum Bank is not a broker-dealer or registered investment advisor and does not provide nvestment advice or research concerning securities, make recommendations concerning securities, or otherwise solicit securities transactions.
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