HealthSecure HRA
Investments
Investment Fund Overview
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You can invest your HRA assets among any of the available investment funds, and you can change your investment allocation(s) as often as once per calendar month. The Investment Fund Overview contains historical performance data for each of the available investment funds. The Investment Fund Overview is updated quarterly.
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Fact Sheets
The fact sheet for each fund contains more detailed performance and other information. Generally, fund fact sheets are updated quarterly. Click a fund link below to open its fact sheet.
Columbia U.S. Treasury Index Institutional
Vanguard LifeStrategy Growth Investor
Vanguard LifeStrategy Conservative Growth Investor
Vanguard Developed Markets Index Admiral
Vanguard Mid-Cap Index Admiral
Vanguard Mid-Cap Growth Investor
Vanguard Small-Cap Growth Index Admiral
Vanguard Small-Cap Value Index Admiral
Prospectuses
Prospectuses are available at each fund’s respective web page. Click a fund link below to open its prospectus.
Columbia U.S. Treasury Index Institutional
Vanguard LifeStrategy Growth Investor
Vanguard LifeStrategy Conservative Growth Investor
Vanguard Developed Markets Index Admiral
Vanguard Mid-Cap Index Admiral
Vanguard Mid-Cap Growth Investor
Vanguard Small-Cap Growth Index Admiral
Vanguard Small-Cap Value Index Admiral
Investment Changes
To submit an investment change, log in and click Investments, or submit an Investment Change form. Forms are available after logging in or upon request from our customer care center.
You can change your investment allocation up to once per calendar month. You should consult with your personal financial advisor before making investment decisions.
Rebalancing
Over time, some of your investment fund selections may grow more quickly than others; some may even lose value. This may cause your portfolio to become out of alignment with your original allocation percentages. Rebalancing periodically redistributes your entire account balance according to your most recent investment allocation on file. Rebalancing aids in maintaining the level of risk you are willing to take and helps you achieve the goals and objectives of your asset allocation strategy.
Rebalancing at the end of each calendar quarter or calendar year is optional. To manage your rebalance setting, log in and click Investments.