Forumsee logo
Forumsee » Finance and investment » Stocks and Funds » Read message
RSS: Subscribe to RSS

Investing in HSA Help

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
Hello Group! Hoping to pick your brains on the below! Thanks in advance!

Age: 27

Debt: None

HSA: $2225.31 (w/ $1,000 reserve)

Fees: $2.90 per month to use investment platform

Individual Mutual Funds: No Fee

Managed Advisory Allocations: Charged Advisory Fee

12b-1 Fee

Available Mutual Funds Available:

•American Century Aggressive Alloc (AAAIX)

•American Century Heritage (ATHIX)

•American The New Economy Fund CL F2 (NEFFX)

•Calvert Short Duration (CDSIX)

•Fidelity Institutional Money Market Funds Govt. Portfolio (FRGXX)

•Fidelity Advisor Small Cap CL (FSCIX)

•Mutual Series Global Discovery Class Z (MDISX)

•Templeton Global Bond and Advisor Class (TGBAX)

•Gabelli Asset Fun (GABIX)

•Goldman Sachs Short Duration Govt Instl (GSTGX)

•Hotchks and Wiley Value OPP Class I (HWAIX)

•IVY Asset Strategy Fund CL I (IVAEX)

•Ivy High Income Class I (IVHIX)

•MFS Aggressive Growth Allocation (MIAGX)

•MFS Conservative Allocation CL I (MACIX)

•MFG International Value FD CL I (MINIX)

•MFS Moderate Allocation (MMAIX)

•Oppenheimer Developing Markets (ODVIX)

•PIMCO Investment Grade Corp BD (PIGIX)

•PIMCO Sotcksplus Intl (PISIX)

•PIMCO Stocksplus Small Fun (PSCSX)

•T Rowe Price Real Estate Fund ADV (TIRGX)

•Vanguard Mid Cap Index Admiral Shs (VIMAX)

•Vanguard Small-cap index Admirl (VSMAX)

•Vanguard Total Stock Market Instl (VITSX)

•Vanguard Total Bond Market Index Admiral (VBTLX)

Goal: Comfortable retirement (I already max out my 401k and Roth and am working on investing in an Index fund) and making my dollars work for me.

Questions:

1.What fund(s) should I put my HSA money into?

2.Should I invest my HSA or leave it be?

3.Should I be worried about the fees associated?
Date: Jan 12, 2018   


Last videos:

one day before EthereumZero launch
one day before EthereumZero launch
What happens to SHA256 based cryptocurrencies when encription break takes no time?
What happens to SHA256 based cryptocurrencies when encription break takes no time?
Anaconda Mining
Anaconda Mining
silver to gold ratio reasoning
silver to gold ratio reasoning
DASH: Detailed Investor Report #4
DASH: Detailed Investor Report #4
Diversification is for idiots...
Diversification is for idiots...
SegWit2X - how to get; step by step guide
SegWit2X - how to get; step by step guide
Double Top/Bottom Indicator
Double Top/Bottom Indicator
Cars · 
Mobility · 
Hardware · 
Motorbikes · 
Travel · 
Boating · 
Aviation · 
About Forumsee · Contact · Privacy policy · Request content removal
production-frontend
We use cookies for navigation analysis and personalized advertisement. By using our site, you agree to our use of cookies.
Accept  ·  Learn more