Product Enhancement: New Browser-Based Fund Performance Worksheets
In keeping with our commitment to continued innovation, Devenir is excited to announce the introduction of browser-based mutual fund performance updates! Along with this enhancement, Devenir will be moving from quarterly to monthly fund performance updates for the browser-based format. These changes represent the first steps towards our longer-term initiative to improve the resources available to accountholders as they make informed decisions about the mutual fund options available through their self-directed HSA investment accounts.
The new browser-based format encourages greater interactivity and accountholder engagement than the static PDF worksheets they are intended to replace.
Our browser-based mutual fund performance updates are sortable by name, ticker, asset class, and expense ratio, as well as annualized returns at YTD, 1-year, 3-year, 5-year, 10-year, and “since inception” intervals. Resource Links are provided to each fund’s prospectus, fact sheet, and Morningstar® page.
In addition, accountholders are provided access to each fund’s Morningstar® rating and fee information:
Accountholders who wish to obtain a hard copy of the mutual fund performance update for their plan may do so by clicking the “view printer friendly version” link: