Product Enhancement: New Browser-Based Fund Performance Worksheets

  • June 20, 2017

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:

Fund Details Example

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:

Please explore our browser-based mutual fund performance update demo by clicking the following link: Browser-based Mutual Fund Performance Update Demo.

We are excited to hear your feedback and we look forward to implementing additional enhancements in the future!

If you are an existing client and you have any questions about the browser-based mutual fund performance updates or the best way for your team to utilize this exciting enhancement, please contact our HSA team Monday through Friday from 8.00 to 6.00 PM CT at (952) 446-7400. We can also be reached via email at hsa@devenir.com.