The Sentinel HSA is a simple way to create a smart HSA investment strategy. Initial funds will be allocated to the HSA default fund, the HCB Interest Bearing Account. Once the account balance exceeds $2,000, account holders may allocate HSA funds to other investment options. We offer a choice of select investment options providing a broad range of investment strategies. Any earnings on HSA investments are automatically reinvested and grow tax free.
To manage investments, account holders can log into their Sentinel HSA account online and choose Manage Investments from the I Want To… menu. In order to direct funds in excess of $2,000 to move into the investment options set up, an investment sweep amount must first be defined. This can be accomplished by choosing Accounts and selecting Investments. Select Setup Investment Transfers, check the Define Investment Sweep Amount checkbox and set the amount. Hit Save and after that point any contributions in excess of the threshold will sweep into the designated investment options.
HSA Investment Options
Investment | Ticker Symbol |
| HCB INTEREST BEARING ACCOUNT | N/A |
| VANGUARD SHORT-TERM BOND INDEX FUND (ADM) | VBIRX |
| VANGUARD TOTAL BOND MARKET INDEX FUND (ADM) | VBTLX |
| VANGUARD 500 INDEX FUND (ADM) | VFIAX |
| VANGUARD MID-CAP INDEX FUND (ADM) | VIMAX |
| VANGUARD SMALL-CAP INDEX FUND (ADM) | VSMAX |
| VANGUARD TOTAL INTL. STOCK INDEX FUND (ADM) | VTIAX |
| VANGUARD EMERGING MKT. STOCK INDEX FUND (ADM) | VEMAX |
| PRUDENTIAL TOTAL RETURN BOND FUND (Z) | PDBZX |
| HARTFORD CORE EQUITY FUND (A) | HAIAX |
| PRUDENTIAL JENNISON GROWTH FUND (Z) | PJFZX |
| HARTFORD INTL. OPPORTUNITIES FUND (A) | IHOAX |
| PRUDENTIAL BALANCED FUND (Z) | PABFX |
