HSA 投資， 選哪個mutual fund好？
fee 1 year 5 year 10 year Life
VWIAX
VANGUARD WELLESLEY INCOME ADMIRAL
CONSERVATIVE ALLOCATION 0.16% Yes -5.07% 5.43% 6.16% 6.64%
VFTAX
VANGUARD FTSE SOCIAL INDEX ADMIRAL
LARGE BLEND 0.14% No -9.45% 13.13% 14.92% 14.74%
VTABX
VANGUARD TOTAL INTL BD IDX ADMIRAL
GLOBAL BOND-USD HEDGED 0.11% No -8.42% 1.42% N/A 2.41%
VMIAX
VANGUARD MATERIALS INDEX ADMIRAL
NATURAL RESOURCES 0.1% No -4.86% 8.82% 10.47% 8.8%
VGSNX
VANGUARD REAL ESTATE INDEX INSTITUTIONAL
REAL ESTATE 0.1% No -4.35% 7.23% 8.19% 8.97%
VEMIX
VANGUARD EMERGING MKTS STOCK IDX INSTL
DIVERSIFIED EMERGING MKTS 0.1% No -16.56% 1.89% 3.11% 6.49%
VTHRX
VANGUARD TARGET RETIREMENT 2030 FUND
TARGET-DATE 2030 0.08% Yes -9.94% 6.23% 8.15% 6.5%
VTTHX
VANGUARD TARGET RETIREMENT 2035 FUND
TARGET-DATE 2035 0.08% Yes -10.06% 6.73% 8.78% 7.26%
VTWNX
VANGUARD TARGET RETIREMENT 2020 FUND
TARGET-DATE 2020 0.08% Yes -8.52% 5.25% 6.86% 5.99%
VTINX
VANGUARD TARGET RETIREMENT INCOME FUND
TARGET-DATE RETIREMENT 0.08% Yes -7.62% 3.92% 4.39% 4.95%
VTTVX
VANGUARD TARGET RETIREMENT 2025 FUND
TARGET-DATE 2025 0.08% Yes -9.56% 5.75% 7.53% 6.54%
VFORX
VANGUARD TARGET RETIREMENT 2040 FUND
TARGET-DATE 2040 0.08% Yes -10.19% 7.22% 9.28% 7.07%
VTIVX
VANGUARD TARGET RETIREMENT 2045 FUND
TARGET-DATE 2045 0.08% Yes -10.35% 7.66% 9.56% 7.83%
VFIFX
VANGUARD TARGET RETIREMENT 2050 FUND
TARGET-DATE 2050 0.08% Yes -10.41% 7.69% 9.57% 7.27%
VFFVX
VANGUARD TARGET RETIREMENT 2055 FUND
TARGET DATE 2051+ 0.08% Yes -10.39% 7.68% 9.55% 9.7%
VTTSX
VANGUARD TARGET RETIREMENT 2060 FUND
TARGET-DATE 2060 0.08% Yes -10.41% 7.68% 9.55% 9.4%
VLXVX
VANGUARD TARGET RETIREMENT 2065 FUND
TARGET-DATE 2065+ 0.08% Yes -10.34% 7.67% N/A 7.91%
VTPSX
VANGUARD TOTAL INTL STOCK IDX INSTLPLS
FOREIGN LARGE BLEND 0.07% No -14.84% 2.8% 5.54% 4.41%
VIPIX
VANGUARD INFLATION-PROTECTED SECS I
INFLATION-PROTECTED BOND 0.07% Yes -3.4% 3.91% 1.92% 4%
VMVAX
VANGUARD MID-CAP VALUE INDEX ADMIRAL
MID-CAP VALUE 0.07% No 0.66% 8.33% 12.05% 12.69%
VBIRX
VANGUARD SHORT-TERM BOND INDEX ADM
SHORT-TERM BOND 0.07% No -4.66% 1.15% 1.15% 2.55%
VSIAX
VANGUARD SMALL CAP VALUE INDEX ADMIRAL
SMALL VALUE 0.07% No -1.83% 7.95% 11.57% 12.42%
VTAPX
VANGUARD SHRT-TERM INFL-PROT SEC IDX ADM
INFLATION-PROTECTED BOND 0.06% No 1.51% 3.24% N/A 1.72%
VSMAX
VANGUARD SMALL CAP INDEX ADM
SMALL BLEND 0.05% No -11.1% 8.81% 11.65% 9.04%
VVIAX
VANGUARD VALUE INDEX ADM
LARGE VALUE 0.05% No 2.21% 9.99% 12.2% 7.09%
VEMPX
VANGUARD EXTENDED MARKET INDEX INSTLPLUS
MID-CAP GROWTH 0.04% No -21.77% 8.31% 11.5% 9.99%
VIGIX
VANGUARD GROWTH INDEX INSTITUTIONAL
LARGE GROWTH 0.04% No -14.42% 15.15% 15.15% 8.08%
VBMPX
VANGUARD TOTAL BOND MARKET IDX INSTLPLS
INTERMEDIATE-TERM BOND 0.03% No -9.4% 1.25% 1.6% 2.58%
VIIIX
VANGUARD INST INDEX INSTL PLUS
LARGE BLEND 0.02% No -4.67% 12.82% 13.79% 8.24%
