A fund prospectus is a legal document required by the Securities and Exchange Commission (SEC) that provides details about an investment fund, such as its objectives, risks, performance history, fees, and expenses.
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It helps you make an informed decision by showing how the fund operates.
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Prospectuses are available for mutual funds and exchange-traded funds (ETFs).
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You can access the prospectus directly through your investment provider’s website (Charles Schwab or Devenir) once you’ve opened your HSA investment account.
Reviewing a prospectus is an important step in understanding whether a specific fund fits your goals and risk tolerance. Be sure to consult with a financial planning and/or tax professional as needed to understand your options.
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