X hits on this document

PDF document

Helpful Telephone Numbers and Links: - page 3 / 5

8 views

0 shares

0 downloads

0 comments

3 / 5

Bank of America – Health Savings Account Investment Options

Mutual Fund Options

Investment Objective

The fund aims to deliver long-term capital appreciation through an actively managed portfolio of attractively valued non-U.S. company stocks.

Fund Columbia Multi Advisor Intl (NIIAX)

Higher Risk/Return

The fund seeks to track the performance of a benchmark index that measures the investment return of a small-capitalization stocks.

Vanguard Small Cap Index (NAESX)

The fund aims to deliver long-term growth of capital through an actively managed portfolio of undervalued small company stocks.

Columbia Small Cap Value II (COVAX)

This mid-cap growth fund focuses identifying companies with the potential for strong earnings and leading positions within their industries.

Columbia Mid Cap Growth (CBSAX)

The fund seeks to track the performance of a benchmark index that measures the investment return of a mid-capitalization stocks.

Vanguard Mid Cap Index (VIMSX)

The fund aims to deliver capital appreciation and income through an actively managed portfolio of undervalued mid-sized company stocks.

Columbia Mid Cap Value (CMUAX)

The fund seeks to invest in companies that have string franchises, improving returns and great growth opportunities.

Columbia Marsico Growth (NMGIX)

The fund aims to produce consistent and modest excess returns of the S&P 500 index through rigorous analysis through each phase of the investment process.

Columbia Large Cap Enhanced (NMIAX)

The fund aims to deliver long-term growth of capital through an actively managed portfolio of undervalued large company stocks.

Columbia Large Cap Value (NVLEX)

The fund is a diversified asset allocation portfolio that seeks capital appreciation. The fund is a diversified asset allocation portfolio that seeks current income along with modest growth.

The fund is a diversified asset allocation portfolio that seeks current income consistent with moderate fluctuation in principal.

Columbia Growth Lifestyle (NLGIX) Columbia G&I Lifestyle (NLGAX) Columbia Income Lifestyle (NLFAX)

The fund is a diversified asset allocation portfolio that seeks total return over seven asset classes.

The fund aims to deliver maximized income and attractive total return from an actively managed U.S. non-investment grade bond portfolio.

Columbia Bal Lifestyle (NBIAX) Columbia High Income (NAHAX)

This intermediate bond fund invests broadly in government, MBS/ABS and corporate bonds with an emphasis on both high-yield and corporate debt.

Columbia Income (LIIAX)

Lower Risk/Return

The mutual fund performance data quoted represents past risk and performance, which is no guarantee of future results. Current risk and performance may be higher or lower than the data quoted.

Investments in mutual funds Not Bank Issued • Not FDIC Insured • May Lose Value • No Bank Guarantee

Bank of America, N.A. ©2009 Bank of America Corporation 00-09-1096NSB (9/2009)

Document info
Document views8
Page views8
Page last viewedMon Oct 24 07:56:44 UTC 2016
Pages5
Paragraphs331
Words2026

Comments