Values on March 31, 2004

Name Holdings Symbol Current value

Total

D

18,979.29

Capital World Growth & Income CWGIX 5087.07
New World Fund NEWFX 4105.08
(Dad) Vanguard High Yield Corporate VWEHX 3717.43  
  Cash   6069.71  
E 18,890.89
 
Capital Income Builder Fund
CIBFX
236.16
 
 
Capital World Bond Fund
CWBFX
244.78
 
  Capital World Growth & Income CWGIX 235.84  
 
Europacific Growth Fund
AEPGX
245.14
 
 
New Perspective Fund
ANWPX
239.21
 
  New World Fund NEWFX 239.40  
 
Vanguard Inflation Protected Sec.
VIPSX
3215.38
 
(youngest) Cash   14,234.98  
K 24,495.54
EuroPacific Growth AEPGX 244.02
(oldest) T.Rowe Price Int'l Bond Fund RPIBX 5725.68
Vang. Special Health Care VGHCX 1271.88
Cash   17,253.96
M

34,690.40

Capital World Growth & Income CWGIX

5087.07

EuroPacific Growth AEPGX 5178.17
Fundamental Investors ANCFX 5022.07
Growth Fund of America AGTHX 5055.75
New Perspective Fund ANWPX 5029.84
New World Fund NEWFX 5131.35
(Mom) Cash   4186.15
Total funds

97,056.12

         
Cash savings
16,873.03
         
Total of funds and savings       113,929.15
Amount contributed as of 03/04 12,500.00

* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote. 

 

Notes                    Home

Copyright 2000-04 by familymutualfunds.com. All rights reserved.