Final values of FMF2 participants (05/10/13)
Each mutual fund was begun with a $250 minimum purchase in January, 2001 and has received a $25 monthly contribution every month (including January, 2001). All funds were at TIAA-CREF until sold in 05/05. The annual purchases of $300 occur near January 1 of the new contribution year from funds received as a Christmas gift. The total contributed to date is listed below.
| Name | Holdings | Symbol | Current Value |
E (youngest) |
Income Fund of America | AMECX | 5813.71 |
K ( oldest) |
5806.17 | ||
| Capital Income Builder | CAIBX | 1193.62 | |
| Capital World Growth & Income Fund | CWGIX | 2929.39 | |
| Europacific Fund | AEPGX | 623.42 | |
| New World Fund | NEWFX | 1059.74 | |
M (Mom) |
Cash Placeholder | 4745.83 | |
D (Dad) |
Cash Placeholder | 5082.59 | |
Total |
$21,448.30 | ||
| Total amount contributed per fund to date | Thru 12/13 | $4150.00 |
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