Values of FMF2 participants on 05/31/06

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. As the American Funds below require a $50 minimum purchase, purchases are every other month. Total contributed to date is listed below.

Name Holdings Symbol Current Value
E (youngest) American Balanced Fund ABALX 1957.70
K(oldest) Capital World Growth & Income Fund CWGIX 2092.39
M (Mom) Fundamental Investors ANCFX 2487.83
D (Dad) Smallcap World Fund SMCWX 2467.17
Total $9005.09
       
Total amount contributed per fund to date Thru 05/06 $1850.00

* If asterisk appears, lacks most recent month end distribution or purchase. Purchases for current month often do not appear until end of first week. 

 

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