Values of FMF2 participants on 05/29/09
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 | 2694.76 |
|
K
( oldest)
|
Capital World Growth & Income Fund | CWGIX | 2788.74 |
|
M
(Mom)
|
Fundamental Investors | ANCFX | 3002.55 |
|
D
(Dad)
|
International Growth & Income | IGAAX | 3202.21 |
|
Total
|
$11,688.26 | ||
| Total amount contributed per fund to date | Thru 12/09 | $2950.00 |
* 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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