Values of FMF2 participants on 11/30/12
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 | 4944.62 |
K ( oldest) |
4886.82 | ||
| Capital Income Builder | CAIBX | 1078.67 | |
| Capital World Growth & Income Fund | CWGIX | 2280.39 | |
| Europacific Fund | AEPGX | 559.93 | |
| New World Fund | NEWFX | 967.83 | |
M (Mom) |
Cash Placeholder | 4445.83 | |
D (Dad) |
Cash Placeholder | 4782.59 | |
Total |
$19,059.86 | ||
| Total amount contributed per fund to date | Thru 12/12 | $3850.00 |
Copyright 2000-12 by familymutualfunds.com. All rights reserved.