Values of FMF2 participants on 10/29/10

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. Annual purchases are now made on approximately January 1 of the new year based on Christmas gifts received. The total contributed to date is listed below.

Name Holdings Symbol Current Value
E (youngest)
International Growth & Income Fund IGAAX 3631.94
K ( oldest)
Capital World Growth & Income Fund CWGIX 3924.96
M (Mom)
Cash   3845.83
D (Dad)
Cash   4182.59
Total
$15,309.58
       
Total amount contributed per fund to date Thru 12/10 $3250.00

* 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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