Values of FMF2 participants on 09/30/09
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 | 3001.13 |
|
K
( oldest)
|
Capital World Growth & Income Fund | CWGIX | 3285.11 |
|
M
(Mom)
|
Fundamental Investors | ANCFX | 3418.88 |
|
D
(Dad)
|
International Growth & Income | IGAAX | 3825.09 |
|
Total
|
$13,530.21 | ||
| 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.
Copyright 2000-09 by familymutualfunds.com. All rights reserved.