Values of FMF2 participants on 03/09/09 (2009 Low?)

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.

NameHoldingsSymbolCurrent Value
E (youngest)
American Balanced Fund ABALX2156.45
K ( oldest)
Capital World Growth & Income Fund CWGIX2013.96
M (Mom)
Fundamental Investors ANCFX2190.20
D (Dad)
International Growth & IncomeIGAAX2412.70
Total
$8776.13
    
Total amount contributed per fund to dateThru 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. 

 

Home                        FMF2 Home

Copyright 2000-09 by familymutualfunds.com. All rights reserved.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Hit Counter