Values on February 28, 2007

Name Holdings Symbol Current value

Total

D

28,935.47

(Dad) Capital Income Builder CIBFX
5098.14
 
Capital World Bond Fund CWBFX 4458.21
  Capital World Growth & Income CWGIX
400.83
 
 
Europacific Growth Fund
AEPGX
403.11
 
  New World Fund NEWFX
401.31
 
  Cash   18,173.87  
E 27,602.57
(youngest)
Capital Income Builder Fund
CIBFX
3713.79
 
 
Capital World Bond Fund
CWBFX
3299.98
 
  Capital World Growth & Income CWGIX 3907.91  
 
Europacific Growth Fund
AEPGX
4032.50
 
 
New Perspective Fund
ANWPX
3776.34
 
  New World Fund NEWFX 4324.87  
 
Vanguard Inflation Protected Sec.
VIPSX
3500.29
 
  Cash   1046.49  
K 35,671.15
(oldest) Capital Income Builder Fund CIBFX
3277.77
 
  Capital World Growth & Income CWGIX
3370.33
 
  Dodge & Cox International DODFX 5826.94  
EuroPacific Growth AEPGX 6566.47
  New World Fund ANWPX 3625.79  
  Third Ave. International Value TAVIX 6561.93  
  Vanguard Inflation Protected Sec. VIPSX 2668.59  
Vang. Special Health Care VGHCX 4773.33
Cash**   (1000.00)
M

50,446.32

(Mom)
Capital Income Builder
CIBFX
8587.71
 
  Capital World Bond Fund CWBFX

7162.86

  Capital World Growth & Income CWGIX
752.25
 
 
Europacific Growth Fund
AEPGX
756.46
 
  New Perspective Fund ANWPX 750.32  
  New World Fund NEWFX
753.31
 
  Cash   31,683.41
Total funds

142,655.51

         
Cash savings
22,291.02
         
Total of funds and savings       164,946.53
Amount contributed as of 02/07 16,000.00

* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote. 

* See Rule 10.

Notes                    Home

Copyright 2000-07 by familymutualfunds.com. All rights reserved.