Values of FMF2 participants on 05/31/07
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 | 2595.75 |
|
K
( oldest)
|
Capital World Growth & Income Fund | CWGIX | 3003.90 |
|
M
(Mom)
|
Fundamental Investors | ANCFX | 3414.58 |
|
D
(Dad)
|
Income Fund of America | AMECX | 3214.58 |
|
Total
|
$12,228.81 | ||
| Total amount contributed per fund to date | Thru 05/07 | $2150.00 |
* 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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