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Family Mutual Funds, Self-directed investing for family members of all ages.

Family mutual funds, a self-directed mutual fund investing experience begun as a Christmas gift for children, teenagers, and adult family members now in its 10th year.

http://www.familymutualfunds.com/

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Galbraith, Peter

285 Tha●●●●●●●ass Dr.

Blake●●●●●sland , WA, 98222

US

1.36●●●●8228
pg●●●●●●●●@rockisland.com

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null

Galbraith, Peter

285 Tha●●●●●●●ass Dr.

Blake●●●●●sland , WA, 98222

US

1.36●●●●8228
pg●●●●●●●●@rockisland.com

View this contact

null

Galbraith, Peter

285 Tha●●●●●●●ass Dr.

Blake●●●●●sland , WA, 98222

US

1.36●●●●8228
pg●●●●●●●●@rockisland.com

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Family Mutual Funds, Self-directed investing for family members of all ages. | familymutualfunds.com Reviews
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Family mutual funds, a self-directed mutual fund investing experience begun as a Christmas gift for children, teenagers, and adult family members now in its 10th year.
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1 mutual fund
2 mutual funds
3 child
4 children
5 teenager
6 teenagers
7 investing
8 self-directed
9 individual management
10 investment
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mutual funds,current values,goals,history,purpose,contributions,rules,including 2004 changes,past values,recent values,bonus results,m's funds,k's funds,oldest,e's funds,youngest,d's funds
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Family Mutual Funds, Self-directed investing for family members of all ages. | familymutualfunds.com Reviews

https://familymutualfunds.com

Family mutual funds, a self-directed mutual fund investing experience begun as a Christmas gift for children, teenagers, and adult family members now in its 10th year.

INTERNAL PAGES

familymutualfunds.com familymutualfunds.com
1

Untitled Document

http://www.familymutualfunds.com/150kfunds.htm

Values on May 4, 2007. Capital World Bond Fund. Capital World Growth and Income. Capital Income Builder Fund. Capital World Bond Fund. Capital World Growth and Income. Vanguard Inflation Protected Sec. Capital Income Builder Fund. Capital World Growth and Income. Dodge and Cox International. Third Ave. International Value. Vanguard Inflation Protected Sec. Vang Special Health Care. Capital World Bond Fund. Capital World Growth and Income. Total of funds and savings. Values of FMF2 participants on 05/04/07.

2

Dholdings

http://www.familymutualfunds.com/dholdings.htm

History of Mutual Funds owned by D. January, 1993 (start). Templeton Developing Markets TEDMX. Vanguard Growth and Income VQNPX. Vanguard REIT Index VGSIX. Sold $13,000 on 1/24/01;built to $3000 and sold all 3/20/02. Vanguard Windsor II VWNFX. Vanguard Inflation Protected Securities VIPSX. Vanguard Windsor Fund VWNDX. Artisan Int'l Fund ARTIX. 100000, 1506.55. Artisan Int'l Small Cap Fund ARTJX. 1/29/02, 4/8/02, 6/27/02. 100000, 1506.55, 4892.28. Artisan Midcap Fund ARTMX. Third Avenue Value Fund TAVFX.

3

Past Values

http://www.familymutualfunds.com/past_values.htm

Click on date for specific holdings). Total Value of Funds. Ranking (first to last). 9/6/96 $400 each (est).

4

Untitled Document

http://www.familymutualfunds.com/150ktotal.htm

Values on March 17, 2006. Capital World Bond Fund. Capital World Growth and Income. Capital Income Builder Fund. Capital World Bond Fund. Capital World Growth and Income. Vanguard Inflation Protected Sec. Capital Income Builder Fund. Capital World Growth and Income. Dodge and Cox International. T R Price Emerg.Mkt. Bond. Third Ave. International Value. Vanguard Inflation Protected Sec. Vang Special Health Care. Capital World Bond Fund. Capital World Growth and Income. Total of funds and savings.

5

Present inv

http://www.familymutualfunds.com/present_inv.htm

Present monthly investment strategy. Cash placeholder only. Increases $100 per month to reflect contributions. Almost fully invested in various American Funds. All available cash invested on May 10, 2013 after termination of FMF2. Essentially in cash with small TIPS holding. Cash placeholder only. Increases $100 per month to reflect contributions.

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Welcome to the Family. Now in the 25th year. The family mutual funds were started with a Christmas gift in 1992. Each of four family members received $250 and a gift of an additional $50.00/mo. The catch? For over 23 years, each of us directed his or her investments. On May 17, 2002. The value of the mutual funds and the savings account topped $100,000 for the first time. On October 1, 2004. The value of the mutual funds alone first exceeded $100,000. On March 17, 2006. The value of the mutual funds and ...

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