Notes
2007 Fund Data
2006 Fund Data
2005 Fund Data
2004 Fund Data
2003 Fund Data
2002 Fund Data
2001 Fund Data
2000 Fund Data

Important Notes About the Fund Data

• Fund Data Sets are Cumulative for the Year (i.e. if you have data set 2007-H, you have everything in 2007-A through 2007-G).
• If you have the Multi-User Edition, only one person on the network needs to import the Update to give everyone the data.
• These Data Sets are Highly Secured. If you're not a licensed AmeriCalc user, Don't waste your time, or our bandwidth.
• If you NEED the data for a fund, and it is not in the latest Data Set, please let us know and we will do our best to include the information in the next update.
• If you HAVE the data for a fund, and it is not in the latest Data Set, please share it with us, so we can help others who are looking for it.

2007 Fund Data for AmeriCalc 2007

Below are the instructions for downloading and importing the latest fund data set and the download link itself. The updates are cumulative so if you miss one, don't worry the next one will have all the data available to date. Don't forget to import the data into AmeriCalc after downloading it.

File Information:
Data Set: 2007 H
Last Updated: Mar 25, 2008
File Name: 2007FundData_H.IQU
File Size: 312 Kb
Est Download Time (56k): Less than 2 Minutes

Instructions for Downloading and Importing

1. Click the "Download Fund Data" link below.
2. SAVE the file to your computer. Do not open it from the web page.
3. (If you are using Netscape, and do not get a SAVE prompt, try using Internet Explorer.)
4. Save the file to the directory C:\Temp.
5. After the file finishes downloading, Open AmeriCalc 2007, if it is not already open.
6. Click "Fund Data" on the menu bar, then Select "Import Fund Data".
7. Use the Dialog box to navigate to the folder where you saved the file, Select the File and Click "Open".
8. After a bit (be patient), you will be notified of the Import's completion.

   Download Fund Data Set 2007 H

2006 Fund Data for AmeriCalc 2006

Below are the instructions for downloading and importing the latest fund data set and the download link itself. The updates are cumulative so if you miss one, don't worry the next one will have all the data available to date. Don't forget to import the data into AmeriCalc after downloading it.

File Information:
Data Set: 2006 K
Last Updated: Mar 25, 2007
File Name: 2006FundData_K.IQU
File Size: 249 Kb
Est Download Time (56k): Less than 2 Minutes

Instructions for Downloading and Importing

1. Click the "Download Fund Data" link below.
2. SAVE the file to your computer. Do not open it from the web page.
3. (If you are using Netscape, and do not get a SAVE prompt, try using Internet Explorer.)
4. Save the file to the directory C:\Temp.
5. After the file finishes downloading, Open AmeriCalc 2006, if it is not already open.
6. Click "Fund Data" on the menu bar, then Select "Import Fund Data".
7. Use the Dialog box to navigate to the folder where you saved the file, Select the File and Click "Open".
8. After a bit (be patient), you will be notified of the Import's completion.

   Download Fund Data Set 2006 K

2005 Fund Data for AmeriCalc 2005

Below are the instructions for downloading and importing the latest fund data set and the download link itself. The updates are cumulative so if you miss one, don't worry the next one will have all the data available to date. Don't forget to import the data into AmeriCalc after downloading it.

File Information:
Data Set: 2005 I
Last Updated: March 23, 2005
File Name: 2005FundData_I.IQU
File Size: 232 Kb
Est Download Time (56k): Less than 2 Minutes

Instructions for Downloading and Importing

1. Click the "Download Fund Data" link below.
2. SAVE the file to your computer. Do not open it from the web page.
3. (If you are using Netscape, and do not get a SAVE prompt, try using Internet Explorer.)
4. Save the file to the directory C:\Temp.
5. After the file finishes downloading, Open AmeriCalc 2005, if it is not already open.
6. Click "Fund Data" on the menu bar, then Select "Import Fund Data".
7. Use the Dialog box to navigate to the folder where you saved the file, Select the File and Click "Open".
8. After a bit (be patient), you will be notified of the Import's completion.

   Download Fund Data Set 2005 I

2004 Fund Data for AmeriCalc 2004

Below are the instructions for downloading and importing the latest fund data set and the download link itself. We plan to post these updates here several times a week. The updates are cumulative so if you miss one, don't worry the next one will have all the data available to date. Don't forget to import the data into AmeriCalc after downloading it.

File Information:
Data Set: 2004 L
Last Updated: March 24, 2005
File Name: 2004FundData_L.IQU
File Size: 379 Kb
Est Download Time (56k): About 2 Minutes

Instructions for Downloading and Importing

1. Click the "Download Fund Data" link below.
2. SAVE the file to your computer. Do not open it from the web page.
3. (If you are using Netscape, and do not get a SAVE prompt, try using Internet Explorer.)
4. Save the file to the directory C:\Temp.
5. After the file finishes downloading, Open AmeriCalc 2004, if it is not already open.
6. Click "Fund Data" on the menu bar, then Select "Import Fund Data".
7. Use the Dialog box to navigate to the folder where you saved the file, Select the File and Click "Open".
8. After a bit (be patient), you will be notified of the Import's completion.

   Download Fund Data Set 2004 L

2003 Fund Data for AmeriCalc 2003

Below are the instructions for downloading and importing the latest fund data set and the download link itself. We plan to post these updates here several times a week. The updates are cumulative so if you miss one, don't worry the next one will have all the data available to date. Don't forget to import the data into AmeriCalc after downloading it.

File Information:
Data Set: 2003 L
Last Updated: April 6, 2004
File Name: 2003FundData_L.IQU
File Size: 302 Kb
Est Download Time (56k): Less than 2 Minutes

Instructions for Downloading and Importing

1. Click the "Download Fund Data" link below.
2. SAVE the file to your computer. Do not open it from the web page.
3. (If you are using Netscape, and do not get a SAVE prompt, try using Internet Explorer.)
4. Save the file to the directory C:\Temp.
5. After the file finishes downloading, Open AmeriCalc 2003, if it is not already open.
6. Click "Fund Data" on the menu bar, then Select "Import Fund Data".
7. Use the Dialog box to navigate to the folder where you saved the file, Select the File and Click "Open".
8. After a bit (be patient), you will be notified of the Import's completion.

   Download Fund Data Set 2003 L

2002 Fund Data for AmeriCalc 2002

Below are the instructions for downloading and importing the latest fund data set and the download link itself. We plan to post these updates here several times a week. The updates are cumulative so if you miss one, don't worry the next one will have all the data available to date. Don't forget to import the data into AmeriCalc after downloading it.

File Information:
Data Set: 2003 M
Last Updated: April 16, 2004
File Name: 2003FundData_M.IQU
File Size: 239 Kb
Est Download Time (56k): About 1 Minute

Instructions for Downloading and Importing

1. Click the "Download Fund Data" link below.
2. SAVE the file to your computer. Do not open it from the web page.
3. (If you are using Netscape, and do not get a SAVE prompt, try using Internet Explorer.)
4. Save the file to the directory C:\Temp.
5. After the file finishes downloading, Open AmeriCalc 2002, if it is not already open.
6. Click "Fund Data" on the menu bar, then Select "Import Fund Data".
7. Use the Dialog box to navigate to the folder where you saved the file, Select the File and Click "Open".
8. After a bit (be patient), you will be notified of the Import's completion.

   Download Fund Data Set 2002 M

2001 Fund Data for AmeriCalc 2002

Below are the instructions for downloading and importing the latest fund data set and the download link itself. We plan to post these updates here several times a week. The updates are cumulative so if you miss one, don't worry the next one will have all the data available to date. Don't forget to import the data into AmeriCalc after downloading it.

File Information:
Data Set: 2001 V
Last Updated: April 6, 2004
File Name: 2001FundData_V.IQU
File Size: 336 Kb
Est Download Time (56k): Less than 2 Minutes

Instructions for Downloading and Importing

1. Click the "Download Fund Data" link below.
2. SAVE the file to your computer. Do not open it from the web page.
3. (If you are using Netscape, and do not get a SAVE prompt, try using Internet Explorer.)
4. Save the file to the directory C:\Temp.
5. After the file finishes downloading, Open AmeriCalc 2002, if it is not already open.
6. Click "Fund Data" on the menu bar, then Select "Import Fund Data".
7. Use the Dialog box to navigate to the folder where you saved the file, Select the File and Click "Open".
8. After a bit (be patient), you will be notified of the Import's completion.

   Download Fund Data Set 2001 V

2000 Fund Data for AmeriCalc 2002

Below are the instructions for downloading and importing the latest fund data set and the download link itself. We plan to post these updates here several times a week. The updates are cumulative so if you miss one, don't worry the next one will have all the data available to date. Don't forget to import the data into AmeriCalc after downloading it.

File Information:
Data Set: 2000 L
Last Updated: March 30, 2004
File Name: 2003FundData_L.IQU
File Size: 161 Kb
Est Download Time (56k): Less than 1 Minute

Instructions for Downloading and Importing

1. Click the "Download Fund Data" link below.
2. SAVE the file to your computer. Do not open it from the web page.
3. (If you are using Netscape, and do not get a SAVE prompt, try using Internet Explorer.)
4. Save the file to the directory C:\Temp.
5. After the file finishes downloading, Open AmeriCalc 2002, if it is not already open.
6. Click "Fund Data" on the menu bar, then Select "Import Fund Data".
7. Use the Dialog box to navigate to the folder where you saved the file, Select the File and Click "Open".
8. After a bit (be patient), you will be notified of the Import's completion.

   Download Fund Data Set 2000 L