Federal Reserve Statistical Release, Z.1,
 Flow of Funds Accounts of the United States; title with eagle logo links to Statistical Release home page

Release Date: June 9, 2005
Release dates | Coded tables | Historical data
Current release | Screen reader | PDF (450 KB)

F.214 Mutual Fund Shares1
Billions of dollars; quarterly figures are seasonally adjusted annual rates

Description
2000
2001
2002
2003
2004
2004
Q1
2004
Q2
2004
Q3
2004
Q4
2005
Q1

Line
Mutual funds mutual fund shares liability 239.4 201.2 182.4 288.0 299.1 432.5 112.4 328.4 323.0 398.4 1
Mutual funds mutual fund shares liability 239.4 201.2 182.4 288.0 299.1 432.5 112.4 328.4 323.0 398.4 2
Households and nonprofit organizations mutual fund share holdings asset 83.4 166.4 81.7 251.2 276.2 408.5 94.1 303.4 298.7 365.4 3
Nonfarm nonfinancial corporate business mutual fund shares asset 12.0 4.0 0.6 11.0 5.0 5.0 5.0 5.0 5.0 5.0 4
State and local governments, excluding employee retirement funds mutual fund share holdings asset 3.7 7.7 8.4 -5.7 -1.0 -0.8 0.7 3.2 -7.3 4.4 5
U.S.-chartered commercial banks mutual fund shares asset 2.5 7.8 1.7 -6.2 -0.9 -4.7 -0.0 -2.8 4.0 -4.9 6
Credit unions mutual fund share holdings asset -0.3 1.5 -0.2 0.5 -0.9 0.4 -1.2 -1.6 -1.4 -1.3 7
Bank personal trusts and estates mutual fund share holdings asset 48.5 -6.1 37.3 -15.0 -5.4 -5.4 -5.4 -5.4 -5.4 -0.2 8
Life insurance companies mutual fund share holdings asset 5.6 2.1 2.6 0.5 0.4 0.4 0.4 0.3 0.3 0.3 9
Private pension funds mutual fund share holdings asset 84.0 17.9 50.4 51.7 25.8 29.1 18.8 26.3 29.1 29.6 10

  FOOTNOTES
  1.  Shares of open-end investment companies; excludes shares of money market mutual funds, exchange-traded funds, and funding vehicles for variable annuities. Return to text


Release dates | Coded tables | Historical data
Current release | Screen reader | PDF (450 KB)

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