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 7, 2007
Release dates | Coded tables | Historical data
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L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted

Description
2000
2001
2002
2003
2004
2005
2006
Q1
2006
Q2
2006
Q3
2006
Q4
2007
Q1

Line
Mutual funds mutual fund shares liability 4433.1 4135.4 3638.4 4654.2 5436.3 6048.9 6463.8 6419.3 6627.9 7068.3 7308.2 1
Mutual funds mutual fund shares liability 4433.1 4135.4 3638.4 4654.2 5436.3 6048.9 6463.8 6419.3 6627.9 7068.3 7308.2 2
Households and nonprofit organizations mutual fund share holdings asset 2856.1 2734.2 2320.5 3055.7 3624.7 4121.7 4475.6 4471.1 4603.3 4916.4 5123.1 3
Nonfarm nonfinancial corporate business mutual fund shares asset 121.9 112.5 94.6 124.8 139.8 156.3 171.7 177.0 189.5 206.8 217.7 4
State and local governments, excluding employee retirement funds mutual fund share holdings asset 30.8 28.1 24.3 25.9 27.3 28.4 28.6 28.9 29.5 29.8 29.8 5
U.S.-chartered commercial banks mutual fund shares asset 15.0 21.3 19.6 17.1 18.0 17.3 17.3 18.4 21.3 24.5 21.9 6
Credit unions mutual fund share holdings asset 2.2 3.7 3.5 4.1 3.1 2.2 2.3 2.0 2.0 2.1 2.2 7
Life insurance companies mutual fund share holdings asset 97.0 88.3 76.6 91.7 114.4 109.0 114.7 112.9 115.7 119.6 120.9 8
Private pension funds mutual fund share holdings asset (form 5500 data) 1131.6 962.9 931.9 1126.9 1278.2 1375.8 1407.1 1368.1 1417.4 1505.4 1527.5 9
State and local government employee retirement funds mutual fund shares asset 178.3 184.3 167.4 208.0 230.5 238.3 246.7 240.9 249.1 263.8 265.3 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


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Current release | Screen reader | PDF (450 KB)

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