Financial Accounts of the United States - Z.1

L.224 Mutual Fund Shares (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2015 2016 2016 Q1 2016 Q2 2016 Q3 2016 Q4 2017 Q1 2017 Q2 2017 Q3 Line
Mutual funds; mutual fund shares; liability LM653164205 12897.2 13615.6 12962.1 13208.8 13682.6 13615.6 14327.1 14795.3 15346.9 1
Mutual funds; mutual fund shares; liability LM653164205 12897.2 13615.6 12962.1 13208.8 13682.6 13615.6 14327.1 14795.3 15346.9 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 6759.6 7255.2 6814 6986.8 7272.2 7255.2 7697.3 7986.1 8319.8 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 235.7 238.1 233.6 235.1 240.8 238.1 246.4 250.4 256.3 4
State and local governments, excluding employee retirement funds; mutual fund shares; asset LM213064203 85.5 92.8 85.9 87.4 90.3 92.8 95.8 97.1 100 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 54.9 58 56.3 57.7 57 58 60.6 60.7 63.5 6
Credit unions; mutual fund shares; asset LM473064205 1.9 1.9 1.9 2 2 1.9 2.1 2.1 2.1 7
Property-casualty insurance companies; mutual fund shares; asset LM513064203 18.4 19.3 17.9 18.4 19.2 19.3 20.6 21.5 22.4 8
Life insurance companies; mutual fund shares; asset LM543064205 1608.4 1538 1572 1560.9 1574.7 1538 1585.7 1610.5 1646.6 9
Private pension funds; mutual fund shares; asset LM573064205 3055.4 3247.6 3089.3 3145 3251.2 3247.6 3410.4 3517.1 3637.5 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 476.9 479.4 473.5 487 500.4 479.4 500.5 506.5 519.2 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 600.6 685.3 617.6 628.5 674.8 685.3 707.8 743.3 779.5 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market mutual funds and exchange-traded funds.
Last Update: December 7, 2017