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: September 16, 2004
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
1999
2000
2001
2002
2003
2003
Q1
2003
Q2
2003
Q3
2003
Q4
2004
Q1
2004
Q2

Line
Mutual funds mutual fund shares liability 191.2 239.4 201.2 182.4 288.2 189.2 365.7 260.3 337.4 431.9 118.7 1
Mutual funds mutual fund shares liability 191.2 239.4 201.2 182.4 288.2 189.2 365.7 260.3 337.4 431.9 118.7 2
Households and nonprofit organizations mutual fund share holdings asset 85.5 166.2 190.1 110.6 326.5 209.1 413.0 303.2 380.7 454.8 146.6 3
Nonfarm nonfinancial corporate business mutual fund shares asset 7.4 12.0 2.0 10.5 -4.6 -4.6 -4.6 -4.6 -4.6 -4.6 -4.6 4
State and local governments, excluding employee retirement funds mutual fund share holdings asset -0.7 3.7 7.7 8.9 -12.7 13.6 -26.3 -10.2 -27.8 -20.1 -23.1 5
U.S.-chartered commercial banks mutual fund shares asset 2.3 2.5 7.8 1.7 -6.2 -20.1 2.2 -8.9 2.0 -4.7 -0.0 6
Credit unions mutual fund share holdings asset -1.1 -0.3 1.5 -0.2 0.5 -0.5 4.5 1.9 -3.7 0.4 -1.2 7
Bank personal trusts and estates mutual fund share holdings asset -14.7 48.5 -6.1 37.3 -15.0 -15.0 -15.0 -15.0 -15.0 5.0 1.6 8
Life insurance companies mutual fund share holdings asset 10.0 5.6 2.1 2.6 0.5 0.5 0.5 0.5 0.5 0.4 0.4 9
Private pension funds mutual fund share holdings asset 102.5 1.2 -3.8 11.0 -0.9 6.1 -8.6 -6.5 5.2 0.6 -1.1 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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