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Release Date: September 16, 2004
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L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
| Description |
1998 |
1999 |
2000 |
2001 |
2002 |
2003 Q1 |
2003 Q2 |
2003 Q3 |
2003 Q4 |
2004 Q1 |
2004 Q2 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds mutual fund shares liability | 3613.1 | 4538.5 | 4435.3 | 4135.5 | 3638.4 | 3587.8 | 4071.6 | 4242.6 | 4653.2 | 4901.2 | 4969.7 | 1 |
| Mutual funds mutual fund shares liability | 3613.1 | 4538.5 | 4435.3 | 4135.5 | 3638.4 | 3587.8 | 4071.6 | 4242.6 | 4653.2 | 4901.2 | 4969.7 | 2 |
| Households and nonprofit organizations mutual fund share holdings asset | 2397.1 | 2987.4 | 2905.3 | 2750.8 | 2443.8 | 2431.4 | 2762.2 | 2905.5 | 3182.4 | 3391.6 | 3448.7 | 3 |
| Nonfarm nonfinancial corporate business mutual fund shares asset | 98.0 | 127.0 | 124.0 | 111.0 | 97.0 | 92.5 | 106.2 | 108.5 | 121.0 | 122.5 | 122.5 | 4 |
| State and local governments, excluding employee retirement funds mutual fund share holdings asset | 19.1 | 21.4 | 21.2 | 24.3 | 24.2 | 26.4 | 25.6 | 24.2 | 21.2 | 16.8 | 11.3 | 5 |
| U.S.-chartered commercial banks mutual fund shares asset | 9.1 | 12.4 | 15.0 | 21.3 | 19.6 | 13.5 | 16.3 | 14.5 | 17.1 | 16.2 | 16.2 | 6 |
| Credit unions mutual fund share holdings asset | 3.6 | 2.5 | 2.2 | 3.7 | 3.5 | 3.4 | 4.5 | 5.0 | 4.1 | 4.2 | 3.9 | 7 |
| Bank personal trusts and estates mutual fund share holdings asset | 344.7 | 391.5 | 396.8 | 359.1 | 339.1 | 327.1 | 360.0 | 364.5 | 391.2 | 403.0 | 406.2 | 8 |
| Life insurance companies mutual fund share holdings asset | 73.2 | 98.7 | 97.0 | 88.3 | 76.6 | 74.6 | 82.5 | 85.4 | 91.7 | 94.3 | 95.0 | 9 |
| Private pension funds mutual fund share holdings asset | 668.2 | 897.6 | 873.7 | 776.9 | 634.6 | 618.9 | 714.3 | 735.0 | 824.5 | 852.5 | 865.9 | 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
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)