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Release Date: December 9, 2004
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L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
| Description |
1999 |
2000 |
2001 |
2002 |
2003 Q1 |
2003 Q2 |
2003 Q3 |
2003 Q4 |
2004 Q1 |
2004 Q2 |
2004 Q3 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds mutual fund shares liability | 4538.5 | 4435.3 | 4135.5 | 3638.4 | 3587.8 | 4071.6 | 4242.6 | 4653.2 | 4900.9 | 4959.5 | 4945.7 | 1 |
| Mutual funds mutual fund shares liability | 4538.5 | 4435.3 | 4135.5 | 3638.4 | 3587.8 | 4071.6 | 4242.6 | 4653.2 | 4900.9 | 4959.5 | 4945.7 | 2 |
| Households and nonprofit organizations mutual fund share holdings asset | 2987.4 | 2832.8 | 2665.6 | 2326.3 | 2292.4 | 2616.0 | 2745.8 | 3008.8 | 3204.5 | 3238.1 | 3242.9 | 3 |
| Nonfarm nonfinancial corporate business mutual fund shares asset | 127.0 | 124.0 | 111.0 | 97.0 | 92.5 | 106.2 | 108.5 | 121.0 | 122.5 | 122.5 | 118.7 | 4 |
| State and local governments, excluding employee retirement funds mutual fund share holdings asset | 21.4 | 21.2 | 24.3 | 24.2 | 26.4 | 22.4 | 23.3 | 25.6 | 27.0 | 27.3 | 27.2 | 5 |
| U.S.-chartered commercial banks mutual fund shares asset | 12.4 | 15.0 | 21.3 | 19.6 | 13.5 | 16.3 | 14.5 | 17.1 | 16.2 | 16.2 | 15.4 | 6 |
| Credit unions mutual fund share holdings asset | 2.5 | 2.2 | 3.7 | 3.5 | 3.4 | 4.5 | 5.0 | 4.1 | 4.2 | 3.9 | 3.5 | 7 |
| Bank personal trusts and estates mutual fund share holdings asset | 391.5 | 396.8 | 359.1 | 339.1 | 327.1 | 360.0 | 364.5 | 391.2 | 403.0 | 406.2 | 400.2 | 8 |
| Life insurance companies mutual fund share holdings asset | 98.7 | 97.0 | 88.3 | 76.6 | 74.6 | 82.5 | 85.4 | 91.7 | 94.3 | 95.1 | 93.1 | 9 |
| Private pension funds mutual fund share holdings asset | 897.6 | 946.2 | 862.1 | 752.0 | 757.9 | 863.7 | 895.6 | 993.7 | 1029.2 | 1050.2 | 1044.8 | 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)