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Release Date: June 9, 2005
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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 |
2004 Q1 |
2004 Q2 |
2004 Q3 |
2004 Q4 |
2005 Q1 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds mutual fund shares liability | 4538.5 | 4435.3 | 4135.5 | 3638.4 | 4653.2 | 4900.8 | 4959.4 | 4981.3 | 5436.0 | 5443.0 | 1 |
| Mutual funds mutual fund shares liability | 4538.5 | 4435.3 | 4135.5 | 3638.4 | 4653.2 | 4900.8 | 4959.4 | 4981.3 | 5436.0 | 5443.0 | 2 |
| Households and nonprofit organizations mutual fund share holdings asset | 2987.4 | 2832.8 | 2663.6 | 2328.3 | 3005.1 | 3205.8 | 3239.8 | 3271.0 | 3558.3 | 3632.8 | 3 |
| Nonfarm nonfinancial corporate business mutual fund shares asset | 127.0 | 124.0 | 113.0 | 95.0 | 125.0 | 129.9 | 131.7 | 131.6 | 143.0 | 141.7 | 4 |
| State and local governments, excluding employee retirement funds mutual fund share holdings asset | 21.4 | 21.2 | 24.3 | 24.2 | 25.3 | 25.7 | 26.1 | 26.3 | 27.1 | 27.5 | 5 |
| U.S.-chartered commercial banks mutual fund shares asset | 12.4 | 15.0 | 21.3 | 19.6 | 17.1 | 16.2 | 16.2 | 15.4 | 18.0 | 16.6 | 6 |
| Credit unions mutual fund share holdings asset | 2.5 | 2.2 | 3.7 | 3.5 | 4.1 | 4.2 | 3.9 | 3.5 | 3.1 | 2.8 | 7 |
| Bank personal trusts and estates mutual fund share holdings asset | 391.5 | 396.8 | 359.1 | 339.1 | 391.2 | 395.5 | 396.5 | 389.5 | 413.1 | 404.8 | 8 |
| Life insurance companies mutual fund share holdings asset | 98.7 | 97.0 | 88.3 | 76.6 | 91.7 | 94.3 | 95.1 | 93.1 | 99.6 | 97.8 | 9 |
| Private pension funds mutual fund share holdings asset | 897.6 | 946.2 | 862.1 | 752.0 | 993.7 | 1029.2 | 1050.2 | 1050.9 | 1173.7 | 1119.1 | 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
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)