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Release Date: March 8, 2007
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L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
| Description |
2002 |
2003 |
2004 |
2005 Q1 |
2005 Q2 |
2005 Q3 |
2005 Q4 |
2006 Q1 |
2006 Q2 |
2006 Q3 |
2006 Q4 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds mutual fund shares liability | 3638.4 | 4654.2 | 5436.3 | 5471.6 | 5595.7 | 5874.4 | 6048.9 | 6464.0 | 6419.7 | 6628.6 | 7093.4 | 1 |
| Mutual funds mutual fund shares liability | 3638.4 | 4654.2 | 5436.3 | 5471.6 | 5595.7 | 5874.4 | 6048.9 | 6464.0 | 6419.7 | 6628.6 | 7093.4 | 2 |
| Households and nonprofit organizations mutual fund share holdings asset | 2420.5 | 3085.4 | 3610.7 | 3710.5 | 3781.7 | 3992.5 | 4121.4 | 4504.2 | 4504.0 | 4643.3 | 4962.8 | 3 |
| Nonfarm nonfinancial corporate business mutual fund shares asset | 94.6 | 124.8 | 139.8 | 139.8 | 143.3 | 151.2 | 156.3 | 165.3 | 164.3 | 170.2 | 182.0 | 4 |
| State and local governments, excluding employee retirement funds mutual fund share holdings asset | 24.3 | 25.9 | 27.3 | 27.6 | 27.7 | 28.1 | 28.4 | 28.6 | 28.9 | 29.5 | 29.8 | 5 |
| U.S.-chartered commercial banks mutual fund shares asset | 19.6 | 17.1 | 18.0 | 16.6 | 15.6 | 17.3 | 17.3 | 17.3 | 18.4 | 21.3 | 24.5 | 6 |
| Credit unions mutual fund share holdings asset | 3.5 | 4.1 | 3.1 | 2.8 | 2.6 | 2.2 | 2.2 | 2.3 | 2.0 | 2.0 | 2.1 | 7 |
| Life insurance companies mutual fund share holdings asset | 76.6 | 91.7 | 114.4 | 110.5 | 109.3 | 109.2 | 109.0 | 114.7 | 112.9 | 115.7 | 119.6 | 8 |
| Private pension funds mutual fund share holdings asset (form 5500 data) | 831.9 | 1097.2 | 1292.2 | 1237.5 | 1286.1 | 1339.2 | 1376.0 | 1384.9 | 1348.1 | 1397.4 | 1507.1 | 9 |
| State and local government employee retirement funds mutual fund shares asset | 167.4 | 208.0 | 230.5 | 226.2 | 229.5 | 234.7 | 238.3 | 246.7 | 240.9 | 249.1 | 265.5 | 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)