Skip to Content
Release Date: December 11, 2008
Release dates | Coded tables | Historical data
Current release | Screen reader | PDF (450 KB)
L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
| Description |
2003 |
2004 |
2005 |
2006 |
2007 Q1 |
2007 Q2 |
2007 Q3 |
2007 Q4 |
2008 Q1 |
2008 Q2 |
2008 Q3 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds mutual fund shares liability | 4654.2 | 5436.3 | 6048.9 | 7068.3 | 7328.7 | 7805.2 | 7989.3 | 7829.0 | 7336.4 | 7412.3 | 6588.3 | 1 |
| Mutual funds mutual fund shares liability | 4654.2 | 5436.3 | 6048.9 | 7068.3 | 7328.7 | 7805.2 | 7989.3 | 7829.0 | 7336.4 | 7412.3 | 6588.3 | 2 |
| Households and nonprofit organizations mutual fund share holdings asset | 2904.3 | 3417.4 | 3839.3 | 4465.1 | 4671.4 | 4976.8 | 5100.2 | 4972.4 | 4716.4 | 4806.1 | 4208.7 | 3 |
| Nonfarm nonfinancial corporate business mutual fund shares asset | 125.9 | 140.5 | 156.3 | 204.0 | 209.7 | 222.0 | 228.1 | 224.8 | 211.2 | 211.6 | 192.2 | 4 |
| State and local governments, excluding employee retirement funds mutual fund share holdings asset | 25.9 | 27.5 | 29.6 | 32.5 | 32.9 | 33.6 | 34.1 | 34.5 | 34.4 | 36.7 | 31.8 | 5 |
| Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset | 146.1 | 195.8 | 242.0 | 294.1 | 304.3 | 323.5 | 331.2 | 324.5 | 304.1 | 307.3 | 273.1 | 6 |
| U.S.-chartered commercial banks mutual fund shares asset | 17.1 | 18.1 | 17.4 | 24.5 | 22.5 | 24.9 | 28.9 | 29.6 | 26.4 | 25.5 | 19.9 | 7 |
| Credit unions mutual fund share holdings asset | 4.1 | 3.1 | 2.2 | 2.1 | 2.2 | 1.9 | 1.9 | 2.1 | 2.4 | 2.4 | 2.0 | 8 |
| Property-casualty insurance companies mutual fund shares asset | 4.3 | 5.2 | 5.7 | 6.9 | 6.9 | 7.1 | 7.1 | 6.8 | 6.3 | 6.3 | 5.9 | 9 |
| Life insurance companies mutual fund share holdings asset | 91.7 | 114.4 | 109.0 | 148.8 | 159.0 | 174.4 | 185.2 | 188.4 | 181.9 | 187.8 | 181.6 | 10 |
| Private pension funds mutual fund share holdings asset (form 5500 data) | 1126.9 | 1278.2 | 1399.0 | 1602.6 | 1629.7 | 1733.8 | 1765.2 | 1749.3 | 1587.8 | 1567.6 | 1432.5 | 11 |
| State and local government employee retirement funds mutual fund shares asset | 207.9 | 235.9 | 248.4 | 287.7 | 290.0 | 307.1 | 307.5 | 296.6 | 265.4 | 260.9 | 240.4 | 12 |
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)