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Release Date: June 11, 2009
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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 |
2006 |
2007 |
2008 Q1 |
2008 Q2 |
2008 Q3 |
2008 Q4 |
2009 Q1 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds mutual fund shares liability | 3638.4 | 4654.2 | 5436.3 | 6048.9 | 7068.3 | 7829.0 | 7336.4 | 7412.3 | 6614.3 | 5435.3 | 5158.8 | 1 |
| Mutual funds mutual fund shares liability | 3638.4 | 4654.2 | 5436.3 | 6048.9 | 7068.3 | 7829.0 | 7336.4 | 7412.3 | 6614.3 | 5435.3 | 5158.8 | 2 |
| Households and nonprofit organizations mutual fund share holdings asset | 2218.4 | 2904.3 | 3417.4 | 3839.3 | 4410.2 | 4880.9 | 4616.5 | 4699.9 | 4128.4 | 3447.4 | 3304.9 | 3 |
| Nonfarm nonfinancial corporate business mutual fund shares asset | 95.8 | 125.9 | 140.5 | 156.3 | 204.0 | 217.5 | 200.2 | 196.7 | 175.5 | 143.3 | 134.1 | 4 |
| State and local governments, excluding employee retirement funds mutual fund share holdings asset | 24.3 | 25.9 | 27.5 | 29.6 | 32.5 | 34.5 | 34.4 | 36.7 | 31.8 | 27.5 | 31.5 | 5 |
| Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset | 98.0 | 146.1 | 195.8 | 242.0 | 294.1 | 324.5 | 304.1 | 307.3 | 274.2 | 225.3 | 213.8 | 6 |
| U.S.-chartered commercial banks mutual fund shares asset | 19.6 | 17.1 | 18.1 | 17.4 | 24.5 | 29.6 | 26.4 | 25.5 | 20.0 | 19.6 | 33.5 | 7 |
| Credit unions mutual fund share holdings asset | 3.5 | 4.1 | 3.1 | 2.2 | 2.1 | 2.1 | 2.4 | 2.4 | 2.0 | 2.0 | 1.8 | 8 |
| Property-casualty insurance companies mutual fund shares asset | 3.0 | 4.3 | 5.2 | 5.7 | 6.9 | 6.8 | 6.3 | 6.3 | 5.9 | 4.5 | 4.2 | 9 |
| Life insurance companies mutual fund share holdings asset | 76.6 | 91.7 | 114.4 | 109.0 | 148.8 | 188.4 | 181.9 | 187.8 | 181.6 | 154.9 | 146.0 | 10 |
| Private pension funds mutual fund share holdings asset (form 5500 data) | 931.9 | 1126.9 | 1278.2 | 1399.0 | 1657.6 | 1848.3 | 1698.8 | 1688.9 | 1558.8 | 1229.5 | 1127.3 | 11 |
| State and local government employee retirement funds mutual fund shares asset | 167.4 | 207.9 | 235.9 | 248.4 | 287.5 | 296.4 | 265.2 | 260.7 | 236.1 | 181.1 | 161.6 | 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)