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Release Date: September 17, 2009
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L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
| Description |
2003 |
2004 |
2005 |
2006 |
2007 |
2008 Q1 |
2008 Q2 |
2008 Q3 |
2008 Q4 |
2009 Q1 |
2009 Q2 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds mutual fund shares liability | 4654.2 | 5436.3 | 6048.9 | 7068.3 | 7829.0 | 7336.4 | 7412.3 | 6614.3 | 5435.3 | 5107.8 | 5888.1 | 1 |
| Mutual funds mutual fund shares liability | 4654.2 | 5436.3 | 6048.9 | 7068.3 | 7829.0 | 7336.4 | 7412.3 | 6614.3 | 5435.3 | 5107.8 | 5888.1 | 2 |
| Households and nonprofit organizations mutual fund share holdings asset | 2904.3 | 3417.4 | 3839.3 | 4387.6 | 4832.0 | 4575.2 | 4662.8 | 4111.1 | 3444.7 | 3254.7 | 3740.5 | 3 |
| Nonfarm nonfinancial corporate business mutual fund shares asset | 125.9 | 140.5 | 156.3 | 204.0 | 217.5 | 200.2 | 196.7 | 175.4 | 143.3 | 132.9 | 146.7 | 4 |
| State and local governments, excluding employee retirement funds mutual fund share holdings asset | 25.9 | 27.5 | 29.6 | 32.5 | 34.5 | 34.4 | 36.7 | 31.8 | 27.5 | 31.5 | 37.4 | 5 |
| Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset | 146.1 | 195.8 | 242.0 | 316.8 | 373.5 | 352.0 | 357.3 | 318.8 | 262.0 | 246.2 | 283.8 | 6 |
| U.S.-chartered commercial banks mutual fund shares asset | 17.1 | 18.1 | 17.4 | 24.5 | 29.6 | 26.4 | 25.5 | 20.0 | 19.6 | 33.5 | 36.0 | 7 |
| Credit unions mutual fund share holdings asset | 4.1 | 3.1 | 2.2 | 2.1 | 2.1 | 2.4 | 2.4 | 2.0 | 2.0 | 1.8 | 1.8 | 8 |
| Property-casualty insurance companies mutual fund shares asset | 4.3 | 5.2 | 5.7 | 6.9 | 6.8 | 6.3 | 6.3 | 5.6 | 4.4 | 4.2 | 4.6 | 9 |
| Life insurance companies mutual fund share holdings asset | 91.7 | 114.4 | 109.0 | 148.8 | 188.4 | 175.0 | 174.9 | 154.6 | 121.0 | 113.7 | 123.8 | 10 |
| Private pension funds mutual fund share holdings asset (form 5500 data) | 1126.9 | 1278.2 | 1399.0 | 1657.6 | 1848.3 | 1699.1 | 1688.9 | 1558.8 | 1229.5 | 1127.3 | 1325.2 | 11 |
| State and local government employee retirement funds mutual fund shares asset | 207.9 | 235.9 | 248.4 | 287.5 | 296.4 | 265.2 | 260.7 | 236.1 | 181.1 | 162.0 | 188.4 | 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)