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Release Date: June 10, 2010
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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 |
2009 Q1 |
2009 Q2 |
2009 Q3 |
2009 Q4 |
2010 Q1 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds mutual fund shares liability | 4654.2 | 5436.3 | 6048.9 | 7068.3 | 7829.0 | 5435.3 | 5107.8 | 5856.9 | 6625.4 | 6961.6 | 7311.9 | 1 |
| Mutual funds mutual fund shares liability | 4654.2 | 5436.3 | 6048.9 | 7068.3 | 7829.0 | 5435.3 | 5107.8 | 5856.9 | 6625.4 | 6961.6 | 7311.9 | 2 |
| Households and nonprofit organizations mutual fund share holdings asset | 2911.0 | 3427.7 | 3669.1 | 4188.1 | 4596.1 | 3326.0 | 3123.0 | 3545.4 | 3947.0 | 4152.0 | 4318.7 | 3 |
| Nonfarm nonfinancial corporate business mutual fund shares asset | 119.3 | 130.1 | 140.0 | 180.7 | 191.1 | 125.8 | 128.1 | 152.1 | 178.0 | 189.7 | 204.7 | 4 |
| State and local governments, excluding employee retirement funds mutual fund share holdings asset | 25.9 | 27.5 | 29.6 | 32.5 | 34.5 | 27.4 | 26.6 | 34.0 | 42.2 | 44.4 | 47.2 | 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 | 262.0 | 246.2 | 282.3 | 319.4 | 335.6 | 352.5 | 6 |
| U.S.-chartered commercial banks mutual fund shares asset | 17.1 | 18.1 | 17.4 | 24.5 | 29.6 | 19.6 | 33.5 | 36.0 | 49.7 | 46.1 | 52.1 | 7 |
| Credit unions mutual fund share holdings asset | 4.1 | 3.1 | 2.2 | 2.1 | 2.1 | 2.0 | 1.8 | 1.8 | 1.5 | 1.3 | 1.6 | 8 |
| Property-casualty insurance companies mutual fund shares asset | 4.3 | 5.2 | 5.7 | 6.9 | 6.8 | 4.4 | 4.2 | 4.6 | 5.0 | 5.3 | 5.4 | 9 |
| Life insurance companies mutual fund share holdings asset | 91.7 | 114.4 | 109.0 | 148.8 | 188.4 | 121.0 | 113.7 | 123.8 | 136.4 | 140.8 | 144.8 | 10 |
| Private pension funds mutual fund share holdings asset (form 5500 data) | 1126.9 | 1278.2 | 1585.4 | 1880.4 | 2110.6 | 1366.0 | 1268.7 | 1488.7 | 1727.7 | 1817.3 | 1941.5 | 11 |
| State and local government employee retirement funds mutual fund shares asset | 207.9 | 235.9 | 248.4 | 287.5 | 296.4 | 181.1 | 161.9 | 188.1 | 218.3 | 229.2 | 243.4 | 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)