Financial Accounts of the United States - Z.1
L.122 Mutual Funds (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted| Description | Series code | 2013 | 2014 | 2015 | 2016 | 2016 Q1 | 2016 Q2 | 2016 Q3 | 2016 Q4 | 2017 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; total financial assets | LM654090000 | 12333.0 | 13150.6 | 12897.2 | 13615.6 | 12962.1 | 13208.8 | 13682.6 | 13615.6 | 14327.1 | 1 |
| Mutual funds; security repurchase agreements; asset | FL652051003 | 84.2 | 94.1 | 81.7 | 84.1 | 86.8 | 84.3 | 84.5 | 84.1 | 95.4 | 2 |
| Mutual funds; debt securities; asset (market value) | LM654022005 | 3630.3 | 3834.5 | 3834.2 | 4077.1 | 3930.6 | 4103.6 | 4214.5 | 4077.1 | 4150.7 | 3 |
| Mutual funds; commercial paper; asset | LM653069100 | 84.2 | 94.1 | 81.7 | 84.1 | 86.8 | 84.3 | 84.5 | 84.1 | 95.4 | 4 |
| Mutual funds; Treasury securities; asset (market value) | LM653061105 | 472.8 | 682.9 | 826.6 | 865.5 | 840.4 | 879.8 | 898.2 | 865.5 | 872.2 | 5 |
| Mutual funds; agency- and GSE-backed securities; asset (market value) | LM653061703 | 873.6 | 689.8 | 584.9 | 633.5 | 604.6 | 629.6 | 644.5 | 633.5 | 639.2 | 6 |
| Mutual funds; municipal securities; asset (market value) | LM653062003 | 529.6 | 586.6 | 603.7 | 632.2 | 628.8 | 668.2 | 683.4 | 632.2 | 646.1 | 7 |
| Mutual funds; corporate and foreign bonds; asset (market value) | LM653063005 | 1670.0 | 1781.2 | 1737.3 | 1861.9 | 1769.9 | 1841.7 | 1903.8 | 1861.9 | 1897.9 | 8 |
| Mutual funds; syndicated loans to nonfinancial corporate business; asset | FL653069803 | 145.1 | 154.5 | 138.9 | 157.5 | 144.4 | 139.5 | 147.1 | 157.5 | 166.1 | 9 |
| Mutual funds; corporate equities; asset | LM653064100 | 8227.3 | 8799.2 | 8625.3 | 9069.9 | 8555.7 | 8649.3 | 9007.5 | 9069.9 | 9536.7 | 10 |
| Mutual funds; unidentified miscellaneous assets | FL653093005 | 246.2 | 268.3 | 217.1 | 227.0 | 244.6 | 232.0 | 229.0 | 227.0 | 378.2 | 11 |
| Mutual funds; total financial assets | LM654090000 | 12333.0 | 13150.6 | 12897.2 | 13615.6 | 12962.1 | 13208.8 | 13682.6 | 13615.6 | 14327.1 | 12 |
| Variable annuity mutual funds; total financial assets (market value) | LM654090500 | 1629.3 | 1671.2 | 1596.1 | 1637.1 | 1583.5 | 1597.2 | 1642.0 | 1637.1 | 1687.9 | 13 |
| Mutual funds; total financial assets in domestic equity funds | LM654091603 | 5726.6 | 6232.6 | 6045.6 | 6414.9 | 5997.6 | 6087.0 | 6307.1 | 6414.9 | 6760.5 | 14 |
| Mutual funds; total financial assets in world equity funds | LM654092603 | 2036.1 | 2081.4 | 2102.4 | 2162.5 | 2118.6 | 2116.9 | 2234.1 | 2162.5 | 2357.3 | 15 |
| Mutual funds; total financial assets in hybrid funds | LM654091403 | 1285.0 | 1374.1 | 1334.3 | 1388.7 | 1341.7 | 1373.7 | 1401.1 | 1388.7 | 1433.0 | 16 |
| Mutual funds; total financial assets in taxable bond funds | LM654091303 | 2786.0 | 2894.1 | 2820.0 | 3035.8 | 2886.4 | 2982.5 | 3073.6 | 3035.8 | 3147.8 | 17 |
| Mutual funds; total financial assets in municipal bond funds | LM654091203 | 499.3 | 566.5 | 593.4 | 613.7 | 615.7 | 649.6 | 664.7 | 613.7 | 628.6 | 18 |
NOTES
- Open-end investment companies including variable annuity mutual funds.
Last Update: June 8, 2017