Financial Accounts of the United States - Z.1

L.224 Mutual Fund Shares (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2014 2015 2016 2016 Q1 2016 Q2 2016 Q3 2016 Q4 2017 Q1 2017 Q2 Line
Mutual funds; mutual fund shares; liability LM653164205 13150.6 12897.2 13615.6 12962.1 13208.8 13682.6 13615.6 14327.1 14800.0 1
Mutual funds; mutual fund shares; liability LM653164205 13150.6 12897.2 13615.6 12962.1 13208.8 13682.6 13615.6 14327.1 14800.0 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 6835.2 6725.1 7218.6 6779.4 6951.5 7235.2 7218.6 7667.7 7969.8 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 234.6 235.7 238.1 233.6 235.1 240.8 238.1 246.4 250.5 4
State and local governments, excluding employee retirement funds; mutual fund shares; asset LM213064203 84.4 85.3 92.8 85.8 87.3 90.4 92.8 95.6 97.2 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 59.7 54.9 58.0 56.3 57.7 57.0 58.0 60.6 60.7 6
Credit unions; mutual fund shares; asset LM473064205 2.1 1.9 1.9 1.9 2.0 2.0 1.9 2.1 2.1 7
Property-casualty insurance companies; mutual fund shares; asset LM513064203 18.2 18.4 19.3 17.9 18.4 19.2 19.3 20.6 21.5 8
Life insurance companies; mutual fund shares; asset LM543064205 1680.9 1608.4 1538.0 1572.0 1560.9 1574.7 1538.0 1584.5 1609.2 9
Private pension funds; mutual fund shares; asset LM573064205 3175.5 3090.0 3284.2 3124.0 3180.4 3287.8 3284.2 3448.6 3541.7 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 448.2 476.9 479.3 473.5 487.0 500.4 479.3 493.3 505.1 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 611.7 600.6 685.3 617.6 628.5 675.2 685.3 707.7 742.3 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market mutual funds and exchange-traded funds.
Last Update: September 21, 2017