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 | 2014 | 2015 | 2016 | 2017 | 2017 Q1 | 2017 Q2 | 2017 Q3 | 2017 Q4 | 2018 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; total financial assets | LM654090000 | 13150.6 | 12897.2 | 13615.6 | 15899 | 14327.1 | 14795.3 | 15347 | 15899 | 15874.3 | 1 |
| Mutual funds; security repurchase agreements; asset | FL652051003 | 94.1 | 81.7 | 84.1 | 98 | 93.5 | 91.5 | 98 | 98 | 92.8 | 2 |
| Mutual funds; debt securities; asset (market value) | LM654022005 | 3834.5 | 3834.2 | 4077.1 | 4505 | 4191.4 | 4337.3 | 4434.2 | 4505 | 4497.3 | 3 |
| Mutual funds; commercial paper; asset | LM653069100 | 94.1 | 81.7 | 84.1 | 98 | 93.5 | 91.5 | 98 | 98 | 92.8 | 4 |
| Mutual funds; Treasury securities; asset (market value) | LM653061105 | 682.9 | 826.6 | 902.6 | 1097.2 | 932.9 | 916.5 | 1039.4 | 1097.2 | 1108 | 5 |
| Mutual funds; agency- and GSE-backed securities; asset (market value) | LM653061703 | 689.8 | 584.9 | 596.4 | 593.6 | 580 | 689.7 | 611.4 | 593.6 | 603.6 | 6 |
| Mutual funds; municipal securities; asset (market value) | LM653062003 | 586.6 | 603.7 | 632.2 | 688.1 | 646.6 | 666.5 | 680.4 | 688.1 | 687.6 | 7 |
| Mutual funds; corporate and foreign bonds; asset (market value) | LM653063005 | 1781.2 | 1737.3 | 1861.9 | 2028.1 | 1938.4 | 1973 | 2005 | 2028.1 | 2005.3 | 8 |
| Mutual funds; syndicated loans to nonfinancial corporate business; asset | FL653069803 | 154.5 | 138.9 | 157.5 | 183.2 | 166.1 | 176.2 | 182 | 183.2 | 182.2 | 9 |
| Mutual funds; corporate equities; asset | LM653064100 | 8799.2 | 8625.3 | 9069.9 | 10819.6 | 9604.9 | 9923.3 | 10351.3 | 10819.6 | 10658.1 | 10 |
| Mutual funds; unidentified miscellaneous assets | FL653093005 | 268.3 | 217.1 | 227 | 293.1 | 271.3 | 266.9 | 281.4 | 293.1 | 443.8 | 11 |
| Mutual funds; total financial assets | LM654090000 | 13150.6 | 12897.2 | 13615.6 | 15899 | 14327.1 | 14795.3 | 15347 | 15899 | 15874.3 | 12 |
| Variable annuity mutual funds; total financial assets (market value) | LM654090500 | 1672.3 | 1597.1 | 1638.2 | 1794.4 | 1689.1 | 1715.6 | 1754.3 | 1794.4 | 1757.7 | 13 |
| Mutual funds; total financial assets in domestic equity funds | LM654091603 | 6232.6 | 6045.5 | 6414.7 | 7481.8 | 6762.6 | 6934.9 | 7176.5 | 7481.8 | 7417.9 | 14 |
| Mutual funds; total financial assets in world equity funds | LM654092603 | 2081.4 | 2104.1 | 2162.5 | 2824.2 | 2359.7 | 2524 | 2688.7 | 2824.2 | 2862.5 | 15 |
| Mutual funds; total financial assets in hybrid funds | LM654091403 | 1374.1 | 1334.3 | 1388.7 | 1525.7 | 1433.9 | 1454.3 | 1489.9 | 1525.7 | 1498.8 | 16 |
| Mutual funds; total financial assets in taxable bond funds | LM654091303 | 2894.1 | 2820 | 3036 | 3402 | 3148.2 | 3239.7 | 3331.4 | 3402 | 3424.3 | 17 |
| Mutual funds; total financial assets in municipal bond funds | LM654091203 | 566.5 | 593.4 | 613.7 | 665.3 | 628.6 | 646.5 | 660.6 | 665.3 | 670.7 | 18 |
NOTES
- Open-end investment companies including variable annuity mutual funds.
Last Update: June 7, 2018