Financial Accounts of the United States - Z.1
L.122 Mutual Funds (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjustedDescription | Series code | 2016 | 2017 | 2018 | 2017 Q3 | 2017 Q4 | 2018 Q1 | 2018 Q2 | 2018 Q3 | 2018 Q4 | Line |
---|---|---|---|---|---|---|---|---|---|---|---|
Mutual funds; total financial assets | LM654090000 | 13615.6 | 15899.0 | 14669.8 | 15347.0 | 15899.0 | 15874.3 | 16077.2 | 16559.7 | 14669.8 | 1 |
Mutual funds; security repurchase agreements; asset | FL652051003 | 84.1 | 98.0 | 79.4 | 98.0 | 98.0 | 94.6 | 89.6 | 88.4 | 79.4 | 2 |
Mutual funds; debt securities; asset (market value) | LM654022005 | 4077.1 | 4514.5 | 4614.8 | 4438.8 | 4514.5 | 4575.6 | 4624.5 | 4669.0 | 4614.8 | 3 |
Mutual funds; commercial paper; asset | LM653069100 | 84.1 | 98.0 | 79.4 | 98.0 | 98.0 | 94.6 | 89.6 | 88.4 | 79.4 | 4 |
Mutual funds; Treasury securities; asset (market value) | LM653061105 | 901.9 | 1098.6 | 1182.2 | 1039.9 | 1098.6 | 1091.3 | 1111.5 | 1123.8 | 1182.2 | 5 |
Mutual funds; agency- and GSE-backed securities; asset (market value) | LM653061703 | 597.0 | 592.1 | 671.4 | 610.8 | 592.1 | 620.2 | 634.6 | 641.6 | 671.4 | 6 |
Mutual funds; municipal securities; asset (market value) | LM653062003 | 632.2 | 688.1 | 697.6 | 680.4 | 688.1 | 690.4 | 698.7 | 701.9 | 697.6 | 7 |
Mutual funds; corporate and foreign bonds; asset (market value) | LM653063005 | 1861.9 | 2037.6 | 1984.2 | 2009.5 | 2037.6 | 2079.1 | 2090.1 | 2113.3 | 1984.2 | 8 |
Mutual funds; syndicated loans to nonfinancial corporate business; asset | FL653069803 | 157.5 | 173.7 | 163.3 | 177.4 | 173.7 | 164.8 | 173.2 | 176.8 | 163.3 | 9 |
Mutual funds; corporate equities; asset | LM653064100 | 9069.9 | 10819.6 | 9674.2 | 10351.3 | 10819.6 | 10761.9 | 10930.5 | 11367.3 | 9674.2 | 10 |
Mutual funds; unidentified miscellaneous assets | FL653093005 | 227.0 | 293.1 | 138.1 | 281.4 | 293.1 | 277.3 | 259.4 | 258.2 | 138.1 | 11 |
Mutual funds; total financial assets | LM654090000 | 13615.6 | 15899.0 | 14669.8 | 15347.0 | 15899.0 | 15874.3 | 16077.2 | 16559.7 | 14669.8 | 12 |
Variable annuity mutual funds; total financial assets (market value) | LM654090500 | 1636.3 | 1792.8 | 1586.6 | 1752.0 | 1792.8 | 1755.0 | 1771.2 | 1816.7 | 1586.6 | 13 |
Mutual funds; total financial assets in domestic equity funds | LM654091603 | 6412.0 | 7478.6 | 6798.6 | 7173.4 | 7478.6 | 7414.8 | 7650.0 | 8060.4 | 6798.6 | 14 |
Mutual funds; total financial assets in world equity funds | LM654092603 | 2165.3 | 2827.3 | 2426.1 | 2691.7 | 2827.3 | 2865.6 | 2815.0 | 2831.1 | 2426.1 | 15 |
Mutual funds; total financial assets in hybrid funds | LM654091403 | 1399.9 | 1545.4 | 1383.3 | 1507.1 | 1545.4 | 1519.2 | 1517.6 | 1545.8 | 1383.3 | 16 |
Mutual funds; total financial assets in taxable bond funds | LM654091303 | 3034.5 | 3400.0 | 3386.4 | 3329.5 | 3400.0 | 3422.2 | 3436.5 | 3496.3 | 3386.4 | 17 |
Mutual funds; total financial assets in municipal bond funds | LM654091203 | 613.7 | 665.3 | 675.4 | 660.6 | 665.3 | 670.7 | 676.6 | 681.1 | 675.4 | 18 |
NOTES
- Open-end investment companies including variable annuity mutual funds.
Last Update: March 7, 2019