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 2016 2017 2018 2017 Q3 2017 Q4 2018 Q1 2018 Q2 2018 Q3 2018 Q4 Line
Mutual funds; mutual fund shares; liability LM653164205 13615.6 15899.0 14669.8 15347.0 15899.0 15874.3 16077.2 16559.7 14669.8 1
Mutual funds; mutual fund shares; liability LM653164205 13615.6 15899.0 14669.8 15347.0 15899.0 15874.3 16077.2 16559.7 14669.8 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 7218.7 8529.1 7811.1 8227.4 8529.1 8567.7 8645.9 8957.1 7811.1 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 236.9 276.5 261.6 267.0 276.5 276.1 280.5 290.1 261.6 4
State and local governments, excluding employee retirement funds; mutual fund shares; asset LM213064203 83.9 94.6 87.2 91.4 94.6 92.6 94.2 97.9 87.2 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 55.9 64.8 52.2 61.2 64.8 57.7 57.7 60.1 52.2 6
Credit unions; mutual fund shares; asset LM473064205 1.9 2.3 2.0 2.3 2.3 2.4 2.3 2.4 2.0 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 20.0 24.4 24.0 23.2 24.4 24.8 25.5 27.1 24.0 8
Life insurance companies; mutual fund shares; asset LM543064205 1537.3 1727.0 1525.6 1678.4 1727.0 1694.3 1710.5 1751.0 1525.6 9
Private pension funds; mutual fund shares; asset LM573064205 3326.3 3845.4 3568.0 3710.7 3845.4 3822.4 3873.8 3994.2 3568.0 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 441.8 505.1 462.2 492.0 505.1 508.3 521.0 522.7 462.2 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 692.8 829.9 875.9 793.4 829.9 827.8 865.8 857.0 875.9 12


NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 7, 2019