Financial Accounts of the United States - Z.1

F.224 Mutual Fund Shares (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates

Description Series code 2015 2016 2017 2018 2018 Q1 2018 Q2 2018 Q3 2018 Q4 2019 Q1 Line
Mutual funds; mutual fund shares; liability FA653164205 98.9 28.8 318.8 -67.3 182.7 82.8 124.8 -659.3 236.1 1
Mutual funds; mutual fund shares; liability FA653164205 98.9 28.8 318.8 -67.3 182.7 82.8 124.8 -659.3 236.1 2
Households and nonprofit organizations; mutual fund shares; asset FA153064205 92.8 58.1 330.1 -70.4 255.1 32.7 397.7 -967.2 435.7 3
Nonfinancial corporate business; mutual fund shares; asset FA103064203 12.3 -3.3 7.6 -9.9 -9.9 -9.9 -9.9 -9.9 -9.9 4
State and local governments, excluding employee retirement funds; mutual fund shares; asset FA213064203 0.9 0.4 -0.9 -3.2 -5.5 2.4 2.3 -12.2 -2.9 5
U.S.-chartered depository institutions; mutual fund shares; asset FA763064203 -0.9 -1.8 0.0 -5.9 -21.0 -1.1 -0.9 -0.5 -6.1 6
Credit unions; mutual fund shares; asset FA473064205 -0.1 -0.1 0.1 0.3 0.4 -0.4 -0.0 1.4 0.3 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset FA513064205 0.7 -3.7 1.2 -1.0 2.5 -0.8 -1.4 -4.4 -1.1 8
Life insurance companies; mutual fund shares; asset FA543064205 -30.8 -44.4 -75.9 -91.3 -85.1 -77.0 -86.0 -117.3 -58.6 9
Private pension funds; mutual fund shares; asset FA573064205 -8.6 13.5 25.3 2.4 6.6 32.6 7.7 -37.3 37.6 10
State and local government employee retirement funds; mutual fund shares; asset FA223064205 30.8 -49.4 -4.2 12.7 25.4 22.8 -52.4 55.1 40.3 11
Rest of the world; U.S. mutual fund shares; asset FA263064203 1.8 59.5 35.4 99.1 14.3 81.5 -132.3 433.0 -199.1 12


NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: June 6, 2019