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 2015 2016 2017 2018 2018 Q1 2018 Q2 2018 Q3 2018 Q4 2019 Q1 Line
Mutual funds; mutual fund shares; liability LM653164205 12897.2 13615.6 15899.0 14669.8 15874.3 16077.2 16559.7 14669.8 16179.6 1
Mutual funds; mutual fund shares; liability LM653164205 12897.2 13615.6 15899.0 14669.8 15874.3 16077.2 16559.7 14669.8 16179.6 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 6944.1 7295.2 8656.9 7920.0 8699.0 8791.1 9105.9 7920.0 8813.6 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 248.2 258.2 303.1 271.0 298.6 299.4 305.8 271.0 294.7 4
State and local governments, excluding employee retirement funds; mutual fund shares; asset LM213064203 79.2 83.9 94.9 84.8 92.9 94.5 97.9 84.8 92.2 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 53.0 55.9 64.8 52.1 57.7 57.7 60.1 52.1 56.7 6
Credit unions; mutual fund shares; asset LM473064205 1.9 1.9 2.3 2.5 2.4 2.3 2.4 2.5 2.8 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 19.1 20.0 24.4 21.4 24.8 25.2 25.8 21.4 23.3 8
Life insurance companies; mutual fund shares; asset LM543064205 1397.4 1439.5 1572.3 1398.7 1540.1 1556.0 1595.1 1398.7 1527.3 9
Private pension funds; mutual fund shares; asset LM573064205 3088.1 3326.3 3845.4 3567.5 3822.4 3873.8 3993.5 3567.5 3924.7 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 465.6 441.8 505.1 481.5 508.3 520.0 523.5 481.5 539.6 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 600.6 692.8 829.9 870.4 827.9 857.3 849.7 870.4 904.7 12


NOTES

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