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 2017 2018 2018 Q1 2018 Q2 2018 Q3 2018 Q4 2019 Q1 2019 Q2 2019 Q3 Line
Mutual funds; mutual fund shares; liability FA653164205 318.7 -63.1 161.4 54.1 114.9 -582.9 209.9 33.9 105.2 1
Mutual funds; mutual fund shares; liability FA653164205 318.7 -63.1 161.4 54.1 114.9 -582.9 209.9 33.9 105.2 2
Households and nonprofit organizations; mutual fund shares; asset FA153064205 306.1 -22.5 165.6 -27.9 434.2 -661.8 235.5 -279.8 356.5 3
Nonfinancial corporate business; mutual fund shares; asset FA103064203 7.6 -9.8 -9.8 -9.8 -9.8 -9.8 -9.8 -9.8 -9.8 4
State and local governments, excluding employee retirement funds; mutual fund shares; asset FA213064203 0.5 -4.0 -9.4 0.8 0.8 -8.3 1.1 -1.1 -1.3 5
U.S.-chartered depository institutions; mutual fund shares; asset FA763064203 0.0 -5.9 -21.0 -1.0 -1.0 -0.5 -6.2 0.1 -0.2 6
Credit unions; mutual fund shares; asset FA473064205 0.1 0.4 0.4 -0.4 -0.0 1.5 0.9 0.7 -0.1 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset FA513064205 1.2 -1.1 2.5 -0.8 -1.4 -4.8 -1.1 4.9 2.7 8
Life insurance companies; mutual fund shares; asset FA543064205 -75.9 -87.0 -85.2 -83.0 -88.5 -91.1 -59.2 -101.0 -95.0 9
Private pension funds; mutual fund shares; asset FA573064205 40.8 10.8 46.5 45.2 -29.8 -18.7 41.3 5.0 -4.4 10
State and local government employee retirement funds; mutual fund shares; asset FA223064205 1.6 24.5 57.3 49.5 -57.0 48.3 -103.9 50.8 -15.9 11
Rest of the world; U.S. mutual fund shares; asset FA263064203 36.7 31.6 14.7 81.7 -132.5 162.4 111.5 364.2 -127.2 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: December 12, 2019