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 | 2017 | 2018 | 2018 Q1 | 2018 Q2 | 2018 Q3 | 2018 Q4 | 2019 Q1 | 2019 Q2 | 2019 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | LM653164205 | 15899.0 | 14669.8 | 15874.3 | 16077.2 | 16559.7 | 14669.8 | 16179.6 | 16669.6 | 16694.5 | 1 |
| Mutual funds; mutual fund shares; liability | LM653164205 | 15899.0 | 14669.8 | 15874.3 | 16077.2 | 16559.7 | 14669.8 | 16179.6 | 16669.6 | 16694.5 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | LM153064205 | 8632.2 | 7942.4 | 8657.4 | 8739.4 | 9063.7 | 7942.4 | 8798.8 | 8992.5 | 9068.1 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | LM103064203 | 303.1 | 271.0 | 298.6 | 299.4 | 305.8 | 271.0 | 294.7 | 300.7 | 298.6 | 4 |
| State and local governments, excluding employee retirement funds; mutual fund shares; asset | LM213064203 | 99.1 | 88.0 | 96.1 | 97.3 | 100.4 | 88.0 | 96.7 | 99.2 | 99.0 | 5 |
| U.S.-chartered depository institutions; mutual fund shares; asset | LM763064203 | 64.8 | 52.1 | 57.7 | 57.7 | 60.1 | 52.1 | 56.7 | 58.3 | 58.0 | 6 |
| Credit unions; mutual fund shares; asset | LM473064205 | 2.3 | 2.5 | 2.4 | 2.3 | 2.4 | 2.5 | 3.0 | 3.3 | 3.2 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | LM513064205 | 24.4 | 21.3 | 24.8 | 25.2 | 25.8 | 21.3 | 23.2 | 25.1 | 25.8 | 8 |
| Life insurance companies; mutual fund shares; asset | LM543064205 | 1572.3 | 1402.7 | 1540.1 | 1556.0 | 1595.1 | 1402.7 | 1527.3 | 1550.6 | 1532.9 | 9 |
| Private pension funds; mutual fund shares; asset | LM573064205 | 3892.0 | 3619.1 | 3878.8 | 3934.1 | 4046.6 | 3619.1 | 3982.7 | 4099.5 | 4102.5 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | LM223064205 | 476.0 | 465.3 | 487.3 | 505.3 | 506.8 | 465.3 | 485.3 | 512.2 | 508.8 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | LM263064203 | 832.8 | 805.3 | 831.0 | 860.5 | 852.9 | 805.3 | 911.1 | 1028.2 | 997.5 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: December 12, 2019