Financial Accounts of the United States - Z.1

F.224 Mutual Fund Shares (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates
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Description Series code 2017 2018 2019 2018 Q3 2018 Q4 2019 Q1 2019 Q2 2019 Q3 2019 Q4 Line
Mutual funds; mutual fund shares; liability FA653164205 318.4 -63.3 210.1 114.8 -583.2 210.0 33.9 105.0 491.5 1
Mutual funds; mutual fund shares; liability FA653164205 318.4 -63.3 210.1 114.8 -583.2 210.0 33.9 105.0 491.5 2
Households and nonprofit organizations; mutual fund shares; asset FA153064205 309.1 -25.1 244.8 433.3 -676.2 186.5 -174.4 361.6 605.6 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; mutual fund shares; asset FA213064203 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 5
U.S.-chartered depository institutions; mutual fund shares; asset FA763064203 0.0 -5.9 -1.9 -1.0 -0.5 -6.2 0.1 -0.2 -1.4 6
Credit unions; mutual fund shares; asset FA473064205 0.1 0.4 0.3 -0.0 1.5 0.9 0.7 -0.1 -0.4 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset FA513064205 1.2 -1.1 2.6 -1.4 -4.8 -1.1 4.9 2.7 4.0 8
Life insurance companies; mutual fund shares; asset FA543064205 -75.9 -87.0 -85.3 -88.5 -91.1 -59.2 -101.0 -95.0 -86.1 9
Private pension funds; mutual fund shares; asset FA573064205 40.8 10.8 -10.0 -29.8 -18.7 41.3 5.0 -80.4 -6.0 10
State and local government employee retirement funds; mutual fund shares; asset FA223064205 1.6 24.5 -6.1 -57.0 48.3 -57.6 1.3 7.5 24.3 11
Rest of the world; U.S. mutual fund shares; asset FA263064203 32.6 28.7 74.4 -132.2 166.9 114.1 305.9 -82.5 -39.9 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 12, 2020