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 2019 2018 Q3 2018 Q4 2019 Q1 2019 Q2 2019 Q3 2019 Q4 Line
Mutual funds; mutual fund shares; liability LM653164205 15899.0 14669.8 17659.5 16559.7 14669.8 16179.6 16669.6 16694.7 17659.5 1
Mutual funds; mutual fund shares; liability LM653164205 15899.0 14669.8 17659.5 16559.7 14669.8 16179.6 16669.6 16694.7 17659.5 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 8654.7 7960.8 9682.9 9088.1 7960.8 8806.7 9026.9 9104.2 9682.9 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 303.1 271.0 311.9 305.8 271.0 294.7 300.7 298.6 311.9 4
State and local governments; mutual fund shares; asset LM213064203 80.7 75.9 91.5 84.3 75.9 83.6 86.2 86.6 91.5 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 64.8 52.1 61.7 60.1 52.1 56.7 58.3 58.0 61.7 6
Credit unions; mutual fund shares; asset LM473064205 2.3 2.5 3.3 2.4 2.5 3.0 3.3 3.2 3.3 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 24.4 21.3 29.1 25.8 21.3 23.2 25.1 25.8 29.1 8
Life insurance companies; mutual fund shares; asset LM543064205 1572.3 1402.7 1599.7 1595.1 1402.7 1527.3 1550.6 1532.9 1599.7 9
Private pension funds; mutual fund shares; asset LM573064205 3892.0 3619.1 4301.3 4046.6 3619.1 3982.7 4099.5 4083.5 4301.3 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 476.0 465.3 548.4 506.8 465.3 496.9 511.8 514.2 548.4 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 828.7 799.0 1029.7 844.6 799.0 904.8 1007.2 987.6 1029.7 12

NOTES

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