Financial Accounts of the United States - Z.1
L.122 Mutual Funds (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted| Description | Series code | 2017 | 2018 | 2019 | 2019 Q1 | 2019 Q2 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; total financial assets | LM654090000 | 15899.0 | 14669.8 | 17659.5 | 16179.6 | 16669.6 | 16694.7 | 17659.5 | 14543.1 | 16776.1 | 1 |
| Mutual funds; security repurchase agreements; asset | FL652051003 | 98.0 | 81.7 | 102.8 | 105.1 | 107.1 | 102.4 | 102.8 | 107.3 | 102.3 | 2 |
| Mutual funds; debt securities; asset (market value) | LM654022005 | 4514.5 | 4541.8 | 5186.3 | 4733.2 | 4914.9 | 5075.1 | 5186.3 | 4805.1 | 5092.4 | 3 |
| Mutual funds; commercial paper; asset | FL653069100 | 98.0 | 81.7 | 102.8 | 105.1 | 107.1 | 102.4 | 102.8 | 107.3 | 102.3 | 4 |
| Mutual funds; Treasury securities; asset (market value) | LM653061105 | 1090.8 | 1146.4 | 1310.9 | 1175.2 | 1204.1 | 1268.2 | 1310.9 | 1114.1 | 1215.6 | 5 |
| Mutual funds; agency- and GSE-backed securities; asset (market value) | LM653061703 | 600.0 | 603.6 | 654.0 | 584.6 | 608.6 | 632.7 | 654.0 | 682.8 | 555.1 | 6 |
| Mutual funds; municipal securities; asset (market value) | LM653062003 | 688.1 | 693.6 | 831.0 | 737.2 | 773.4 | 805.2 | 831.0 | 786.2 | 817.3 | 7 |
| Mutual funds; corporate and foreign bonds; asset (market value) | LM653063005 | 2037.6 | 2016.6 | 2287.6 | 2131.0 | 2221.8 | 2266.5 | 2287.6 | 2114.6 | 2401.9 | 8 |
| Mutual funds; syndicated loans to nonfinancial corporate business; asset | FL653069803 | 173.7 | 163.3 | 144.1 | 155.4 | 149.7 | 146.4 | 144.1 | 140.5 | 137.4 | 9 |
| Mutual funds; corporate equities; asset | LM653064100 | 10819.6 | 9657.5 | 11934.5 | 10880.2 | 11184.0 | 11073.5 | 11934.5 | 9203.8 | 11172.6 | 10 |
| Mutual funds; unidentified miscellaneous assets | FL653093005 | 293.1 | 225.7 | 291.8 | 305.7 | 313.9 | 297.3 | 291.8 | 286.4 | 271.4 | 11 |
| Mutual funds; total financial assets | LM654090000 | 15899.0 | 14669.8 | 17659.5 | 16179.6 | 16669.6 | 16694.7 | 17659.5 | 14543.1 | 16776.1 | 12 |
| Variable annuity mutual funds; total financial assets (market value) | LM654090500 | 1792.8 | 1590.7 | 1816.3 | 1734.3 | 1760.9 | 1738.5 | 1816.3 | 1479.3 | 1698.3 | 13 |
| Mutual funds; total financial assets in domestic equity funds | LM654091600 | 7477.7 | 6800.1 | 8438.9 | 7718.8 | 7951.5 | 7887.7 | 8438.9 | 6563.1 | 7944.9 | 14 |
| Mutual funds; total financial assets in world equity funds | LM654092603 | 2827.5 | 2427.7 | 2937.3 | 2702.8 | 2765.6 | 2713.6 | 2937.3 | 2257.8 | 2664.1 | 15 |
| Mutual funds; total financial assets in hybrid funds | LM654091403 | 1547.0 | 1384.0 | 1579.0 | 1488.5 | 1514.2 | 1516.7 | 1579.0 | 1304.9 | 1449.8 | 16 |
| Mutual funds; total financial assets in taxable bond funds | LM654091303 | 3400.0 | 3385.6 | 3890.2 | 3551.4 | 3687.1 | 3791.6 | 3890.2 | 3644.0 | 3911.6 | 17 |
| Mutual funds; total financial assets in municipal bond funds | LM654091203 | 665.3 | 675.5 | 814.1 | 719.5 | 753.9 | 785.8 | 814.1 | 773.3 | 805.7 | 18 |
NOTES
- Open-end investment companies including variable annuity mutual funds.
Last Update: September 21, 2020