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 | 2018 | 2019 | 2020 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | FA653164205 | -63.4 | 208.0 | -229.3 | 114.5 | 350.4 | -1223.8 | 61.4 | 106.2 | 138.8 | 1 |
| Mutual funds; mutual fund shares; liability | FA653164205 | -63.4 | 208.0 | -229.3 | 114.5 | 350.4 | -1223.8 | 61.4 | 106.2 | 138.8 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | FA153064205 | 21.9 | 384.4 | 20.0 | 13.8 | 745.8 | -1070.3 | 258.9 | 457.8 | 433.5 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | FA103064203 | -9.8 | 5.0 | 5.0 | 5.0 | 5.0 | 5.0 | 5.0 | 5.0 | 5.0 | 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 | -5.9 | -2.1 | -0.8 | -0.2 | -1.9 | 0.1 | -2.9 | -0.2 | -0.1 | 6 |
| Credit unions; mutual fund shares; asset | FA473064205 | 0.4 | 0.3 | 0.9 | -0.1 | -0.4 | 1.8 | 0.2 | 0.3 | 1.3 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | FA513064205 | -1.1 | 0.1 | 3.6 | 2.7 | -5.8 | 1.2 | 1.6 | 5.8 | 5.6 | 8 |
| Life insurance companies; mutual fund shares; asset | FA543064205 | -87.1 | -86.7 | -99.2 | -90.8 | -88.5 | -153.6 | -61.1 | -97.6 | -84.4 | 9 |
| Private pension funds; mutual fund shares; asset | FA573064205 | -8.9 | -42.1 | -120.8 | -111.1 | -75.2 | -139.9 | -95.7 | -122.2 | -125.5 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | FA223064205 | -2.7 | 0.8 | -34.7 | 321.9 | -155.0 | -36.7 | 66.3 | -135.7 | -32.8 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | FA263064203 | 28.7 | -53.0 | -4.5 | -27.8 | -74.8 | 167.5 | -112.1 | -8.1 | -65.1 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 11, 2021