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 2018 2019 2020 2019 Q3 2019 Q4 2020 Q1 2020 Q2 2020 Q3 2020 Q4 Line
Mutual funds; mutual fund shares; liability LM653164205 14669.8 17659.5 19562.6 16694.7 17659.5 14543.1 16776.1 17749.3 19562.6 1
Mutual funds; mutual fund shares; liability LM653164205 14669.8 17659.5 19562.6 16694.7 17659.5 14543.1 16776.1 17749.3 19562.6 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 8006.0 10041.6 11274.9 9376.9 10041.6 8199.8 9520.2 10160.3 11274.9 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 270.9 327.3 374.4 309.8 327.3 276.2 319.4 339.1 374.4 4
State and local governments; mutual fund shares; asset LM213064203 75.9 91.5 104.4 86.6 91.5 77.2 89.2 94.6 104.4 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 52.1 61.6 63.4 58.0 61.6 45.6 51.9 55.4 63.4 6
Credit unions; mutual fund shares; asset LM473064205 2.5 3.3 4.8 3.2 3.3 3.2 3.8 4.0 4.8 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 21.3 25.8 35.0 25.8 25.8 22.0 26.4 29.4 35.0 8
Life insurance companies; mutual fund shares; asset LM543064205 1402.5 1599.0 1703.5 1533.4 1599.0 1300.6 1487.6 1552.3 1703.5 9
Private pension funds; mutual fund shares; asset LM573064205 3594.6 4239.5 4603.2 4041.0 4239.5 3520.0 4022.3 4221.5 4603.2 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 444.9 373.8 384.7 391.0 373.8 304.0 368.1 356.2 384.7 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 799.0 896.1 1014.1 868.9 896.1 794.6 887.3 936.4 1014.1 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 11, 2021