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 | 2017 | 2018 | 2019 | 2020 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | 2021 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | FA653164205 | 318.4 | -63.4 | 208.0 | -226.8 | -1223.8 | 61.4 | 106.2 | 149.1 | 362.0 | 1 |
| Mutual funds; mutual fund shares; liability | FA653164205 | 318.4 | -63.4 | 208.0 | -226.8 | -1223.8 | 61.4 | 106.2 | 149.1 | 362.0 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | FA153064205 | 308.7 | 19.1 | 387.1 | -35.2 | -1080.6 | 258.5 | 328.0 | 353.3 | 355.3 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | FA103064203 | 8.0 | -9.0 | 5.3 | 10.6 | 10.6 | 10.6 | 10.6 | 10.6 | 10.6 | 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 | -2.1 | -0.8 | 0.1 | -2.9 | -0.2 | -0.1 | 0.0 | 6 |
| Credit unions; mutual fund shares; asset | FA473064205 | 0.1 | 0.4 | 0.3 | 0.9 | 1.8 | 0.2 | 0.3 | 1.3 | 4.5 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | FA513064205 | 1.2 | -1.1 | 0.1 | 0.8 | 1.7 | 1.0 | 5.2 | -4.6 | 1.3 | 8 |
| Life insurance companies; mutual fund shares; asset | FA543064205 | -75.9 | -87.1 | -86.7 | -99.3 | -153.5 | -61.3 | -97.7 | -84.5 | -112.1 | 9 |
| Private pension funds; mutual fund shares; asset | FA573064205 | 41.0 | -9.0 | -43.0 | -119.3 | -139.9 | -95.7 | -118.7 | -122.8 | 6.1 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | FA223064205 | 1.3 | -0.7 | -1.2 | 2.3 | -32.6 | 5.9 | -14.7 | 50.7 | 4.8 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | FA263064203 | 32.6 | 28.7 | -53.0 | 11.9 | 167.5 | -56.0 | -7.8 | -56.1 | 90.3 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: June 10, 2021