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 | 2020 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | 2021 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | LM653164205 | 15899.0 | 14669.8 | 17659.5 | 19562.6 | 14543.1 | 16776.1 | 17749.3 | 19562.6 | 20270.8 | 1 |
| Mutual funds; mutual fund shares; liability | LM653164205 | 15899.0 | 14669.8 | 17659.5 | 19562.6 | 14543.1 | 16776.1 | 17749.3 | 19562.6 | 20270.8 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | LM153064205 | 8656.9 | 8005.0 | 10044.1 | 11223.4 | 8199.9 | 9520.8 | 10129.1 | 11223.4 | 11661.1 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | LM103064203 | 301.0 | 269.9 | 326.4 | 376.4 | 276.9 | 321.6 | 342.8 | 376.4 | 390.7 | 4 |
| State and local governments; mutual fund shares; asset | LM213064203 | 80.7 | 75.9 | 91.5 | 104.4 | 77.2 | 89.2 | 94.6 | 104.4 | 108.0 | 5 |
| U.S.-chartered depository institutions; mutual fund shares; asset | LM763064203 | 64.8 | 52.1 | 61.6 | 63.4 | 45.6 | 51.9 | 55.4 | 63.4 | 68.1 | 6 |
| Credit unions; mutual fund shares; asset | LM473064205 | 2.3 | 2.5 | 3.3 | 4.8 | 3.2 | 3.8 | 4.0 | 4.8 | 6.1 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | LM513064205 | 24.4 | 21.3 | 25.8 | 29.7 | 21.8 | 25.6 | 28.0 | 29.7 | 31.0 | 8 |
| Life insurance companies; mutual fund shares; asset | LM543064205 | 1572.3 | 1402.5 | 1599.0 | 1702.1 | 1300.3 | 1487.1 | 1551.6 | 1702.1 | 1732.4 | 9 |
| Private pension funds; mutual fund shares; asset | LM573064205 | 3886.7 | 3594.6 | 4238.5 | 4603.7 | 3519.2 | 4021.3 | 4221.4 | 4603.7 | 4749.6 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | LM223064205 | 481.3 | 446.9 | 373.2 | 422.1 | 304.5 | 353.6 | 371.1 | 422.1 | 436.7 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | LM263064203 | 828.7 | 799.0 | 896.1 | 1032.7 | 794.6 | 901.3 | 951.3 | 1032.7 | 1087.2 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: June 10, 2021