Financial Accounts of the United States - Z.1
L.122 Mutual Funds (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
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| Description | Series code | 2019 | 2020 | 2021 | 2021 Q1 | 2021 Q2 | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; total financial assets | LM654090000 | 17659.5 | 19562.6 | 22208.8 | 20271.3 | 21459.7 | 21374.9 | 22208.8 | 20698.1 | 17760.0 | 1 |
| Mutual funds; money market fund shares; asset | FL653034003 | 278.9 | 267.2 | 267.8 | 294.3 | 286.8 | 301.6 | 267.8 | 293.5 | 251.8 | 2 |
| Mutual funds; security repurchase agreements (net); asset | FL652051003 | -37.0 | -10.4 | 19.6 | 8.7 | 23.9 | 16.4 | 19.6 | 16.2 | 13.9 | 3 |
| Mutual funds; debt securities; asset (market value) | LM654022005 | 5091.0 | 5539.5 | 5897.8 | 5586.2 | 5762.3 | 5861.0 | 5897.8 | 5553.7 | 5052.5 | 4 |
| Mutual funds; commercial paper; asset | FL653069100 | 52.7 | 50.0 | 39.6 | 53.8 | 49.7 | 49.0 | 39.6 | 39.8 | 34.1 | 5 |
| Mutual funds; Treasury securities; asset (market value) | LM653061105 | 1287.0 | 1315.9 | 1589.3 | 1365.5 | 1486.7 | 1538.7 | 1589.3 | 1519.8 | 1380.1 | 6 |
| Mutual funds; agency- and GSE-backed securities; asset (market value) | LM653061703 | 677.9 | 674.3 | 544.0 | 634.0 | 580.2 | 585.4 | 544.0 | 551.9 | 511.1 | 7 |
| Mutual funds; municipal securities; asset (market value) | LM653062003 | 831.0 | 891.3 | 990.8 | 913.3 | 956.1 | 974.9 | 990.8 | 911.0 | 819.4 | 8 |
| Mutual funds; corporate and foreign bonds; asset (market value) | LM653063005 | 2242.5 | 2608.0 | 2734.1 | 2619.6 | 2689.7 | 2713.0 | 2734.1 | 2531.1 | 2307.8 | 9 |
| Mutual funds; syndicated loans to nonfinancial corporate business; asset | FL653069803 | 118.8 | 88.7 | 144.2 | 104.6 | 121.6 | 131.3 | 144.2 | 164.8 | 154.2 | 10 |
| Mutual funds; corporate equities; asset | LM653064100 | 11934.5 | 13391.1 | 15533.8 | 13977.9 | 14919.4 | 14716.4 | 15533.8 | 14328.6 | 11902.3 | 11 |
| Mutual funds; unidentified miscellaneous assets | FL653093005 | 273.2 | 286.6 | 345.5 | 299.6 | 345.7 | 348.3 | 345.5 | 341.3 | 385.4 | 12 |
| Mutual funds; total financial assets | LM654090000 | 17659.5 | 19562.6 | 22208.8 | 20271.3 | 21459.7 | 21374.9 | 22208.8 | 20698.1 | 17760.0 | 13 |
| Variable annuity mutual funds; total financial assets (market value) | LM654090500 | 1815.1 | 1942.1 | 2109.9 | 1978.3 | 2089.7 | 2042.4 | 2109.9 | 1940.0 | 1648.1 | 14 |
| Mutual funds; total financial assets in domestic equity funds | LM654091600 | 8439.0 | 9524.1 | 11256.9 | 10033.7 | 10714.4 | 10596.8 | 11256.9 | 10499.7 | 8704.3 | 15 |
| Mutual funds; total financial assets in world equity funds | LM654092603 | 2923.4 | 3192.5 | 3458.3 | 3245.8 | 3456.7 | 3383.5 | 3458.3 | 3154.0 | 2669.1 | 16 |
| Mutual funds; total financial assets in hybrid funds | LM654091403 | 1578.3 | 1619.4 | 1868.7 | 1677.1 | 1796.8 | 1795.1 | 1868.7 | 1791.5 | 1591.7 | 17 |
| Mutual funds; total financial assets in taxable bond funds | LM654091303 | 3890.0 | 4337.2 | 4647.8 | 4399.0 | 4570.9 | 4637.6 | 4647.8 | 4361.5 | 3995.2 | 18 |
| Mutual funds; total financial assets in municipal bond funds | LM654091203 | 814.1 | 876.6 | 977.1 | 902.6 | 941.6 | 962.5 | 977.1 | 891.3 | 799.6 | 19 |
NOTES
- Open-end investment companies including variable annuity mutual funds.
Last Update: September 9, 2022