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 | 2020 | 2021 | 2022 | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | LM653164205 | 19562.6 | 22208.8 | 17333.3 | 21374.9 | 22208.8 | 20698.1 | 17759.6 | 16617.1 | 17333.3 | 1 |
| Mutual funds; mutual fund shares; liability | LM653164205 | 19562.6 | 22208.8 | 17333.3 | 21374.9 | 22208.8 | 20698.1 | 17759.6 | 16617.1 | 17333.3 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | LM153064205 | 10959.6 | 12684.8 | 9642.8 | 12012.4 | 12684.8 | 11736.1 | 9922.5 | 9246.7 | 9642.8 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | LM103064203 | 376.7 | 446.6 | 388.6 | 425.0 | 446.6 | 424.1 | 375.4 | 360.3 | 388.6 | 4 |
| State and local governments; mutual fund shares; asset | LM213064203 | 112.8 | 128.0 | 105.6 | 123.0 | 128.0 | 120.2 | 105.1 | 99.5 | 105.6 | 5 |
| U.S.-chartered depository institutions; mutual fund shares; asset | LM763064203 | 11.5 | 14.9 | 10.1 | 11.6 | 14.9 | 13.1 | 11.0 | 12.4 | 10.1 | 6 |
| Credit unions; mutual fund shares; asset | LM473064205 | 4.8 | 7.1 | 4.9 | 7.4 | 7.1 | 7.4 | 5.7 | 4.3 | 4.9 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | LM513064205 | 29.7 | 36.2 | 28.8 | 33.1 | 36.2 | 34.2 | 27.2 | 26.4 | 28.8 | 8 |
| Life insurance companies; mutual fund shares; asset | LM543064205 | 1701.3 | 1842.9 | 1420.4 | 1785.8 | 1842.9 | 1694.8 | 1444.2 | 1353.9 | 1420.4 | 9 |
| Private pension funds; mutual fund shares; asset | LM573064205 | 4917.6 | 5500.5 | 4442.0 | 5297.3 | 5500.5 | 5147.2 | 4470.0 | 4209.0 | 4442.0 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | LM223064205 | 424.2 | 356.1 | 259.0 | 437.0 | 356.1 | 334.5 | 288.5 | 264.1 | 259.0 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | LM263064203 | 1024.3 | 1191.6 | 1031.2 | 1242.3 | 1191.6 | 1186.5 | 1110.1 | 1040.4 | 1031.2 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 9, 2023