Financial Accounts of the United States - Z.1
F.226 Mutual Fund Shares (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates| Description | Series code | 2020 | 2021 | 2022 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | FA653164205 | -229.1 | 215.7 | -800.6 | -444.3 | -1155.1 | -589.1 | -1013.8 | -147.9 | -318 | 1 |
| Mutual funds; mutual fund shares; liability | FA653164205 | -229.1 | 215.7 | -800.6 | -444.3 | -1155.1 | -589.1 | -1013.8 | -147.9 | -318 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | FA153064205 | -159.8 | 541.7 | -712.5 | -603.6 | -1256.5 | -445.9 | -544 | -176 | 153.3 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | FA103064203 | 9.9 | 22 | -4.4 | -4.4 | -4.4 | -4.4 | -4.4 | -4.4 | -4.4 | 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 | 1.5 | 2 | -2.3 | -3.4 | -1.9 | 8.2 | -12.3 | -1.7 | 2 | 6 |
| Credit unions; mutual fund shares; asset | FA473064205 | 0.9 | 1.6 | -1.4 | 2.9 | -3 | -4.2 | -1.4 | -1.7 | 0.3 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | FA513064205 | 0.9 | -1 | -0.6 | 1.8 | -8.2 | 2.8 | 1.5 | -5.8 | -0.1 | 8 |
| Life insurance companies; mutual fund shares; asset | FA543064205 | -99.2 | -136.1 | -87 | -124.4 | -104.8 | -71.5 | -47.4 | -126.4 | -97.6 | 9 |
| Private pension funds; mutual fund shares; asset | FA573064205 | 19.7 | -83.5 | -50.4 | -7.8 | -57.9 | -73.9 | -61.9 | 107.6 | -153.1 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | FA223064205 | -3.5 | -164 | -12.7 | 10.8 | 2.3 | -12.5 | -51.3 | 127.7 | 24.1 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | FA263064203 | -0.7 | 31.8 | 69.5 | 282.5 | 278.2 | 11 | -293.6 | -68.4 | -243.8 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: September 11, 2023