Financial Accounts of the United States - Z.1
L.226 Mutual Fund Shares (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjustedDescription | Series code | 2020 | 2021 | 2022 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | Line |
---|---|---|---|---|---|---|---|---|---|---|---|
Mutual funds; mutual fund shares; liability | LM653164205 | 19562.6 | 22208.8 | 17333.4 | 20698.1 | 17759.6 | 16617.1 | 17333.4 | 18166.2 | 18849.5 | 1 |
Mutual funds; mutual fund shares; liability | LM653164205 | 19562.6 | 22208.8 | 17333.4 | 20698.1 | 17759.6 | 16617.1 | 17333.4 | 18166.2 | 18849.5 | 2 |
Households and nonprofit organizations; mutual fund shares; asset | LM153064205 | 10988.9 | 12820.1 | 9763.8 | 11864.5 | 10047.5 | 9359.1 | 9763.8 | 10196.7 | 10654.9 | 3 |
Nonfinancial corporate business; mutual fund shares; asset | LM103064203 | 375.7 | 444.4 | 358.5 | 415.1 | 360.7 | 339.7 | 358.5 | 375.3 | 389.7 | 4 |
State and local governments; mutual fund shares; asset | LM213064203 | 112.8 | 128 | 105.6 | 120.2 | 105.1 | 99.5 | 105.6 | 111.2 | 116.1 | 5 |
U.S.-chartered depository institutions; mutual fund shares; asset | LM763064203 | 11.5 | 14.9 | 10.1 | 13.1 | 11 | 12.4 | 10.1 | 10.2 | 11.1 | 6 |
Credit unions; mutual fund shares; asset | LM473064205 | 4.8 | 7.1 | 4.2 | 7.4 | 5.7 | 4.3 | 4.2 | 4 | 4.3 | 7 |
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | LM513064205 | 29.7 | 36.2 | 30.8 | 34.8 | 28.5 | 28.3 | 30.8 | 31.2 | 32.5 | 8 |
Life insurance companies; mutual fund shares; asset | LM543064205 | 1701.3 | 1842.9 | 1422.3 | 1695.5 | 1445.5 | 1355.8 | 1422.3 | 1470.8 | 1515.5 | 9 |
Private pension funds; mutual fund shares; asset | LM573064205 | 4900.4 | 5430 | 4378.4 | 5083.1 | 4409.5 | 4146.6 | 4378.4 | 4629.3 | 4787.3 | 10 |
State and local government employee retirement funds; mutual fund shares; asset | LM223064205 | 413.1 | 297.3 | 229.3 | 281.1 | 245.3 | 228.6 | 229.3 | 273 | 290.5 | 11 |
Rest of the world; U.S. mutual fund shares; asset | LM263064203 | 1024.3 | 1187.9 | 1030.3 | 1183.2 | 1100.8 | 1042.7 | 1030.3 | 1064.7 | 1047.6 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: September 11, 2023