Financial Accounts of the United States - Z.1
L.226 Mutual Fund Shares (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
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| Description | Series code | 2020 | 2021 | 2022 | 2023 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | LM653164205 | 19562.6 | 22208.8 | 17333.4 | 19599.7 | 18166.2 | 18850.5 | 18106.6 | 19599.7 | 20830.7 | 1 |
| Mutual funds; mutual fund shares; liability | LM653164205 | 19562.6 | 22208.8 | 17333.4 | 19599.7 | 18166.2 | 18850.5 | 18106.6 | 19599.7 | 20830.7 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | LM153064205 | 10996.3 | 12829.6 | 9739.4 | 10950 | 10170.2 | 10599.9 | 10141.5 | 10950 | 11708.3 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | LM103064203 | 375.7 | 444.4 | 358.5 | 407.4 | 375.3 | 389.8 | 375.2 | 407.4 | 431.6 | 4 |
| State and local governments; mutual fund shares; asset | LM213064203 | 112.8 | 128 | 105.6 | 122.6 | 111.2 | 116.1 | 112.4 | 122.6 | 130.5 | 5 |
| U.S.-chartered depository institutions; mutual fund shares; asset | LM763064203 | 11.5 | 14.9 | 10.1 | 10.5 | 10.2 | 11.1 | 9.8 | 10.5 | 10.6 | 6 |
| Credit unions; mutual fund shares; asset | LM473064205 | 4.8 | 7.1 | 4.2 | 4 | 4 | 4 | 3.5 | 4 | 4.2 | 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 | 31.2 | 32.5 | 31 | 34 | 35.8 | 8 |
| Life insurance companies; mutual fund shares; asset | LM543064205 | 1694.6 | 1832.3 | 1413.5 | 1533.4 | 1460.5 | 1503.7 | 1423.5 | 1533.4 | 1605 | 9 |
| Private pension funds; mutual fund shares; asset | LM573064205 | 4900.4 | 5430.1 | 4382.2 | 5059.6 | 4619.8 | 4798.6 | 4627.4 | 5059.6 | 5361 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | LM223064205 | 412.5 | 298.3 | 207.6 | 250.9 | 274.4 | 252.4 | 236.2 | 250.9 | 268.7 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | LM263064203 | 1024.3 | 1187.9 | 1081.4 | 1227.4 | 1109.5 | 1142.5 | 1146.3 | 1227.4 | 1275 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: June 7, 2024