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 | 2022 | 2023 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; total financial assets | LM654090000 | 17333.4 | 19599.7 | 18166.2 | 18850.5 | 18106.6 | 19599.7 | 20830.7 | 20994.6 | 22027.8 | 1 |
| Mutual funds; money market fund shares; asset | FL653034003 | 224.6 | 223.9 | 228.3 | 228 | 215.8 | 223.9 | 227.2 | 224.2 | 235.2 | 2 |
| Mutual funds; security repurchase agreements (net); asset | FL652051003 | 25.9 | 21.4 | 34.8 | 41.5 | 26.2 | 21.4 | 18.2 | 16.5 | 17.3 | 3 |
| Mutual funds; debt securities; asset (market value) | LM654022005 | 4794 | 5065.6 | 4931.2 | 4975.9 | 4861.5 | 5065.6 | 5193.2 | 5227.3 | 5490.6 | 4 |
| Mutual funds; commercial paper; asset | FL653069100 | 39.8 | 39 | 38.5 | 47.5 | 51.3 | 39 | 40.9 | 37.2 | 39.1 | 5 |
| Mutual funds; Treasury securities; asset (market value) | LM653061105 | 1342.3 | 1373.3 | 1369.6 | 1345.6 | 1317.6 | 1373.3 | 1388.3 | 1406.1 | 1473.9 | 6 |
| Mutual funds; agency- and GSE-backed securities; asset (market value) | LM653061703 | 536.9 | 701.8 | 591.2 | 648.8 | 653.1 | 701.8 | 712 | 728.6 | 753.6 | 7 |
| Mutual funds; municipal securities; asset (market value) | LM653062003 | 745.8 | 756.1 | 764.9 | 763.9 | 727.9 | 756.1 | 771.1 | 779.6 | 810.9 | 8 |
| Mutual funds; corporate and foreign bonds; asset (market value) | LM653063005 | 2129.1 | 2195.4 | 2167 | 2170.2 | 2111.7 | 2195.4 | 2280.9 | 2275.9 | 2413.1 | 9 |
| Mutual funds; syndicated loans to nonfinancial corporate business; asset | FL653069803 | 125.4 | 109.7 | 115.2 | 107.7 | 109.7 | 109.7 | 111.8 | 116.4 | 113 | 10 |
| Mutual funds; corporate equities; asset | LM653064100 | 11867 | 13882.1 | 12537.1 | 13229.7 | 12605.5 | 13882.1 | 14994.6 | 15149.6 | 15911.6 | 11 |
| Mutual funds; unidentified miscellaneous assets | FL653093005 | 296.4 | 297.1 | 319.7 | 267.7 | 287.9 | 297.1 | 285.8 | 260.6 | 260.2 | 12 |
| Mutual funds; total financial assets | LM654090000 | 17333.4 | 19599.7 | 18166.2 | 18850.5 | 18106.6 | 19599.7 | 20830.7 | 20994.6 | 22027.8 | 13 |
| Variable annuity mutual funds; total financial assets (market value) | LM654090500 | 1611.1 | 1767 | 1671 | 1726.2 | 1635.7 | 1767 | 1853.6 | 1845.8 | 1893.3 | 14 |
| Mutual funds; total financial assets in domestic equity funds | LM654091600 | 8721.9 | 10335.5 | 9217.3 | 9803.6 | 9376.8 | 10335.5 | 11262.7 | 11403.4 | 11935.7 | 15 |
| Mutual funds; total financial assets in world equity funds | LM654092603 | 2630.9 | 2971.5 | 2806.5 | 2879.1 | 2736.2 | 2971.5 | 3121.7 | 3128.7 | 3326.9 | 16 |
| Mutual funds; total financial assets in hybrid funds | LM654091403 | 1485.4 | 1551 | 1510.8 | 1529.2 | 1460.4 | 1551 | 1603.5 | 1596.1 | 1654.7 | 17 |
| Mutual funds; total financial assets in taxable bond funds | LM654091303 | 3755.5 | 3990.7 | 3870.3 | 3878.8 | 3804.9 | 3990.7 | 4079.3 | 4100.2 | 4309.8 | 18 |
| Mutual funds; total financial assets in municipal bond funds | LM654091203 | 736.5 | 753.6 | 759.4 | 756.8 | 722.7 | 753.6 | 767.1 | 770.7 | 800.8 | 19 |
NOTES
- Open-end investment companies including variable annuity mutual funds.
Last Update: December 12, 2024