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 | 2022 | 2023 | 2024 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | FA653164205 | -800.5 | -309.7 | -127.2 | -305.5 | -457.9 | 72.3 | -357.7 | -287.1 | 63.6 | 1 |
| Mutual funds; mutual fund shares; liability | FA653164205 | -800.5 | -309.7 | -127.2 | -305.5 | -457.9 | 72.3 | -357.7 | -287.1 | 63.6 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | FA153064205 | -701.9 | -161.7 | 72.9 | -242.1 | -309.9 | 533.7 | -326.5 | 35.5 | 48.8 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | FA103064203 | -19.7 | -40.9 | -40.9 | -40.9 | -40.9 | -40.9 | -40.9 | -40.9 | -40.9 | 4 |
| State and local governments; mutual fund shares; asset | FA213064203 | 15.1 | -4.8 | -3.5 | 6.3 | -13.2 | -16.4 | 3.6 | -1.1 | -0.2 | 5 |
| U.S.-chartered depository institutions; mutual fund shares; asset | FA763064203 | -2.3 | -1.0 | -0.5 | -3.8 | -0.6 | -2.2 | 15.8 | -19.9 | 4.1 | 6 |
| Credit unions; mutual fund shares; asset | FA473064205 | -1.4 | -0.8 | -0.9 | -1.6 | 0.7 | -1.8 | 0.3 | -2.6 | 0.4 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | FA513064205 | -0.6 | -1.9 | -0.2 | -1.5 | 0.2 | -2.0 | -4.2 | -0.2 | 5.7 | 8 |
| Life insurance companies; mutual fund shares; asset | FA543064205 | -88.3 | -110.1 | -130.8 | -112.9 | -84.8 | -134.0 | -141.4 | -183.0 | -65.0 | 9 |
| Private pension funds; mutual fund shares; asset | FA573064205 | -74.5 | -5.9 | -79.9 | -17.7 | 53.3 | -42.6 | -100.2 | -96.7 | -80.1 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | FA223064205 | -47.5 | 22.5 | -53.1 | -28.5 | -4.4 | -109.1 | -8.6 | -52.1 | -42.4 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | FA263064203 | 120.5 | -5.1 | 109.8 | 137.2 | -58.2 | -112.3 | 244.4 | 74.0 | 233.2 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 13, 2025