Federal Reserve Statistical Release, Z.1,
 Flow of Funds Accounts of the United States; title with eagle logo links to Statistical Release home page

Release Date: June 9, 2005
Release dates | Coded tables | Historical data
Current release | Screen reader | PDF (450 KB)

L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted

Description
1999
2000
2001
2002
2003
2004
Q1
2004
Q2
2004
Q3
2004
Q4
2005
Q1

Line
Mutual funds mutual fund shares liability 4538.5 4435.3 4135.5 3638.4 4653.2 4900.8 4959.4 4981.3 5436.0 5443.0 1
Mutual funds mutual fund shares liability 4538.5 4435.3 4135.5 3638.4 4653.2 4900.8 4959.4 4981.3 5436.0 5443.0 2
Households and nonprofit organizations mutual fund share holdings asset 2987.4 2832.8 2663.6 2328.3 3005.1 3205.8 3239.8 3271.0 3558.3 3632.8 3
Nonfarm nonfinancial corporate business mutual fund shares asset 127.0 124.0 113.0 95.0 125.0 129.9 131.7 131.6 143.0 141.7 4
State and local governments, excluding employee retirement funds mutual fund share holdings asset 21.4 21.2 24.3 24.2 25.3 25.7 26.1 26.3 27.1 27.5 5
U.S.-chartered commercial banks mutual fund shares asset 12.4 15.0 21.3 19.6 17.1 16.2 16.2 15.4 18.0 16.6 6
Credit unions mutual fund share holdings asset 2.5 2.2 3.7 3.5 4.1 4.2 3.9 3.5 3.1 2.8 7
Bank personal trusts and estates mutual fund share holdings asset 391.5 396.8 359.1 339.1 391.2 395.5 396.5 389.5 413.1 404.8 8
Life insurance companies mutual fund share holdings asset 98.7 97.0 88.3 76.6 91.7 94.3 95.1 93.1 99.6 97.8 9
Private pension funds mutual fund share holdings asset 897.6 946.2 862.1 752.0 993.7 1029.2 1050.2 1050.9 1173.7 1119.1 10

  FOOTNOTES
  1.  Shares of open-end investment companies; excludes shares of money market mutual funds, exchange-traded funds, and funding vehicles for variable annuities. Return to text


Release dates | Coded tables | Historical data
Current release | Screen reader | PDF (450 KB)

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