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 5, 2008
Release dates | Coded tables | Historical data
Current release | Screen reader | PDF (450 KB)

F.214 Mutual Fund Shares1
Billions of dollars; quarterly figures are seasonally adjusted annual rates

Description
2002
2003
2004
2005
2006
2007
2007
Q1
2007
Q2
2007
Q3
2007
Q4
2008
Q1

Line
Mutual funds mutual fund shares liability 181.1 288.6 298.2 260.2 336.8 365.5 508.6 523.9 246.4 183.0 206.5 1
Mutual funds mutual fund shares liability 181.1 288.6 298.2 260.2 336.8 365.5 508.6 523.9 246.4 183.0 206.5 2
Households and nonprofit organizations mutual fund share holdings asset 92.9 274.4 216.4 228.5 238.8 327.3 481.2 517.1 194.8 116.3 135.2 3
Nonfarm nonfinancial corporate business mutual fund shares asset 0.9 11.0 1.4 6.7 30.7 9.4 9.4 9.4 9.4 9.4 9.4 4
State and local governments, excluding employee retirement funds mutual fund share holdings asset 2.1 -5.2 -1.3 0.4 -2.0 0.2 -0.2 -4.7 0.5 5.2 3.0 5
Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset -1.5 26.2 32.7 32.2 25.3 15.3 24.4 21.5 8.8 6.5 11.9 6
U.S.-chartered commercial banks mutual fund shares asset 1.7 -6.2 -0.9 -1.8 3.9 3.6 -9.5 3.6 14.2 6.2 -1.2 7
Credit unions mutual fund share holdings asset -0.2 0.5 -0.9 -1.0 -0.1 -0.0 0.4 -1.1 0.1 0.5 1.1 8
Property-casualty insurance companies mutual fund shares asset 0.5 0.7 0.5 0.3 0.5 0.4 0.4 0.4 0.4 0.4 0.4 9
Life insurance companies mutual fund share holdings asset 2.6 0.5 12.8 -9.9 26.9 8.0 8.0 8.0 8.0 8.0 8.0 10
Private pension funds mutual fund share holdings asset (form 5500 data) 59.9 -3.8 36.1 10.2 11.4 4.1 -2.4 -33.6 21.0 31.2 41.7 11
State and local government employee retirement funds mutual fund shares asset 22.2 -9.5 1.5 -5.5 1.3 -2.8 -3.2 3.4 -10.7 -0.7 -3.1 12

  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)

Statistical releases