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Release Date: June 5, 2008
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L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
| Description |
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 Q1 |
2007 Q2 |
2007 Q3 |
2007 Q4 |
2008 Q1 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds mutual fund shares liability | 4135.4 | 3638.4 | 4654.2 | 5436.3 | 6048.9 | 7068.3 | 7328.7 | 7805.2 | 7989.3 | 7829.0 | 7271.7 | 1 |
| Mutual funds mutual fund shares liability | 4135.4 | 3638.4 | 4654.2 | 5436.3 | 6048.9 | 7068.3 | 7328.7 | 7805.2 | 7989.3 | 7829.0 | 7271.7 | 2 |
| Households and nonprofit organizations mutual fund share holdings asset | 2614.6 | 2218.4 | 2904.3 | 3417.4 | 3839.7 | 4538.8 | 4755.6 | 5089.5 | 5231.5 | 5135.6 | 4736.2 | 3 |
| Nonfarm nonfinancial corporate business mutual fund shares asset | 112.5 | 95.8 | 125.9 | 140.5 | 156.3 | 204.0 | 209.7 | 222.0 | 228.1 | 224.8 | 209.1 | 4 |
| State and local governments, excluding employee retirement funds mutual fund share holdings asset | 28.1 | 24.3 | 25.9 | 27.5 | 29.2 | 31.3 | 31.7 | 32.3 | 32.7 | 32.8 | 30.3 | 5 |
| Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset | 116.6 | 98.0 | 146.1 | 195.8 | 242.0 | 295.5 | 306.4 | 326.3 | 334.0 | 327.3 | 304.0 | 6 |
| U.S.-chartered commercial banks mutual fund shares asset | 21.3 | 19.6 | 17.1 | 18.1 | 17.4 | 24.5 | 22.5 | 24.9 | 28.9 | 29.6 | 26.4 | 7 |
| Credit unions mutual fund share holdings asset | 3.7 | 3.5 | 4.1 | 3.1 | 2.2 | 2.1 | 2.2 | 1.9 | 1.9 | 2.1 | 2.3 | 8 |
| Property-casualty insurance companies mutual fund shares asset | 3.0 | 3.0 | 4.3 | 5.2 | 5.7 | 6.9 | 7.1 | 7.5 | 7.7 | 7.7 | 7.2 | 9 |
| Life insurance companies mutual fund share holdings asset | 88.3 | 76.6 | 91.7 | 114.4 | 109.0 | 148.8 | 152.8 | 160.9 | 163.8 | 161.4 | 152.1 | 10 |
| Private pension funds mutual fund share holdings asset (form 5500 data) | 962.9 | 931.9 | 1126.9 | 1278.2 | 1399.0 | 1528.6 | 1550.7 | 1632.8 | 1653.2 | 1611.1 | 1537.8 | 11 |
| State and local government employee retirement funds mutual fund shares asset | 184.3 | 167.4 | 207.9 | 235.9 | 248.4 | 287.7 | 290.0 | 307.1 | 307.5 | 296.6 | 266.1 | 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
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)