Financial Accounts of the United States - Z.1

F.224 Mutual Fund Shares (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates
Description Series code 2013 2014 2015 2016 2016 Q1 2016 Q2 2016 Q3 2016 Q4 2017 Q1 Line
Mutual funds; mutual fund shares; liability FA653164205 346.3 309.7 95.7 22.7 -24.1 78.6 201.6 -165.5 162.2 1
Mutual funds; mutual fund shares; liability FA653164205 346.3 309.7 95.7 22.7 -24.1 78.6 201.6 -165.5 162.2 2
Households and nonprofit organizations; mutual fund shares; asset FA153064205 228.7 262.7 56.5 142.2 -59.8 244.8 340.9 42.8 318.1 3
Nonfinancial corporate business; mutual fund shares; asset FA103064203 3.4 15.2 7.4 -10.3 -10.3 -10.3 -10.3 -10.3 -10.3 4
State and local governments, excluding employee retirement funds; mutual fund shares; asset FA213064203 -0.5 1.0 2.6 2.0 0.9 1.3 3.1 2.7 -0.5 5
U.S.-chartered depository institutions; mutual fund shares; asset FA763064203 1.6 -0.7 -0.9 -1.8 4.1 -0.5 -8.2 -2.7 1.0 6
Credit unions; mutual fund shares; asset FA473064205 -0.5 -0.2 -0.1 -0.1 0.1 0.1 -0.4 -0.1 0.2 7
Property-casualty insurance companies; mutual fund shares; asset FA513064203 0.7 1.2 0.7 0.6 0.6 0.6 0.6 0.6 1.5 8
Life insurance companies; mutual fund shares; asset FA543064205 -19.0 -54.0 -34.6 -167.1 -153.9 -167.6 -158.7 -188.0 -81.2 9
Private pension funds; mutual fund shares; asset FA573064205 123.9 40.6 34.8 40.6 149.8 14.1 -30.0 28.5 -0.6 10
State and local government employee retirement funds; mutual fund shares; asset FA223064205 24.4 11.3 22.3 -34.1 -17.5 -9.6 -30.6 -78.5 0.4 11
Rest of the world; U.S. mutual fund shares; asset FA263064203 -16.3 32.7 7.1 50.7 62.0 5.6 95.3 39.7 -66.4 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market mutual funds and exchange-traded funds.
Last Update: June 8, 2017