Financial Accounts of the United States - Z.1

L.224 Mutual Fund Shares (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2013 2014 2015 2016 2016 Q1 2016 Q2 2016 Q3 2016 Q4 2017 Q1 Line
Mutual funds; mutual fund shares; liability LM653164205 12333.0 13150.6 12897.2 13615.6 12962.1 13208.8 13682.6 13615.6 14327.1 1
Mutual funds; mutual fund shares; liability LM653164205 12333.0 13150.6 12897.2 13615.6 12962.1 13208.8 13682.6 13615.6 14327.1 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 6250.1 6747.1 6522.6 6998.9 6566.9 6741.1 7022.3 6998.9 7448.8 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 210.7 234.6 235.7 238.1 233.6 235.1 240.8 238.1 246.5 4
State and local governments, excluding employee retirement funds; mutual fund shares; asset LM213064203 78.7 84.3 86.5 93.4 86.9 88.2 91.0 93.4 96.0 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 57.9 59.7 54.9 58.0 56.3 57.7 57.0 58.0 60.6 6
Credit unions; mutual fund shares; asset LM473064205 2.2 2.1 1.9 1.9 1.9 2.0 2.0 1.9 2.1 7
Property-casualty insurance companies; mutual fund shares; asset LM513064203 16.4 18.2 18.4 19.3 17.9 18.4 19.2 19.3 20.6 8
Life insurance companies; mutual fund shares; asset LM543064205 1651.5 1680.9 1608.4 1538.0 1572.0 1560.9 1574.7 1538.0 1584.5 9
Private pension funds; mutual fund shares; asset LM573064205 3007.6 3175.5 3217.3 3435.0 3261.5 3321.3 3432.1 3435.0 3594.9 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 505.9 540.5 554.4 551.4 551.2 558.0 570.8 551.4 578.0 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 552.0 607.8 597.1 681.5 613.9 626.0 672.7 681.5 695.3 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