Financial Accounts of the United States - Z.1
L.122 Mutual Funds (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted| Description | Series code | 2016 | 2017 | 2018 | 2018 Q1 | 2018 Q2 | 2018 Q3 | 2018 Q4 | 2019 Q1 | 2019 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; total financial assets | LM654090000 | 13615.6 | 15899.0 | 14669.8 | 15874.3 | 16077.2 | 16559.7 | 14669.8 | 16179.6 | 16669.6 | 1 |
| Mutual funds; security repurchase agreements; asset | FL652051003 | 84.1 | 98.0 | 81.7 | 94.6 | 89.6 | 88.4 | 81.7 | 105.1 | 108.6 | 2 |
| Mutual funds; debt securities; asset (market value) | LM654022005 | 4077.1 | 4514.5 | 4541.8 | 4575.6 | 4624.5 | 4669.0 | 4541.8 | 4733.2 | 4901.9 | 3 |
| Mutual funds; commercial paper; asset | LM653069100 | 84.1 | 98.0 | 81.7 | 94.6 | 89.6 | 88.4 | 81.7 | 105.1 | 108.6 | 4 |
| Mutual funds; Treasury securities; asset (market value) | LM653061105 | 901.7 | 1098.3 | 1096.8 | 1091.4 | 1110.3 | 1118.5 | 1096.8 | 1118.5 | 1145.1 | 5 |
| Mutual funds; agency- and GSE-backed securities; asset (market value) | LM653061703 | 597.3 | 592.5 | 653.1 | 620.1 | 635.8 | 646.9 | 653.1 | 641.3 | 652.0 | 6 |
| Mutual funds; municipal securities; asset (market value) | LM653062003 | 632.2 | 688.1 | 693.6 | 690.4 | 698.7 | 701.9 | 693.6 | 737.2 | 772.7 | 7 |
| Mutual funds; corporate and foreign bonds; asset (market value) | LM653063005 | 1861.9 | 2037.6 | 2016.6 | 2079.1 | 2090.1 | 2113.3 | 2016.6 | 2131.0 | 2223.6 | 8 |
| Mutual funds; syndicated loans to nonfinancial corporate business; asset | FL653069803 | 157.5 | 173.7 | 163.3 | 164.8 | 173.2 | 176.8 | 163.3 | 155.4 | 149.7 | 9 |
| Mutual funds; corporate equities; asset | LM653064100 | 9069.9 | 10819.6 | 9657.5 | 10761.9 | 10930.5 | 11367.3 | 9657.5 | 10880.2 | 11213.2 | 10 |
| Mutual funds; unidentified miscellaneous assets | FL653093005 | 227.0 | 293.1 | 225.7 | 277.3 | 259.4 | 258.2 | 225.7 | 305.7 | 296.2 | 11 |
| Mutual funds; total financial assets | LM654090000 | 13615.6 | 15899.0 | 14669.8 | 15874.3 | 16077.2 | 16559.7 | 14669.8 | 16179.6 | 16669.6 | 12 |
| Variable annuity mutual funds; total financial assets (market value) | LM654090500 | 1636.3 | 1792.8 | 1590.7 | 1755.0 | 1771.2 | 1816.7 | 1590.7 | 1734.3 | 1760.1 | 13 |
| Mutual funds; total financial assets in domestic equity funds | LM654091600 | 6412.0 | 7478.6 | 6800.7 | 7414.8 | 7650.0 | 8060.4 | 6800.7 | 7720.1 | 7952.1 | 14 |
| Mutual funds; total financial assets in world equity funds | LM654092603 | 2165.3 | 2827.3 | 2427.6 | 2865.6 | 2815.0 | 2831.1 | 2427.6 | 2702.2 | 2764.8 | 15 |
| Mutual funds; total financial assets in hybrid funds | LM654091403 | 1399.9 | 1545.4 | 1383.3 | 1519.2 | 1517.6 | 1545.8 | 1383.3 | 1487.2 | 1513.0 | 16 |
| Mutual funds; total financial assets in taxable bond funds | LM654091303 | 3034.5 | 3400.0 | 3386.7 | 3422.2 | 3436.4 | 3496.1 | 3386.7 | 3550.7 | 3685.8 | 17 |
| Mutual funds; total financial assets in municipal bond funds | LM654091203 | 613.7 | 665.3 | 675.4 | 670.7 | 676.6 | 681.1 | 675.4 | 719.4 | 753.9 | 18 |
NOTES
- Open-end investment companies including variable annuity mutual funds.
Last Update: September 20, 2019