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 2016 2017 2018 2019 2019 Q1 2019 Q2 2019 Q3 2019 Q4 2020 Q1 Line
Mutual funds; mutual fund shares; liability LM653164205 13615.6 15899.0 14669.8 17659.5 16179.6 16669.6 16694.7 17659.5 14543.1 1
Mutual funds; mutual fund shares; liability LM653164205 13615.6 15899.0 14669.8 17659.5 16179.6 16669.6 16694.7 17659.5 14543.1 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 7306.5 8654.8 7961.9 9798.7 8799.6 9149.4 9229.8 9798.7 8064.6 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 258.1 303.0 270.9 327.3 298.4 308.2 309.8 327.3 276.2 4
State and local governments; mutual fund shares; asset LM213064203 69.5 80.7 75.9 91.5 83.6 86.2 86.6 91.5 77.2 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 55.9 64.8 52.1 61.6 56.7 58.3 58.0 61.6 45.6 6
Credit unions; mutual fund shares; asset LM473064205 1.9 2.3 2.5 3.3 3.0 3.3 3.2 3.3 3.0 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 20.0 24.4 21.3 25.8 23.2 25.1 25.8 25.8 22.0 8
Life insurance companies; mutual fund shares; asset LM543064205 1439.5 1572.3 1402.7 1599.4 1527.6 1551.1 1533.7 1599.4 1307.5 9
Private pension funds; mutual fund shares; asset LM573064205 3352.8 3886.7 3614.3 4306.0 3976.6 4094.9 4079.6 4306.0 3557.0 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 417.1 481.3 469.1 552.6 502.1 518.2 501.6 552.6 451.6 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 694.2 828.7 799.0 893.4 909.0 874.9 866.6 893.4 738.3 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: June 11, 2020