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 2017 2018 2019 2020 2020 Q1 2020 Q2 2020 Q3 2020 Q4 2021 Q1 Line
Mutual funds; mutual fund shares; liability FA653164205 318.4 -63.4 208.0 -226.8 -1223.8 61.4 106.2 149.1 362.0 1
Mutual funds; mutual fund shares; liability FA653164205 318.4 -63.4 208.0 -226.8 -1223.8 61.4 106.2 149.1 362.0 2
Households and nonprofit organizations; mutual fund shares; asset FA153064205 308.7 19.1 387.1 -35.2 -1080.6 258.5 328.0 353.3 355.3 3
Nonfinancial corporate business; mutual fund shares; asset FA103064203 8.0 -9.0 5.3 10.6 10.6 10.6 10.6 10.6 10.6 4
State and local governments; mutual fund shares; asset FA213064203 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 5
U.S.-chartered depository institutions; mutual fund shares; asset FA763064203 0.0 -5.9 -2.1 -0.8 0.1 -2.9 -0.2 -0.1 0.0 6
Credit unions; mutual fund shares; asset FA473064205 0.1 0.4 0.3 0.9 1.8 0.2 0.3 1.3 4.5 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset FA513064205 1.2 -1.1 0.1 0.8 1.7 1.0 5.2 -4.6 1.3 8
Life insurance companies; mutual fund shares; asset FA543064205 -75.9 -87.1 -86.7 -99.3 -153.5 -61.3 -97.7 -84.5 -112.1 9
Private pension funds; mutual fund shares; asset FA573064205 41.0 -9.0 -43.0 -119.3 -139.9 -95.7 -118.7 -122.8 6.1 10
State and local government employee retirement funds; mutual fund shares; asset FA223064205 1.3 -0.7 -1.2 2.3 -32.6 5.9 -14.7 50.7 4.8 11
Rest of the world; U.S. mutual fund shares; asset FA263064203 32.6 28.7 -53.0 11.9 167.5 -56.0 -7.8 -56.1 90.3 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: June 10, 2021