Financial Accounts of the United States - Z.1
F.226 Mutual Fund Shares (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates| Description | Series code | 2021 | 2022 | 2023 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | FA653164205 | 215.1 | -800.5 | -299.7 | -590.3 | -1014.1 | -148.7 | -325.5 | -305.4 | -419.4 | 1 |
| Mutual funds; mutual fund shares; liability | FA653164205 | 215.1 | -800.5 | -299.7 | -590.3 | -1014.1 | -148.7 | -325.5 | -305.4 | -419.4 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | FA153064205 | 542.2 | -724.1 | -164.2 | -470.9 | -529.8 | -187.8 | -5.6 | -279.8 | -183.6 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | FA103064203 | 22 | -4.4 | -4.4 | -4.4 | -4.4 | -4.4 | -4.4 | -4.4 | -4.4 | 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 | 2 | -2.3 | -1 | 8.2 | -12.3 | -1.7 | 2 | -3.8 | -0.6 | 6 |
| Credit unions; mutual fund shares; asset | FA473064205 | 1.6 | -1.4 | -0.7 | -4.2 | -1.4 | -1.7 | -0.8 | -1.6 | 1.4 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | FA513064205 | -1 | -0.6 | -1.3 | 2.8 | 1.5 | -5.8 | -0.1 | -1.3 | 2.3 | 8 |
| Life insurance companies; mutual fund shares; asset | FA543064205 | -138.9 | -88.3 | -107.1 | -73.4 | -48.9 | -129.1 | -112.6 | -112.9 | -73.7 | 9 |
| Private pension funds; mutual fund shares; asset | FA573064205 | -83.4 | -43.2 | -16.1 | -61 | -57.3 | 53.4 | -63 | -22.2 | -32.4 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | FA223064205 | -162.3 | -35.2 | 10.1 | -6.5 | -174.8 | 228.6 | -96.2 | -55.3 | -36.6 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | FA263064203 | 31.8 | 97.7 | -16.4 | 17.9 | -187.8 | -101.3 | -46 | 174.7 | -93 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 7, 2024