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 | 2021 | 2022 | 2023 | 2024 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; total financial assets | LM654090000 | 22208.8 | 17333.4 | 19599.7 | 21684.7 | 20830.7 | 20994.6 | 22028.1 | 21684.7 | 21179.0 | 1 |
| Mutual funds; money market fund shares; asset | FL653034003 | 266.8 | 224.9 | 224.0 | 205.6 | 227.3 | 224.1 | 219.6 | 205.6 | 200.8 | 2 |
| Mutual funds; security repurchase agreements (net); asset | FL652051003 | 19.7 | 25.9 | 21.4 | 13.7 | 18.3 | 17.2 | 16.3 | 13.7 | 13.3 | 3 |
| Mutual funds; debt securities; asset (market value) | LM654022005 | 5897.4 | 4794.1 | 5065.6 | 5412.0 | 5193.3 | 5227.4 | 5496.0 | 5412.0 | 5506.1 | 4 |
| Mutual funds; commercial paper; asset | FL653069100 | 39.5 | 39.8 | 39.0 | 34.6 | 40.9 | 37.3 | 39.8 | 34.6 | 33.8 | 5 |
| Mutual funds; Treasury securities; asset (market value) | LM653061105 | 1594.0 | 1342.3 | 1373.3 | 1501.2 | 1388.3 | 1405.9 | 1496.0 | 1501.2 | 1538.8 | 6 |
| Mutual funds; agency- and GSE-backed securities; asset (market value) | LM653061703 | 539.3 | 536.9 | 701.8 | 744.8 | 712.0 | 728.8 | 754.3 | 744.8 | 755.2 | 7 |
| Mutual funds; municipal securities; asset (market value) | LM653062003 | 990.8 | 745.8 | 756.1 | 799.8 | 771.1 | 779.6 | 809.0 | 799.8 | 789.3 | 8 |
| Mutual funds; corporate and foreign bonds; asset (market value) | LM653063005 | 2733.7 | 2129.2 | 2195.4 | 2331.5 | 2280.9 | 2275.9 | 2397.0 | 2331.5 | 2388.9 | 9 |
| Mutual funds; syndicated loans to nonfinancial corporate business; asset | FL653069803 | 144.2 | 125.4 | 109.7 | 116.7 | 111.8 | 116.4 | 113.0 | 116.7 | 120.8 | 10 |
| Mutual funds; corporate equities; asset | LM653064100 | 15533.8 | 11867.0 | 13882.1 | 15716.1 | 14994.6 | 15149.6 | 15905.7 | 15716.1 | 15084.4 | 11 |
| Mutual funds; unidentified miscellaneous assets | FL653093005 | 346.8 | 296.1 | 296.9 | 220.7 | 285.5 | 259.9 | 277.5 | 220.7 | 253.7 | 12 |
| Mutual funds; total financial assets | LM654090000 | 22208.8 | 17333.4 | 19599.7 | 21684.7 | 20830.7 | 20994.6 | 22028.1 | 21684.7 | 21179.0 | 13 |
| Variable annuity mutual funds; total financial assets (market value) | LM654090500 | 2100.2 | 1611.9 | 1767.6 | 1858.2 | 1854.2 | 1847.2 | 1904.7 | 1858.2 | 1766.2 | 14 |
| Mutual funds; total financial assets in domestic equity funds | LM654091600 | 11255.7 | 8723.7 | 10335.9 | 11930.2 | 11263.2 | 11403.9 | 11943.5 | 11930.2 | 11259.4 | 15 |
| Mutual funds; total financial assets in world equity funds | LM654092603 | 3459.3 | 2630.9 | 2971.5 | 3083.4 | 3121.7 | 3128.7 | 3326.9 | 3083.4 | 3148.2 | 16 |
| Mutual funds; total financial assets in hybrid funds | LM654091403 | 1807.3 | 1487.3 | 1552.5 | 1610.1 | 1605.2 | 1598.6 | 1657.3 | 1610.1 | 1593.4 | 17 |
| Mutual funds; total financial assets in taxable bond funds | LM654091303 | 4646.9 | 3754.4 | 3989.5 | 4272.9 | 4078.1 | 4098.9 | 4311.0 | 4272.9 | 4376.9 | 18 |
| Mutual funds; total financial assets in municipal bond funds | LM654091203 | 977.1 | 736.5 | 753.6 | 797.5 | 767.1 | 770.7 | 800.8 | 797.5 | 801.1 | 19 |
NOTES
- Open-end investment companies including variable annuity mutual funds.
Last Update: June 12, 2025