Assets of Fiduciary, Business, and Other Institutional Investors1 By Fund Type, Year-End 2000
(millions of dollars)


Equity, Hybrid, and Bond Funds
 

1999

2000

Fiduciaries (Banks and Individuals Serving as Trustees, Guardians, and Administrators)

$394,534.2

$396,800.1

Business Organizations

1,866,085.7

1,791,300.9

 

Business Corporations

133,696.6

129,967.7

 

Retirement Plans

1,123,362.3

1,068,811.8

 

Insurance Companies and Other Financial Institutions

609,026.8

592,521.4

Nonprofit Organizations

54,007.8

61,101.8

Other Institutional Investors Not Classified2

28,538.4

29,272.5

Total

$2,343,166.0

$2,278,475.3

Note: Reporters of institutional data represented 82.2% of total assets in 1999 and 84.4% in 2000.


Taxable Money Market Funds
 

1999

2000

Fiduciaries (Banks and Individuals Serving as Trustees, Guardians, and Administrators)

$225,809.7

$265,422.6

Business Organizations

423,889.5

477,209.5

 

Business Corporations

174,298.6

208,433.0

 

Retirement Plans

82,596.2

84,677.2

 

Insurance Companies and Other Financial Institutions

166,994.8

184,099.4

Nonprofit Organizations

19,546.7

23,293.9

Other Institutional Investors Not Classified2

31,347.6

37,608.2

Total

$700,593.5

$803,534.2

Note: Reporters of institutional data represented 59.6% of total assets in 1999 and 64.1% in 2000.


Tax-Exempt Money Market Funds
 

1999

2000

Fiduciaries (Banks and Individuals Serving as Trustees, Guardians, and Administrators)

$36,783.2

$46,234.2

Business Organizations

20,130.8

21,465.8

 

Business Corporations

11,327.0

11,456.5

 

Retirement Plans

742.7

627.3

 

Insurance Companies and Other Financial Institutions

8,061.1

9,382.0

Nonprofit Organizations

1,009.4

1,454.6

Other Institutional Investors Not Classified2

1,214.0

2,524.5

Total

$59,137.3

$71,679.1

Note: Reporters of institutional data represented 64.3% of total net assets in 1999 and 66.2% in 2000

1Data for funds that invest in other mutual funds were excluded from the series.
2
Includes institutional assets for which no determination of classification can be made.

Note: Components may not sum to the total due to rounding.

Data as published in the 2002 Mutual Fund Fact Book

  

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