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.
2Includes 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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