Assets of Fiduciary, Business, and Other Institutional Investors1 by Fund Type, Year-End 2001
(millions of dollars)
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Equity, Hybrid, and Bond Funds
|
| |
1999 |
2000 |
2001 |
Fiduciaries (Banks and Individuals Serving as Trustees, Guardians, and Administrators) |
$396,956.1 |
$393,818.9 |
$352,746.7 |
Business Organizations |
1,865,585.8 |
1,779,022.8 |
1,581,960.2 |
| |
Business Corporations |
133,039.8 |
128,981.6 |
110,379.0 |
| |
Retirement Plans |
1,124,656.4 |
1,062,683.2 |
966,555.4 |
| |
Insurance Companies and Other Financial Institutions |
607,889.6 |
587,358.1 |
505,025.8 |
Nonprofit Organizations |
57,214.9 |
61,608.3 |
68,325.4 |
Other Institutional Investors Not Classified2 |
29,416.3 |
27,463.8 |
23,880.4 |
Total |
$2,349,173.1 |
$2,261,913.9 |
$2,026,912.7 |
Note: Reporters of institutional data represented 82.2% of total assets in 1999, 84.4% in 2000, and 88.9% in 2001.
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|
|
|
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Taxable Money Market Funds
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| |
1999 |
2000 |
2001 |
Fiduciaries (Banks and Individuals Serving as Trustees, Guardians, and Administrators) |
$230,589.7 |
$264,842.9 |
$351,560.3 |
Business Organizations |
404,121.8 |
475,110.4 |
661,320.2 |
| |
Business Corporations |
170,216.0 |
207,177.8 |
300,490.9 |
| |
Retirement Plans |
76,928.7 |
82,396.5 |
98,864.0 |
| |
Insurance Companies and Other Financial Institutions |
156,977.0 |
185,536.1 |
261,965.2 |
Nonprofit Organizations |
19,846.7 |
23,293.7 |
38,962.4 |
Other Institutional Investors Not Classified2 |
27,263.2 |
32,707.4 |
37,151.0 |
Total |
$681,821.4 |
$795,954.3 |
$1,088,994.0 |
Note: Reporters of institutional data represented 59.6% of total assets in 1999, 64.1% in 2000, and 73.8% in 2001.
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|
|
|
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Tax-Exempt Money Market Funds
|
| |
1999 |
2000 |
2001 |
Fiduciaries (Banks and Individuals Serving as Trustees, Guardians, and Administrators) |
$36,948.6 |
$46,137.8 |
$54,135.8 |
Business Organizations |
18,891.3 |
21,850.8 |
27,256.2 |
| |
Business Corporations |
10,220.9 |
11,816.6 |
15,548.0 |
| |
Retirement Plans |
609.4 |
627.7 |
876.7 |
| |
Insurance Companies and Other Financial Institutions |
8,061.1 |
9,406.4 |
10,831.5 |
Nonprofit Organizations |
1,009.4 |
1,496.6 |
8,698.2 |
Other Institutional Investors Not Classified2 |
1,117.0 |
1,329.3 |
1,539.0 |
Total |
$57,966.3 |
$70,814.4 |
$91,629.2 |
Note: Reporters of institutional data represented 64.3% of total assets in 1999, 66.2% in 2000, and 77.9% in 2001.
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 revised as of January 2003
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