美国共同基金数据十六
Unit Investment Trusts: Total Net Assets, Number of Trusts, and New Deposits by Type of Trust Year 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Total trusts 102,828 97,925 87,574 73,682
Equity 4,940 6,484 8,494 9,285
1990 $105,390 $4,192
Assets
Millions of dollars, year-end
Taxable Tax-free debt $9,456 9,721 9,976 8,567 7,252 8,094 8,485 6,480 5,380 4,283 3,502 3,784 4,020 3,311 2,635 2,280 2,142 2,066 2,007 3,668
debt
Total
trusts Equity
171 168 230 258 306 301 378 563 872 1,081 1,554 1,500 1,247 1,206 1,166 1,251 1,566 1,964 2,175 2,145
Number of trusts
Year-end
Taxable Tax-free debt 722 678 745 679 568 578 591 513 414 409 369 324 366 320 295 304 319 327 343 438
debt
Total
trusts Equity
$495 900 1,771 3,206 3,265 6,743
8,195 8,909 9,359 8,915
New deposits Millions of dollars, annual
Taxable Tax-free debt $1,349 1,687 2,385 1,598 1,709 1,154 800 771 562 343 196 572 862 931 981 289 294 298 557 2,201
debt $5,644 5,609 4,752 4,555 3,941 3,367 2,546 1,919 1,166 1,074 883 1,550 1,607 1,729 1,585 782 578 438 698 3,933
$91,742 12,131 88,167 12,388 81,465 13,598 70,513 13,740 57,144 13,310 51,013 12,979 40,796 11,764 37,533 11,593 32,151 10,966 25,559 10,414 22,599 10,072 18,999 17,345 13,491 11,432 9,980 8,711 7,680 6,456 9,894
9,295 8,303 7,233 6,499 6,019 5,907 6,030 5,984 6,049
11,238 $7,489 11,542 12,623 12,803 12,436
73,125 14,019 72,204 22,922 84,761 40,747 93,943 56,413 91,970 62,128 74,161 48,060 49,249 26,467 36,016 14,651 35,826 19,024 37,267 23,201 40,894 28,634 49,662 38,809 53,040 43,295 28,543 20,080 38,336 24,774
12,100 11,264
10,795 21,662 18,316 10,517 38,546 35,855 9,680 47,675 45,947 8,924 52,046 50,629 8,149 43,649 42,570 7,471 19,049 16,927 6,690 11,600
9,131
5,707 12,731 10,071 5,038 17,125 14,559 4,464 22,598 21,526 4,022 29,057 28,185 3,739 35,836 35,101 3,466 23,590 22,335 3,466 22,293 16,159
2010 2011 2012
50,567 34,112 59,931 40,638 71,725 51,905
3,780 3,602 4,063
12,675 15,691 15,757
5,971 6,043 5,787
2,212 2,395 2,426
491 512 553
3,268 30,936 25,003 3,136 36,026 31,900 2,808 43,404 40,012
928 765 1,236
5,006 3,361 2,157
资料来源:2013 Investment Company Fact Book.
美国共同基金数据十六
Unit Investment Trusts: Total Net Assets, Number of Trusts, and New Deposits by Type of Trust Year 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Total trusts 102,828 97,925 87,574 73,682
Equity 4,940 6,484 8,494 9,285
1990 $105,390 $4,192
Assets
Millions of dollars, year-end
Taxable Tax-free debt $9,456 9,721 9,976 8,567 7,252 8,094 8,485 6,480 5,380 4,283 3,502 3,784 4,020 3,311 2,635 2,280 2,142 2,066 2,007 3,668
debt
Total
trusts Equity
171 168 230 258 306 301 378 563 872 1,081 1,554 1,500 1,247 1,206 1,166 1,251 1,566 1,964 2,175 2,145
Number of trusts
Year-end
Taxable Tax-free debt 722 678 745 679 568 578 591 513 414 409 369 324 366 320 295 304 319 327 343 438
debt
Total
trusts Equity
$495 900 1,771 3,206 3,265 6,743
8,195 8,909 9,359 8,915
New deposits Millions of dollars, annual
Taxable Tax-free debt $1,349 1,687 2,385 1,598 1,709 1,154 800 771 562 343 196 572 862 931 981 289 294 298 557 2,201
debt $5,644 5,609 4,752 4,555 3,941 3,367 2,546 1,919 1,166 1,074 883 1,550 1,607 1,729 1,585 782 578 438 698 3,933
$91,742 12,131 88,167 12,388 81,465 13,598 70,513 13,740 57,144 13,310 51,013 12,979 40,796 11,764 37,533 11,593 32,151 10,966 25,559 10,414 22,599 10,072 18,999 17,345 13,491 11,432 9,980 8,711 7,680 6,456 9,894
9,295 8,303 7,233 6,499 6,019 5,907 6,030 5,984 6,049
11,238 $7,489 11,542 12,623 12,803 12,436
73,125 14,019 72,204 22,922 84,761 40,747 93,943 56,413 91,970 62,128 74,161 48,060 49,249 26,467 36,016 14,651 35,826 19,024 37,267 23,201 40,894 28,634 49,662 38,809 53,040 43,295 28,543 20,080 38,336 24,774
12,100 11,264
10,795 21,662 18,316 10,517 38,546 35,855 9,680 47,675 45,947 8,924 52,046 50,629 8,149 43,649 42,570 7,471 19,049 16,927 6,690 11,600
9,131
5,707 12,731 10,071 5,038 17,125 14,559 4,464 22,598 21,526 4,022 29,057 28,185 3,739 35,836 35,101 3,466 23,590 22,335 3,466 22,293 16,159
2010 2011 2012
50,567 34,112 59,931 40,638 71,725 51,905
3,780 3,602 4,063
12,675 15,691 15,757
5,971 6,043 5,787
2,212 2,395 2,426
491 512 553
3,268 30,936 25,003 3,136 36,026 31,900 2,808 43,404 40,012
928 765 1,236
5,006 3,361 2,157
资料来源:2013 Investment Company Fact Book.