21) Considering the Entire Range of Transactions Facilitated by Your Institution, How Has the Use of Financial Leverage by Each of the Following Types of Clients Changed over the Past Three Months?| A. Mutual Funds. | Answer Type: Remained Basically Unchanged
ALLQ21ARBUNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
21.00
Year-over-Year Change
-4.55%
Date Range
10/1/2011 - 1/1/2025
Summary
Measures changes in financial leverage usage by mutual funds over three months. Provides critical insights into investment strategy and market dynamics.
Analysis & Context
This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.
Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.
About This Dataset
This economic indicator tracks shifts in financial leverage among mutual funds. It reflects investment behavior and market risk appetite.
Methodology
Survey-based data collection from financial institutions reporting mutual fund leverage trends.
Historical Context
Used by investors and financial analysts to understand mutual fund investment strategies.
Key Facts
- Tracks quarterly leverage usage changes
- Focuses on mutual fund financial strategies
- Indicates investment market conditions
FAQs
Q: What does 'remained basically unchanged' mean?
A: It indicates stable financial leverage levels for mutual funds over the three-month period.
Q: Why is mutual fund leverage important?
A: It reveals investment strategies and potential market risk appetite among fund managers.
Q: How often is this data collected?
A: The data is typically gathered and reported on a quarterly basis.
Q: Who analyzes this economic indicator?
A: Investors, financial analysts, and market researchers use this data for insights.
Q: What does financial leverage represent?
A: It measures the use of borrowed capital to potentially increase investment returns.
Related Trends
50) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| D. Credit Referencing Corporates. | Answer Type: Increased Somewhat
ALLQ50DISNR
31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 3. Adoption of Less-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: First In Importance
CTQ31B3MINR
35) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Nonfinancial Corporations as Reflected Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Remained Basically Unchanged
CTQ35RBUNR
19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 3rd Most Important
ALLQ19A53MINR
25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 4. Lower Internal Treasury Charges for Funding. | Answer Type: First In Importance
CTQ25B4MINR
70) Over the Past Three Months, How Have the Terms Under Which Cmbs Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 2. Maximum Maturity. | Answer Type: Eased Considerably
ALLQ70B2ECNR
Citation
U.S. Federal Reserve, Mutual Fund Leverage (ALLQ21ARBUNR), retrieved from FRED.