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: Increased Somewhat

CTQ21AISNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

0.00

Year-over-Year Change

N/A%

Date Range

10/1/2011 - 4/1/2025

Summary

Tracks changes in financial leverage for mutual funds across institutional transactions. Provides insight into institutional risk appetite and investment strategies.

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 trend measures shifts in financial leverage among mutual funds over a quarterly period. It reflects institutional investment dynamics and risk management approaches.

Methodology

Data collected through institutional survey of financial leverage trends.

Historical Context

Used by regulators and investors to assess market risk and investment behavior.

Key Facts

  • Quarterly tracking of mutual fund leverage
  • Indicates institutional investment trends
  • Important for risk assessment

FAQs

Q: What does this series measure?

A: It tracks changes in financial leverage for mutual funds across institutional transactions quarterly.

Q: Why is mutual fund leverage important?

A: Leverage indicates investment risk and potential market exposure for financial institutions.

Q: How frequently is this data updated?

A: The series is typically updated on a quarterly basis by financial institutions.

Q: Who uses this financial leverage data?

A: Regulators, investors, and financial analysts use this to assess market risk and investment strategies.

Q: What does 'increased somewhat' indicate?

A: It suggests a moderate rise in financial leverage for mutual fund transactions.

Related Trends

74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Somewhat

ALLQ74B4ESNR

76) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of Consumer Abs by Your Institution's Clients Changed?| Answer Type: Remained Basically Unchanged

ALLQ76RBUNR

72) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of CMBS by Your Institution's Clients Changed?| Answer Type: Decreased Considerably

SFQ72DCNR

8) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Hedge Funds Changed Over the Past Three Months?| Answer Type: Increased Somewhat

CTQ08ISNR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds 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: Remained Basically Unchanged

SFQ56B2RBUNR

66) Over the Past Three Months, How Have the Terms Under Which Non-Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Eased Somewhat

SFQ66A1ESNR

Citation

U.S. Federal Reserve, Mutual Fund Leverage Transactions (CTQ21AISNR), retrieved from FRED.