Equity fund withdrawals continue as US investors react to inflation and tariffs

Published 14/02/2025, 13:54
© Reuters.

Investing.com -- For the second week in a row, U.S. investors have withdrawn from equity funds, this time through February 12, due to increasing inflation, weaker economic data, and concerns about President Donald Trump's reciprocal tariffs. These factors have led to a decrease in risk appetite.

According to data from LSEG Lipper, U.S. equity funds saw net sales of $2.25 billion during the week. This marks the fifth week out of six that investors have divested from these funds.

U.S. mid-cap funds experienced a notable outflow, with net sales of $1.14 billion. This is the largest weekly net sales in four weeks. Investors also withdrew $451 million from small-cap funds and $10.65 million from multi-cap funds. However, they purchased large-cap funds, resulting in a net gain of $864 million.

U.S. sectoral equity funds also experienced a net outflow, with $1.55 billion in sales. This is the first weekly outflow in four weeks. Investors divested notably from consumer discretionary and healthcare funds, with sales of $965 million and $686 million, respectively.

In contrast, U.S. bond funds saw inflows for the sixth consecutive week, with a net increase of $7.45 billion. Short-to-intermediate investment grade funds received a significant $3.54 billion, following net purchases of about $3.3 billion in the previous week.

General domestic taxable fixed income funds, along with short-to-intermediate government and treasury funds, also saw inflows. These funds received a net of $1.84 billion and $1.5 billion, respectively.

Money market funds saw minimal sales of $134 million, following a substantial inflow of $39.06 billion the previous week.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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