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US Equity Funds See Inflows Amid Inflation Relief and Earnings Optimism

U.S. equity funds experienced inflows for the first time in three weeks during the seven days ending on February 19, supported by reduced concerns and robust fourth-quarter corporate earnings that boosted risk appetite.

According to LSEG Lipper data, investors netted $1.59 billion in U.S. equity funds that week, marking their second net purchase in the past seven weeks. The S&P 500 index reached a record high of 6147.45 on Wednesday, driven by an improved corporate earnings outlook and strong results from the majority of its constituents.

Approximately 76% of S&P 500 companies reported fourth-quarter earnings that exceeded expectations, as per LSEG data covering around 85% of the companies analyzed.

U.S. multi-cap equity funds attracted net purchases of $1.66 billion, representing the largest weekly inflow since November 20. Large-cap funds also saw a net increase of $877 million, while small- and mid-cap funds experienced net outflows of $1.62 billion and $718 million, respectively.

Sectoral funds faced outflows for the second consecutive week, with investors divesting $792 million and $593 million from consumer discretionary and healthcare funds, respectively.

Bond funds remained popular for the seventh straight week, with investors injecting a net of $8.62 billion. General domestic taxable fixed income funds recorded net purchases of $2.14 billion, marking the seventh consecutive weekly inflow.

Investors showed interest in short-to-intermediate government and treasury funds, short-to-intermediate investment-grade funds, and loan participation funds, which attracted a net of $1.77 billion, $1.68 billion, and $1.6 billion, respectively.

U.S. money market funds experienced net sales of $14.11 billion, marking the third weekly outflow in the past four weeks.