US Equity Funds Are Raking In Billions—These Are The Ones Beating Trump's Tariff Shock in 2025
The foreign inflows in the U.S. equity funds have started “re-accelerating,” putting 2025 on the path to become the second-largest year of record inflows of $136 billion, annualized as of mid-2025.
What Happened: According to an X post by the Kobeissi Letter, since 2020, overseas investors have poured $547 billion into U.S. assets, and the foreign purchases of U.S. assets are on track to reach $138 billion in 2025.
However, out of this $138 billion, the investor interest in U.S. equity funds alone could lead to inflows of about $136 billion, the second-highest after 2024.
Such funds have garnered inflows of approximately $350 billion since the beginning of 2020. “After a brief pause, international buying of US assets is back,” the post highlighted.
According to Yodelar, the top-performing U.S. equity funds of 2025 so far include the following;
Top U.S. Equity Funds
YTD
3 Years Annualized
5 Years Annualized
Alger American Asset Growth Fund
-0.73%
24.03%
14.10%
CT North American Equity 2 Fund
-2.86%
14.79%
15.24%
Fidelity Index US P Fund
1.66%
17.29%
14.16%
HSBC American Index C Fund
-6.15%
14.52%
13.77%
Invesco EQQQ NASDAQ 100 UCITS ETF
-7.28%
21.81%
16.97%
iShares S&P 500 Industrials Sector UCITS ETF
0.06%
14.62%
15.34%
Schroder QEP US Core Fund
-5.35%
14.44%
14.33%
Why It Matters: U.S. equities took a beating in April amid the tariff-induced volatility, but the major benchmark indices have recovered to trade near their all-time highs following a blip.
While Israel and Iran‘s ongoing conflict poses a threat to the market, analysis of historical data shows that the S&P 500 index drops by 5% and recovers over the next three, six, and 12 months during wars, sans recessions.
Price Action: After falling on Friday, the SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust ETF (NASDAQ:QQQ), which track the S&P 500 index and Nasdaq 100 index, respectively, advanced on Monday. The SPY was up 0.95% at $602.68, while the QQQ advanced 1.39% to $534.29, according to Benzinga Pro data.
The futures of the Dow Jones, S&P 500, and Nasdaq 100 indices were trading lower on Tuesday.
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Posted-In: foreign inflows Iran israel Kobeissi Letter Mutual Funds U.S. assets U.S. equity fundsEquities
