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Fund Spy

Allocation Funds’ 2021 Highlights

Equities dominate, value rebounds, and a behemoth gets big inflows.

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U.S. stocks rose sharply in 2021 as the economy and corporate profits bounced back. The S&P 500 posted a 28.7% gain, propelling allocation funds that favor equities to double-digit returns, on average. The allocation--85%+ equity Morningstar Category, for example, posted an average gain of 17.6%.

Greg Carlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.