Pacific Funds Portfolio Optimization Conservative (POAAX) Alternatives
Pacific Funds Portfolio Optimization Conservative (POAAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with POAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to POAAX
POAAX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among POAAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | POAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | POAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | POAAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | POAAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | POAAX vs FYMIX |
Best Risk-Adjusted Alternatives to POAAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | POAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | POAAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | POAAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | POAAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | POAAX vs PMAIX |
Top Performing POAAX Alternatives (YTD)
POAAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | POAAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | POAAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | POAAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | POAAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | POAAX vs CONWX |
Lowest Volatility Alternatives to POAAX
POAAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | POAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | POAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | POAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | POAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | POAAX vs SICIX |
Lowest Drawdown Alternatives to POAAX
POAAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | POAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | POAAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | POAAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | POAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | POAAX vs SICIX |
Other Mutual Funds from Pacific Funds Series Trust
Most popular Pacific Funds Series Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pacific Funds Floating Rate Income | Bank Loan | 93 | -1.34% | Jun 29, 2011 | POAAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 98 | 0.07% | Dec 19, 2011 | POAAX vs PLSDX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 49 | -3.86% | Dec 30, 2003 | POAAX vs POCAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 67 | -0.63% | Dec 31, 2010 | POAAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 47 | -3.98% | Dec 30, 2003 | POAAX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 48 | -4.48% | Dec 30, 2003 | POAAX vs POEAX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 58 | -2.60% | Dec 30, 2003 | POAAX vs POBAX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 0.42% | Jun 28, 2019 | POAAX vs PLUIX | |
| Pacific Funds High Income | High Yield Bonds | 87 | -0.95% | Dec 19, 2011 | POAAX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 92 | -0.86% | Dec 18, 2011 | POAAX vs PLSRX |
Often Compared With POAAX
What investors most often compare with POAAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | POAAX vs VTI | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | POAAX vs TPDAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | POAAX vs MAANX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | POAAX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | POAAX vs WWWEX |
Compare POAAX with Any Fund or Stock
Compare POAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.