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 a closer substitute for your current allocation.
Cheapest Alternatives to POAAX
POAAX charges 0.60% annually. There are 230 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | POAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | POAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | POAAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | POAAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | POAAX vs FYMIX |
Best Risk-Adjusted Alternatives to POAAX
POAAX has a PortfoliosLab risk / return rank of 55. There are 343 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | POAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | POAAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | POAAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | POAAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | POAAX vs FSRRX |
Top Performing POAAX Alternatives (YTD)
POAAX is at 3.09% YTD. There are 477 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | POAAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | POAAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | POAAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | POAAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | POAAX vs BRUFX |
Lowest Volatility Alternatives to POAAX
POAAX has 5.03% 1-year volatility. There are 44 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | POAAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | POAAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | POAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | POAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | POAAX vs CSTAX |
Lowest Drawdown Alternatives to POAAX
POAAX has a 1-year max drawdown of -3.88%. There are 44 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | POAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | POAAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | POAAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | POAAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | POAAX vs CSTAX |
Other Mutual Funds from Pacific Funds Series Trust
The 10 most viewed Pacific Funds Series Trust mutual funds shown here include PLFRX, PLSDX, PODAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pacific Funds Floating Rate Income | Bank Loan | 89 | 1.43% | — | Jun 2011 | POAAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 92 | 0.97% | — | Dec 2011 | POAAX vs PLSDX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 65 | 9.89% | — | Dec 2003 | POAAX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 65 | 11.60% | — | Dec 2003 | POAAX vs POEAX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 60 | 5.19% | — | Dec 2003 | POAAX vs POBAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 24 | -0.34% | — | Dec 2010 | POAAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 58 | 7.39% | — | Dec 2003 | POAAX vs POCAX | |
| Pacific Funds Strategic Income | Multisector Bonds | 48 | 0.52% | — | Dec 2011 | POAAX vs PLSRX | |
| Pacific Funds High Income | High Yield Bonds | 60 | 1.45% | — | Dec 2011 | POAAX vs PLHIX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 1.80% | — | Jun 2019 | POAAX vs PLUIX |
Often Compared With POAAX
Investors most often compare POAAX with VTI, MHELX, CONWX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare POAAX with Any Fund or Stock
Compare POAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POAAX with funds that move differently
Pacific Funds Portfolio Optimization Conservative alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POAAX.
Explore POAAX Diversifiers