Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) Alternatives
Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) 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 POBAX. 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 POBAX
POBAX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among POBAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | POBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | POBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | POBAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | POBAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | POBAX vs FYMIX |
Best Risk-Adjusted Alternatives to POBAX
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 | POBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | POBAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | POBAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | POBAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | POBAX vs PMAIX |
Top Performing POBAX Alternatives (YTD)
POBAX 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 | POBAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | POBAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | POBAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | POBAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | POBAX vs CONWX |
Lowest Volatility Alternatives to POBAX
POBAX 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 | POBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | POBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | POBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | POBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | POBAX vs SICIX |
Lowest Drawdown Alternatives to POBAX
POBAX 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 | POBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | POBAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | POBAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | POBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | POBAX 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 | POBAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 98 | 0.07% | Dec 19, 2011 | POBAX vs PLSDX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 49 | -3.86% | Dec 30, 2003 | POBAX vs POCAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 67 | -0.63% | Dec 31, 2010 | POBAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 47 | -3.98% | Dec 30, 2003 | POBAX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 48 | -4.48% | Dec 30, 2003 | POBAX vs POEAX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 0.42% | Jun 28, 2019 | POBAX vs PLUIX | |
| Pacific Funds High Income | High Yield Bonds | 87 | -0.95% | Dec 19, 2011 | POBAX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 92 | -0.86% | Dec 18, 2011 | POBAX vs PLSRX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 68 | -1.64% | Dec 30, 2003 | POBAX vs POAAX |
Compare POBAX with Any Fund or Stock
Compare POBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.