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 a closer substitute for your current allocation.
Cheapest Alternatives to POBAX
POBAX charges 0.60% annually. There are 232 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 | POBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | POBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | POBAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | POBAX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | POBAX vs VTMFX |
Best Risk-Adjusted Alternatives to POBAX
POBAX has a PortfoliosLab risk / return rank of 57. There are 294 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 | POBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | POBAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | POBAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | POBAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | POBAX vs AOBLX |
Top Performing POBAX Alternatives (YTD)
POBAX is at 5.73% YTD. There are 334 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | POBAX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | POBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | POBAX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | POBAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | POBAX vs TIBIX |
Lowest Volatility Alternatives to POBAX
POBAX has 6.64% 1-year volatility. There are 149 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 | POBAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | POBAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | POBAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | POBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | POBAX vs CSTAX |
Lowest Drawdown Alternatives to POBAX
POBAX has a 1-year max drawdown of -5.15%. There are 145 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 | POBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | POBAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | POBAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | POBAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | POBAX 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 | 84 | 1.54% | — | Jun 2011 | POBAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 93 | 0.97% | — | Dec 2011 | POBAX vs PLSDX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 57 | 10.57% | — | Dec 2003 | POBAX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 58 | 12.42% | — | Dec 2003 | POBAX vs POEAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 28 | 0.29% | — | Dec 2010 | POBAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 54 | 8.05% | — | Dec 2003 | POBAX vs POCAX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 53 | 3.57% | — | Dec 2003 | POBAX vs POAAX | |
| Pacific Funds High Income | High Yield Bonds | 65 | 1.78% | — | Dec 2011 | POBAX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 59 | 1.00% | — | Dec 2011 | POBAX vs PLSRX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 1.80% | — | Jun 2019 | POBAX vs PLUIX |
Often Compared With POBAX
Investors most often compare POBAX with TPDAX, BERIX, PUDZX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare POBAX with Any Fund or Stock
Compare POBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POBAX with funds that move differently
Pacific Funds Portfolio Optimization Moderate-Conservative alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POBAX.
Explore POBAX Diversifiers