Pacific Funds Portfolio Optimization Moderate (POCAX) Alternatives
Pacific Funds Portfolio Optimization Moderate (POCAX) 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 POCAX. 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 POCAX
POCAX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among POCAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | POCAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | POCAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | POCAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | POCAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | POCAX vs BWBIX |
Best Risk-Adjusted Alternatives to POCAX
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 | POCAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | POCAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | POCAX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | POCAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | POCAX vs PMAIX |
Top Performing POCAX Alternatives (YTD)
POCAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | POCAX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | POCAX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | POCAX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | POCAX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | POCAX vs TPDAX |
Lowest Volatility Alternatives to POCAX
POCAX 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 | POCAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | POCAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | POCAX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | POCAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | POCAX vs SICIX |
Lowest Drawdown Alternatives to POCAX
POCAX 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 | POCAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | POCAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | POCAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | POCAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | POCAX 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 | 92 | -1.23% | Jun 29, 2011 | POCAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 97 | -0.22% | Dec 19, 2011 | POCAX vs PLSDX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 51 | -0.84% | Dec 31, 2010 | POCAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 58 | -1.69% | Dec 30, 2003 | POCAX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 59 | -1.83% | Dec 30, 2003 | POCAX vs POEAX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 63 | -1.25% | Dec 30, 2003 | POCAX vs POBAX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 0.42% | Jun 28, 2019 | POCAX vs PLUIX | |
| Pacific Funds High Income | High Yield Bonds | 84 | -1.06% | Dec 19, 2011 | POCAX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 88 | -1.05% | Dec 18, 2011 | POCAX vs PLSRX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 70 | -0.68% | Dec 30, 2003 | POCAX vs POAAX |
Often Compared With POCAX
What investors most often compare with POCAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 30 | -9.72% | Oct 2, 1995 | POCAX vs POGAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 19 | -0.38% | Aug 8, 2013 | POCAX vs QBDSX | |
| Concorde Wealth Management Fund | Diversified Portfolio | 86 | 9.02% | Dec 3, 1987 | POCAX vs CONWX | |
| Kinetics The Global Fund | Diversified Portfolio | 14 | 6.72% | Dec 30, 1999 | POCAX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 47 | -0.83% | Nov 29, 2021 | POCAX vs MAANX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | Diversified Portfolio | 89 | 8.96% | Apr 8, 2012 | POCAX vs SIFAX |
Compare POCAX with Any Fund or Stock
Compare POCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.