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 a closer substitute for your current allocation.
Cheapest Alternatives to POCAX
POCAX charges 0.60% annually. There are 228 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 | POCAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | POCAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | POCAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | POCAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | POCAX vs BWBIX |
Best Risk-Adjusted Alternatives to POCAX
POCAX has a PortfoliosLab risk / return rank of 62. There are 293 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 | POCAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | POCAX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | POCAX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | POCAX vs NWQIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | POCAX vs FIQDX |
Top Performing POCAX Alternatives (YTD)
POCAX is at 7.64% YTD. There are 224 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | POCAX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | POCAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | POCAX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | POCAX vs MHELX | |
| Standpoint Multi-Asset Fund Institutional | 17.17% | — | Dec 2019 | POCAX vs BLNDX |
Lowest Volatility Alternatives to POCAX
POCAX has 8.34% 1-year volatility. There are 298 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 | POCAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | POCAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | POCAX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | POCAX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | POCAX vs CSTAX |
Lowest Drawdown Alternatives to POCAX
POCAX has a 1-year max drawdown of -6.47%. There are 288 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 | POCAX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | POCAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | POCAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | POCAX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | POCAX vs FSIRX |
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 | 82 | 1.32% | — | Jun 2011 | POCAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 93 | 0.79% | — | Dec 2011 | POCAX vs PLSDX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 63 | 9.81% | — | Dec 2003 | POCAX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 62 | 11.26% | — | Dec 2003 | POCAX vs POEAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 31 | 0.50% | — | Dec 2010 | POCAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 62 | 5.37% | — | Dec 2003 | POCAX vs POBAX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 59 | 3.38% | — | Dec 2003 | POCAX vs POAAX | |
| Pacific Funds High Income | High Yield Bonds | 75 | 1.63% | — | Dec 2011 | POCAX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 72 | 1.18% | — | Dec 2011 | POCAX vs PLSRX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 1.46% | — | Jun 2019 | POCAX vs PLUIX |
Often Compared With POCAX
Investors most often compare POCAX with POGAX, QBDSX, SIFAX. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare POCAX with Any Fund or Stock
Compare POCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POCAX with funds that move differently
Pacific Funds Portfolio Optimization Moderate alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POCAX.
Explore POCAX Diversifiers