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 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 | POCAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | POCAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | POCAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | POCAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | POCAX vs BWBIX |
Best Risk-Adjusted Alternatives to POCAX
POCAX has a PortfoliosLab risk / return rank of 58. There are 319 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 | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | POCAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | POCAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | POCAX vs FSRRX |
Top Performing POCAX Alternatives (YTD)
POCAX is at 7.39% YTD. There are 198 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 | POCAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | POCAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | POCAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | POCAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | POCAX vs BRUFX |
Lowest Volatility Alternatives to POCAX
POCAX has 9.12% 1-year volatility. There are 310 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 Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | POCAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | POCAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | POCAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | POCAX vs CSTAX |
Lowest Drawdown Alternatives to POCAX
POCAX has a 1-year max drawdown of -6.47%. There are 285 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | POCAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | POCAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | POCAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | POCAX 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 | POCAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 92 | 0.97% | — | Dec 2011 | POCAX vs PLSDX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 65 | 9.89% | — | Dec 2003 | POCAX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 65 | 11.60% | — | Dec 2003 | POCAX vs POEAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 24 | -0.34% | — | Dec 2010 | POCAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 60 | 5.19% | — | Dec 2003 | POCAX vs POBAX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 55 | 3.09% | — | Dec 2003 | POCAX vs POAAX | |
| Pacific Funds Strategic Income | Multisector Bonds | 48 | 0.52% | — | Dec 2011 | POCAX vs PLSRX | |
| Pacific Funds High Income | High Yield Bonds | 60 | 1.45% | — | Dec 2011 | POCAX vs PLHIX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 1.80% | — | Jun 2019 | POCAX vs PLUIX |
Often Compared With POCAX
Investors most often compare POCAX with POGAX, SIFAX, TPDAX. These 20 comparison targets span 4 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