Pacific Funds Portfolio Optimization Growth (PODAX) 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 PODAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PODAX
PODAX 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 | PODAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PODAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | PODAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PODAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PODAX vs VTMFX |
Best Risk-Adjusted Alternatives to PODAX
PODAX has a PortfoliosLab risk / return rank of 65. There are 255 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 | PODAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PODAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | PODAX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | PODAX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | PODAX vs AYBLX |
Top Performing PODAX Alternatives (YTD)
PODAX is at 10.80% YTD. There are 75 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | PODAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | PODAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | PODAX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | PODAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | PODAX vs TIBIX |
Lowest Volatility Alternatives to PODAX
PODAX has 10.92% 1-year volatility. There are 426 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | PODAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | PODAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | PODAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PODAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PODAX vs CSTAX |
Lowest Drawdown Alternatives to PODAX
PODAX has a 1-year max drawdown of -7.53%. There are 399 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 | PODAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PODAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PODAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PODAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PODAX 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, POEAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pacific Funds Floating Rate Income | Bank Loan | 84 | 1.65% | — | Jun 2011 | PODAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 94 | 1.07% | — | Dec 2011 | PODAX vs PLSDX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 65 | 12.69% | — | Dec 2003 | PODAX vs POEAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 33 | 0.29% | — | Dec 2010 | PODAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 65 | 5.91% | — | Dec 2003 | PODAX vs POBAX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 61 | 8.29% | — | Dec 2003 | PODAX vs POCAX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 63 | 3.67% | — | Dec 2003 | PODAX vs POAAX | |
| Pacific Funds High Income | High Yield Bonds | 67 | 1.78% | — | Dec 2011 | PODAX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 63 | 1.00% | — | Dec 2011 | PODAX vs PLSRX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 1.80% | — | Jun 2019 | PODAX vs PLUIX |
Often Compared With PODAX
Investors most often compare PODAX with VOO, VTI, FCSRX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PODAX with Any Fund or Stock
Compare PODAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PODAX with funds that move differently
Pacific Funds Portfolio Optimization Growth alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PODAX.
Explore PODAX Diversifiers