Pacific Funds Portfolio Optimization Growth (PODAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PODAX
PODAX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PODAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PODAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PODAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PODAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PODAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PODAX vs BWBIX |
Best Risk-Adjusted Alternatives to PODAX
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 | PODAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PODAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PODAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PODAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PODAX vs PMAIX |
Top Performing PODAX Alternatives (YTD)
PODAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PODAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PODAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PODAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PODAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PODAX vs CONWX |
Lowest Volatility Alternatives to PODAX
PODAX 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 | PODAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PODAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PODAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PODAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PODAX vs SICIX |
Lowest Drawdown Alternatives to PODAX
PODAX 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 | PODAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PODAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PODAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PODAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PODAX 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 | 93 | -1.34% | Jun 29, 2011 | PODAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 98 | 0.07% | Dec 19, 2011 | PODAX vs PLSDX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 49 | -3.86% | Dec 30, 2003 | PODAX vs POCAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 67 | -0.63% | Dec 31, 2010 | PODAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 48 | -4.48% | Dec 30, 2003 | PODAX vs POEAX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 58 | -2.60% | Dec 30, 2003 | PODAX vs POBAX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 0.42% | Jun 28, 2019 | PODAX vs PLUIX | |
| Pacific Funds High Income | High Yield Bonds | 87 | -0.95% | Dec 19, 2011 | PODAX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 92 | -0.86% | Dec 18, 2011 | PODAX vs PLSRX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 68 | -1.64% | Dec 30, 2003 | PODAX vs POAAX |
Often Compared With PODAX
What investors most often compare with PODAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | PODAX vs VOO | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | PODAX vs VTI | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | PODAX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | PODAX vs WWWEX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | PODAX vs TPDAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | PODAX vs MAANX |
Compare PODAX with Any Fund or Stock
Compare PODAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.