Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) Alternatives
Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) 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 POEAX. 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 POEAX
POEAX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among POEAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | POEAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | POEAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | POEAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | POEAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | POEAX vs BWBIX |
Best Risk-Adjusted Alternatives to POEAX
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 | POEAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | POEAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | POEAX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | POEAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | POEAX vs PMAIX |
Top Performing POEAX Alternatives (YTD)
POEAX 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 | POEAX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | POEAX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | POEAX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | POEAX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | POEAX vs TPDAX |
Lowest Volatility Alternatives to POEAX
POEAX 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 | POEAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | POEAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | POEAX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | POEAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | POEAX vs SICIX |
Lowest Drawdown Alternatives to POEAX
POEAX 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 | POEAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | POEAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | POEAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | POEAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | POEAX 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 | POEAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 97 | -0.22% | Dec 19, 2011 | POEAX vs PLSDX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 60 | -1.97% | Dec 30, 2003 | POEAX vs POCAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 51 | -0.84% | Dec 31, 2010 | POEAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 58 | -1.69% | Dec 30, 2003 | POEAX vs PODAX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 63 | -1.25% | Dec 30, 2003 | POEAX vs POBAX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 0.42% | Jun 28, 2019 | POEAX vs PLUIX | |
| Pacific Funds High Income | High Yield Bonds | 84 | -1.06% | Dec 19, 2011 | POEAX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 88 | -1.05% | Dec 18, 2011 | POEAX vs PLSRX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 70 | -0.68% | Dec 30, 2003 | POEAX vs POAAX |
Often Compared With POEAX
What investors most often compare with POEAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | POEAX vs VOO | |
| Schwab U.S. Dividend Equity ETF | Dividend | 43 | 12.17% | Oct 20, 2011 | POEAX vs SCHD | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | POEAX vs SPY | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 59 | -3.29% | Jun 27, 2016 | POEAX vs VTI | |
| Invesco Zacks Multi-Asset Income ETF | Diversified Portfolio, Dividend | 33 | 1.96% | Sep 21, 2006 | POEAX vs CVY | |
| iShares ESG Advanced MSCI USA ETF | Large Cap Growth Equities | 57 | -3.09% | Jun 16, 2020 | POEAX vs USXF | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 47 | -0.83% | Nov 29, 2021 | POEAX vs MAANX | |
| Kinetics The Global Fund | Diversified Portfolio | 14 | 6.72% | Dec 30, 1999 | POEAX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 19 | -0.38% | Aug 8, 2013 | POEAX vs QBDSX | |
| Concorde Wealth Management Fund | Diversified Portfolio | 86 | 9.02% | Dec 3, 1987 | POEAX vs CONWX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | Diversified Portfolio | 89 | 8.96% | Apr 8, 2012 | POEAX vs SIFAX |
Compare POEAX with Any Fund or Stock
Compare POEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.