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 a closer substitute for your current allocation.
Cheapest Alternatives to POEAX
POEAX 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 | POEAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | POEAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | POEAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | POEAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | POEAX vs BWBIX |
Best Risk-Adjusted Alternatives to POEAX
POEAX has a PortfoliosLab risk / return rank of 65. There are 244 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 | POEAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | POEAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | POEAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | POEAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | POEAX vs FSRRX |
Top Performing POEAX Alternatives (YTD)
POEAX is at 11.60% YTD. There are 35 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 | POEAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | POEAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | POEAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | POEAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | POEAX vs BRUFX |
Lowest Volatility Alternatives to POEAX
POEAX has 12.75% 1-year volatility. There are 485 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 | POEAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | POEAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | POEAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | POEAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | POEAX vs CSTAX |
Lowest Drawdown Alternatives to POEAX
POEAX has a 1-year max drawdown of -8.57%. There are 465 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 | POEAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | POEAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | POEAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | POEAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | POEAX 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 | POEAX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 92 | 0.97% | — | Dec 2011 | POEAX vs PLSDX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 65 | 9.89% | — | Dec 2003 | POEAX vs PODAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 24 | -0.34% | — | Dec 2010 | POEAX vs PLIIX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 60 | 5.19% | — | Dec 2003 | POEAX vs POBAX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 58 | 7.39% | — | Dec 2003 | POEAX vs POCAX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 55 | 3.09% | — | Dec 2003 | POEAX vs POAAX | |
| Pacific Funds Strategic Income | Multisector Bonds | 48 | 0.52% | — | Dec 2011 | POEAX vs PLSRX | |
| Pacific Funds High Income | High Yield Bonds | 60 | 1.45% | — | Dec 2011 | POEAX vs PLHIX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 1.80% | — | Jun 2019 | POEAX vs PLUIX |
Often Compared With POEAX
Investors most often compare POEAX with VOO, SCHD, VTI. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare POEAX with Any Fund or Stock
Compare POEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POEAX with funds that move differently
Pacific Funds Portfolio Optimization Aggressive-Growth alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POEAX.
Explore POEAX Diversifiers