BOSCX Mutual Fund
BOSCX Mutual Fund
NAV$15.19
AUM$588,424.62
TER2.26%
Holdings113
See how much of BOSCX you already own
BOSCX Mutual Fund
NAV$15.19
BNY Mellon Small Cap Value Fund Class C
AUM$588,424.62
TER2.26%
Holdings113
See how much of BOSCX you already own
BOSCX Mutual Fund Overlap Analysis
BOSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BOSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, BOSCX may share significant positions with broad-market funds.
BOSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BOSCX tax-loss harvesting finds highly correlated but non-identical funds.