BOSCX Mutual Fund Analysis & Holdings | MarketXLS

BOSCX Mutual Fund

NAV$15.45

AUM$598,754.93

TER2.26%

Holdings113

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BOSCX Mutual Fund

NAV$15.45

BNY Mellon Small Cap Value Fund Class C

AUM$598,754.93

TER2.26%

Holdings113

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BOSCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BOSCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.