BOSOX Mutual Fund
BOSOX Mutual Fund
NAV$19.66
TER1.00%
Holdings73
BOSOX Mutual Fund
NAV$19.66
Boston Trust Walden Small Cap Fund
TER1.00%
Holdings73
BOSOX Mutual Fund Overlap Analysis
BOSOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BOSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, BOSOX may share significant positions with broad-market funds.
BOSOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BOSOX tax-loss harvesting finds highly correlated but non-identical funds.