BOSVX Mutual Fund
NAV$23.09
TER0.47%
Holdings593
BOSVX Mutual Fund
NAV$23.09
Bridgeway Omni Small Cap Value Fund
TER0.47%
Holdings593
X-ray your whole portfolio
$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.
BOSVX Mutual Fund Overlap Analysis
BOSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BOSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 593 holdings, BOSVX may share significant positions with broad-market funds.
BOSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BOSVX tax-loss harvesting finds highly correlated but non-identical funds.