BOSYX Mutual Fund
BOSYX Mutual Fund
NAV$17.74
AUM$13M
TER1.04%
Holdings113
See how much of BOSYX you already own
BOSYX Mutual Fund
NAV$17.74
BNY Mellon Small Cap Value Fund Class Y
AUM$13M
TER1.04%
Holdings113
See how much of BOSYX you already own
BOSYX Mutual Fund Overlap Analysis
BOSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BOSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, BOSYX may share significant positions with broad-market funds.
BOSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BOSYX tax-loss harvesting finds highly correlated but non-identical funds.