BOSOX Mutual Fund
BOSOX Mutual Fund
NAV$18.60
AUM$929M
TER1.00%
Holdings83
See how much of BOSOX you already own
BOSOX Mutual Fund
NAV$18.60
Boston Trust Walden Small Cap Fund
AUM$929M
TER1.00%
Holdings83
See how much of BOSOX you already own
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 83 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.