Looking to diversify beyond BOSOX? The mutual funds below have historically moved differently from BOSOX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for BOSOX
1 mutual funds have low correlation with BOSOX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Core Fund (QISCX) (Small Cap Blend Equities) with a 1Y correlation of 0.26, down from 0.72 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Core Fund | 0.26 | 0.55 | 0.72 | 67 | Small Cap Blend Equities | BOSOX vs QISCX | |
| Federated Hermes Clover Small Value Fund | 0.30 | 0.58 | 0.74 | 71 | Small Cap Value Equities | BOSOX vs VSFAX | |
| Transamerica Emerging Markets Debt Fund | 0.39 | 0.36 | 0.36 | 88 | Emerging Markets Bonds | BOSOX vs EMTIX | |
| DFA International Small Company Portfolio | 0.54 | 0.59 | 0.65 | 60 | Foreign Small & Mid Cap Equities, Small Cap Blend Equities | BOSOX vs DFISX | |
| John Hancock Variable Insurance Trust Small Cap In... | 0.58 | 0.75 | 0.84 | 85 | Small Cap Blend Equities | BOSOX vs JESIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements BOSOX
Add BOSOX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BOSOX