Boston Trust Correlations

Mutual Funds . USA . 
Fund . Boston Trust Small
BOSOX Fund  USD 17.39  0.11  0.63%   
The current 90-days correlation between Boston Trust Small and International Fund International is 0.79 (i.e., Poor diversification). The correlation of Boston Trust is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Boston Trust Correlation With Market

Very poor diversification

The correlation between Boston Trust Small and DJI is 0.84 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Boston Trust Small and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Boston Trust Small. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in persons.

Moving together with Boston Mutual Fund

  0.98WAMFX Walden MidcapPairCorr
  0.93WSBFX Walden Asset ManagementPairCorr
  0.93WSEFX Walden EquityPairCorr
  0.99WASMX Walden Smid CapPairCorr
  0.93BTBFX Boston Trust AssetPairCorr
  0.94BTEFX Boston Trust EquityPairCorr
  0.98BTMFX Boston Trust MidcapPairCorr
  0.99BTSMX Boston Trust SmidPairCorr
  0.95VSMAX Vanguard Small CapPairCorr
  0.95VSCIX Vanguard Small CapPairCorr
  0.95VSCPX Vanguard Small CapPairCorr
  0.95NAESX Vanguard Small CapPairCorr
  0.93FSSNX Fidelity Small CapPairCorr
  0.96DFSTX Us Small CapPairCorr
  0.96PASVX T Rowe PricePairCorr
  0.96PRVIX T Rowe PricePairCorr
  0.96TRZVX T Rowe PricePairCorr
  0.96PRSVX T Rowe PricePairCorr
  0.88BRUFX Bruce Fund BrucePairCorr
  0.9SPGSX State Street PremierPairCorr
  0.72KF Korea ClosedPairCorr
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  0.91ETFAX Stadion Tactical GrowthPairCorr
  0.94ASMZX Alger Smidcap FocusPairCorr
  0.91XXBGX Blackstonegso LongPairCorr
  0.79CLM Cornerstone StrategicPairCorr
  0.96MEIGX Mfs Value FundPairCorr
  0.87WCMEX Wcm Focused EmergingPairCorr
  0.87FSAAX Fidelity Asset ManagerPairCorr
  0.95TASMX Transamerica Smallmid CapPairCorr
  0.69MSUMX Managed Account SeriesPairCorr
  0.91CMAIX Invesco ServativePairCorr
  0.77APNXX Cavanal Hill FundsPairCorr
  0.92GNWRX Nationwide Fund ClassPairCorr
  0.92TCMSX Tcm Small CapPairCorr
  0.91POMDX Pacific Funds PortfolioPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Boston Mutual Fund performing well and Boston Trust Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Boston Trust's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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