BKCG - ETF AI Analysis
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BNY Mellon Concentrated Growth ETF (BKCG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Growth Holdings
Several of the largest positions, including major technology and semiconductor names, have shown strong recent performance, helping support the ETF’s returns.
Focused Growth Exposure
The fund targets a concentrated group of leading growth companies, which can amplify gains when these businesses perform well.
Broad Sector Mix Within Growth
While tilted toward technology, the ETF also holds financial, communication services, consumer, industrial, and health care stocks, providing some diversification across different parts of the economy.
Negative Factors
High Stock Concentration
A relatively small number of companies make up a large share of the portfolio, increasing the impact that any one stock’s weakness can have on the fund.
Heavy Technology Tilt
With a large portion of assets in technology-related names, the ETF is more sensitive to swings in the tech sector than a more balanced fund.
Limited Geographic Diversification
The portfolio is heavily focused on U.S. companies, which means it offers little protection if the U.S. market faces a downturn.
BKCG vs. SPDR S&P 500 ETF (SPY)
AUM122.34M
RegionNorth America
Expense Ratio0.50%
Beta1.06
IssuerBNY Mellon
Inception DateMar 31, 2025
Dividend Yield0.59%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,542
30 Day Avg. Volume2,136
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
47.46Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BKCG Summary
BKCG, the BNY Mellon Concentrated Growth ETF, is an actively managed fund that focuses on large U.S. companies with strong growth potential, especially in technology and other fast-growing sectors. It doesn’t track a set index, but instead relies on managers to pick leading growth stocks. Well-known holdings include Nvidia, Amazon, Apple, Microsoft, and Alphabet (Google). Someone might invest in BKCG to seek long-term growth by owning a concentrated basket of major industry leaders. However, because it is heavily tilted toward growth and tech-related companies, its price can rise and fall more sharply than the overall market.
How much will it cost me?The BNY Mellon Concentrated Growth ETF (Ticker: BKCG) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, with professional managers selecting stocks rather than tracking an index.
What would affect this ETF?BKCG's focus on large-cap growth companies, particularly in technology and financial sectors, positions it to benefit from innovation and economic expansion in the U.S. However, it could face challenges from rising interest rates, which may impact growth stocks negatively, and regulatory changes affecting major tech firms like Nvidia, Microsoft, and Alphabet. Additionally, economic slowdowns or shifts in consumer spending could influence the performance of its consumer-focused holdings.
BKCG Top 10 Holdings
BKCG is leaning heavily into U.S. Big Tech and chip powerhouses, with Apple and ASML doing much of the heavy lifting as their shares keep climbing on the back of strong demand and AI optimism. Nvidia and TSMC are more of a mixed bag, still key to the story but wobbling lately after earlier strength. Amazon, Alphabet, and Meta have been lagging, acting like a bit of sand in the fund’s gears rather than fuel. Overall, it’s a concentrated, tech-centric U.S. growth play with a notable global chip footprint.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.03% | $12.27M | $5.05T | 17.21% | 76 Outperform | |
| Amazon | 7.59% | $9.28M | $2.83T | 14.14% | 71 Outperform | |
| Alphabet Class C | 7.24% | $8.85M | $4.24T | 65.11% | 82 Outperform | |
| Microsoft | 6.58% | $8.05M | $3.62T | -2.06% | 79 Outperform | |
| Apple | 5.08% | $6.21M | $4.53T | 35.14% | 79 Outperform | |
| TSMC | 4.53% | $5.55M | $1.93T | 74.85% | 81 Outperform | |
| Mastercard | 4.16% | $5.09M | $525.48B | 1.31% | 75 Outperform | |
| ASML Holding | 3.87% | $4.74M | $664.12B | 128.53% | 81 Outperform | |
| Eli Lilly & Co | 3.64% | $4.45M | $1.17T | 67.61% | 72 Outperform | |
| Meta Platforms | 3.48% | $4.25M | $1.42T | -24.41% | 76 Outperform |
BKCG Technical Analysis
Positive
―
Price Trends
38.14
Positive
37.64
Positive
36.70
Positive
Market Momentum
0.25
Positive
54.63
Neutral
27.47
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKCG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.23, equal to the 50-day MA of 38.14, and equal to the 200-day MA of 36.70, indicating a neutral trend. The MACD of 0.25 indicates Positive momentum. The RSI at 54.63 is Neutral, neither overbought nor oversold. The STOCH value of 27.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BKCG.
BKCG Peer Comparison
Comparison Results
Performance Comparison
BKCG
BNY Mellon Concentrated Growth ETF
39.08
4.35
12.53%
QDVO
Amplify CWP Growth & Income ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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CAML
Congress Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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CARK
CastleArk Large Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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