tiprankstipranks
Advertisement

BKCI - ETF AI Analysis

Compare

Top Page

BKCI

BNY Mellon Concentrated International ETF (BKCI)

Rating:68Neutral
Price Target:
BKCI, the BNY Mellon Concentrated International ETF, has a solid overall rating, reflecting a portfolio led by strong global companies with healthy finances and growth prospects. Key holdings like TSMC and ASML support the fund’s quality through robust revenue growth, advanced technology leadership, and positive earnings sentiment, even though their higher valuations add some risk. The main risk factor is that several other sizable holdings, such as Compass, Amadeus, Air Liquide, and SAP, show bearish technical trends or appear expensive, which can weigh on short-term performance despite their underlying business strength.
Positive Factors
Strong Leading Tech Holdings
Top positions like ASML and TSMC have shown strong year-to-date performance, helping support the ETF’s overall returns.
Broad International Diversification
The fund spreads its investments across many countries in Europe, Asia, and North America, reducing reliance on any single market.
Solid Recent Performance Trend
The ETF has delivered steady gains over the year-to-date and recent three-month period, indicating positive momentum.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Concentrated Top Holdings
A relatively small number of stocks make up a meaningful portion of the portfolio, increasing the impact if any of these companies run into trouble.
Mixed Performance Among Key Positions
Some notable holdings, such as AIA Group and Compass, have shown weak year-to-date performance, which can drag on the fund’s results.

BKCI vs. SPDR S&P 500 ETF (SPY)

BKCI Summary

BKCI, the BNY Mellon Concentrated International ETF, invests in a hand-picked group of companies from markets around the world rather than tracking a specific index. It focuses on a broad mix of industries, including general business, health care, and technology, with major exposure to countries like France, the UK, Japan, and the USA. Well-known holdings include chip maker TSMC and semiconductor equipment leader ASML. Investors might consider BKCI to diversify beyond U.S. stocks and tap into global growth. However, because it holds a concentrated set of international stocks, its price can move up and down sharply with global market conditions and currency swings.
How much will it cost me?The BNY Mellon Concentrated International ETF (BKCI) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than the average for passively managed ETFs because BKCI is actively managed, focusing on a concentrated selection of international stocks to potentially achieve higher returns.
What would affect this ETF?The BNY Mellon Concentrated International ETF (BKCI) could benefit from growth in developed markets outside the U.S., particularly if sectors like technology and consumer cyclical continue to thrive globally. However, it may face challenges from economic slowdowns, regulatory changes, or currency fluctuations in these regions, which could negatively impact its top holdings and sector performance.

BKCI Top 10 Holdings

BKCI is leaning heavily on a handful of global champions, with chipmakers ASML and TSMC doing much of the heavy lifting as their shares keep rising on the back of AI and semiconductor demand. TotalEnergies and Air Liquide add a steady European industrial and energy backbone, contributing positively without much drama. On the softer side, AIA Group and Compass have been lagging, acting like a small anchor on recent returns. Overall, the fund is a concentrated bet on developed markets outside the U.S., with a clear tilt toward tech and high-quality multinationals.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
TSMC5.04%$6.60M$2.03T73.51%
81
Outperform
ASML Holding NV4.99%$6.53M€573.13B120.43%
76
Outperform
TotalEnergies SE4.95%$6.48M€172.55B46.31%
78
Outperform
AIA Group4.74%$6.21MHK$797.73B-3.10%
72
Outperform
Alimentation Couche-Tard Inc4.61%$6.04MC$75.29B8.12%
77
Outperform
Amadeus IT Group S.A4.45%$5.83M€22.70B-18.45%
61
Neutral
SAP SE4.28%$5.61M€213.43B-21.02%
66
Neutral
Compass4.25%$5.56M$52.62B-11.40%
64
Neutral
Roche Holding AG4.23%$5.54M$348.56B29.76%
73
Outperform
Air Liquide4.21%$5.52M€108.76B7.79%
66
Neutral

BKCI Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
53.91
Negative
100DMA
53.29
Positive
200DMA
52.38
Positive
Market Momentum
MACD
-0.10
Positive
RSI
42.13
Neutral
STOCH
15.10
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKCI, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 54.33, equal to the 50-day MA of 53.91, and equal to the 200-day MA of 52.38, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 42.13 is Neutral, neither overbought nor oversold. The STOCH value of 15.10 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BKCI.

BKCI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$131.57M0.65%
68
Neutral
$736.66M0.59%
63
Neutral
$561.83M0.65%
63
Neutral
$362.31M0.23%
65
Neutral
$250.61M0.29%
69
Neutral
$223.41M0.30%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BKCI
BNY Mellon Concentrated International ETF
53.51
2.91
5.75%
FYLD
Cambria Foreign Shareholder Yield ETF
TXUE
Thornburg International Equity ETF
AVSD
Avantis Responsible International Equity ETF
NBIE
Neuberger International Core Equity ETF
DXIV
Dimensional International Vector Equity ETF
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: ―
Table of Contents
Advertisement