BKLC - ETF AI Analysis

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BNY Mellon US Large Cap Core Equity ETF (BKLC)

Rating:75Outperform

Price Target:

$145.00

The BNY Mellon US Large Cap Core Equity ETF (BKLC) has a solid overall rating, reflecting its strong portfolio of leading companies. Top holdings like Microsoft and Nvidia significantly contribute to the fund’s performance due to their robust financial growth, strategic investments in AI, and positive earnings outlooks. However, weaker holdings such as JPMorgan Chase, which faces credit cost and deposit growth challenges, slightly temper the fund’s rating. A potential risk factor is the ETF's concentration in large-cap tech stocks, which could lead to volatility during market downturns in the sector.

Positive Factors

Strong Top Holdings

Several of the largest positions, such as Nvidia and Broadcom, have delivered strong year-to-date performance, driving the ETF's returns.

Low Expense Ratio

The ETF has a zero expense ratio, making it one of the most cost-effective options for investors.

Broad Sector Diversification

The fund is spread across multiple sectors, including technology, financials, and health care, reducing reliance on any single industry.

Negative Factors

High Technology Concentration

With over 35% of the portfolio in the technology sector, the ETF is heavily exposed to potential downturns in tech stocks.

Limited Geographic Exposure

The ETF is overwhelmingly focused on U.S. companies, with minimal international diversification.

Underperforming Holdings

Some top holdings, like Amazon, have shown weak year-to-date performance, which could weigh on overall returns.

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

AUM4.73B

RegionNorth America

Expense Ratio0.00%

Beta1.02

IssuerBNY Mellon

Inception DateN/A

Dividend Yield1.04%

Asset ClassEquity

Index TrackedSolactive GBS United States 500

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume151,215

30 Day Avg. Volume141,349

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

149.74

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering507

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

BKLC Summary

The BNY Mellon US Large Cap Core Equity ETF (BKLC) is an investment fund that focuses on large, well-established U.S. companies. It follows the Morningstar US Large Cap Index, which includes the top 70% of U.S. stocks by market size. BKLC holds major companies like Apple and Nvidia, giving investors exposure to industry leaders in technology, finance, and other sectors. This ETF is a great option for those seeking diversification and potential long-term growth by investing in stable, high-performing businesses. However, since it heavily focuses on large-cap stocks, its performance can fluctuate with the overall market, especially during economic downturns.

How much will it cost me?The BNY Mellon US Large Cap Core Equity ETF (BKLC) has an expense ratio of 0.00%, meaning you won’t pay any annual fees for every $1,000 invested. This is significantly lower than average because it is passively managed, tracking an index rather than requiring active management.

What would affect this ETF?BKLC's heavy exposure to technology companies like Nvidia, Apple, and Microsoft positions it to benefit from continued innovation in AI, cloud computing, and digital transformation, which could drive growth in the sector. However, rising interest rates or regulatory changes targeting big tech could negatively impact these companies' valuations. Additionally, broader economic conditions, such as a potential slowdown in consumer spending or financial sector instability, may influence the ETF's performance given its diversified sector exposure.

BKLC Top 10 Holdings

BKLC leans heavily into the tech sector, with giants like Nvidia, Apple, and Microsoft leading the charge. Nvidia’s AI-driven momentum and Broadcom’s semiconductor strength are boosting the fund, while Apple and Microsoft remain steady contributors despite valuation concerns. Amazon and Meta, however, are holding back performance with mixed results and lingering challenges in margins and expenses. Tesla’s recent rally adds a spark, but its high valuation keeps investors cautious. Overall, the fund’s U.S.-centric focus and tech-heavy lineup make it a bet on innovation, though risks from underperforming names could weigh on returns.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	7.57%	$358.02M	$4.57T	27.45%	85 Outperform
AAPL	Apple	6.68%	$316.30M	$3.97T	18.29%	80 Outperform
MSFT	Microsoft	6.28%	$297.12M	$3.69T	17.58%	82 Outperform
AMZN	Amazon	4.01%	$189.84M	$2.61T	17.40%	76 Outperform
GOOGL	Alphabet Class A	2.79%	$132.15M	$3.37T	56.34%	80 Outperform
AVGO	Broadcom	2.79%	$131.79M	$1.65T	90.28%	76 Outperform
GOOG	Alphabet Class C	2.44%	$115.25M	$3.37T	55.51%	86 Outperform
META	Meta Platforms	2.31%	$109.31M	$1.57T	5.49%	71 Outperform
TSLA	Tesla	2.14%	$101.37M	$1.43T	33.72%	73 Outperform
JPM	JPMorgan Chase	1.48%	$70.16M	$855.36B	32.59%	72 Outperform

BKLC Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

127.67

Positive

100DMA

123.97

Positive

200DMA

116.67

Positive

Market Momentum

MACD

0.67

Positive

RSI

48.63

Neutral

STOCH

19.54

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKLC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 129.43, equal to the 50-day MA of 127.67, and equal to the 200-day MA of 116.67, indicating a neutral trend. The MACD of 0.67 indicates Positive momentum. The RSI at 48.63 is Neutral, neither overbought nor oversold. The STOCH value of 19.54 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BKLC.

BKLC Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
BKLC	―	―	$4.73B	0.00%	75 Outperform
DUHP	―	―	$9.89B	0.21%	75 Outperform
MGC	―	―	$8.93B	0.07%	76 Outperform
PRF	―	―	$8.22B	0.34%	72 Outperform
FTCS	―	―	$8.08B	0.52%	74 Outperform
GXLC	―	―	$4.04M	0.02%	75 Outperform

Performance Comparison

BKLC

BNY Mellon US Large Cap Core Equity ETF

128.81

15.73

13.91%

DUHP

Dimensional US High Profitability ETF

―

MGC

Vanguard Mega Cap ETF

―

PRF

Invesco FTSE RAFI US 1000 ETF

―

FTCS

First Trust Capital Strength ETF

―

GXLC

Global X U.S. 500 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.

Disclaimer

This 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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