BKLC - ETF AI Analysis
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BNY Mellon US Large Cap Core Equity ETF (BKLC)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered solid gains so far this year, showing that its portfolio has been working well for investors.
Leading Technology Holdings
Several major technology stocks in the top holdings, such as Nvidia, Apple, Broadcom, and Micron, have shown strong performance and are helping drive returns.
Very Low Stated Costs
The ETF lists a 0.0% expense ratio, meaning investors are not seeing their returns reduced by ongoing management fees according to the provided data.
Negative Factors
Heavy Concentration in a Few Stocks
A large portion of the fund is tied up in a small number of companies, which increases the impact that any one stock’s weak performance can have on the ETF.
Mixed Results Among Top Holdings
Some of the biggest positions, including Microsoft, Meta, and Tesla, have shown weaker or negative performance this year, which can drag on the fund’s momentum.
High Exposure to Technology and the U.S. Market
The ETF is heavily tilted toward the technology sector and almost entirely invested in U.S. companies, making it more sensitive to downturns in tech and the U.S. economy.
BKLC vs. SPDR S&P 500 ETF (SPY)
AUM5.68B
RegionNorth America
Expense Ratio0.00%
Beta1.02
IssuerBNY Mellon
Inception DateN/A
Dividend Yield2.01%
Asset ClassEquity
Index TrackedSolactive GBS United States 500
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume439,843
30 Day Avg. Volume440,123
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
58.71Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering501
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BKLC Summary
BKLC is the BNY Mellon US Large Cap Core Equity ETF, which follows the Morningstar US Large Cap Index and focuses on big, well-known American companies. It holds major names like Apple, Microsoft, and Amazon, along with many others across technology, finance, health care, and more, giving investors broad diversification in one fund. Someone might invest in BKLC to build a core piece of their portfolio that aims for long-term growth from large, established businesses. A key risk is that it is heavily tilted toward tech stocks, so its value can go up and down sharply with swings in the stock market and technology sector.
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 is essentially riding the Big Tech and semiconductor wave, with Apple and Nvidia acting as the main engines of recent gains, both climbing on the back of strong demand and AI enthusiasm. Microsoft and Amazon have been more mixed, with their cloud and e-commerce stories intact but their stocks catching their breath. Alphabet is steady but not sprinting, while Tesla is clearly dragging the fund, losing steam as sentiment cools around EVs. Overall, it’s a U.S.-only, tech-heavy portfolio where a handful of mega-cap names set the tone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.52% | $428.71M | $5.20T | 20.64% | 76 Outperform | |
| Apple | 6.66% | $379.64M | $4.51T | 35.82% | 79 Outperform | |
| Microsoft | 5.33% | $303.75M | $3.59T | -4.73% | 79 Outperform | |
| Amazon | 3.74% | $213.18M | $2.79T | 13.02% | 71 Outperform | |
| Alphabet Class A | 3.03% | $172.88M | $4.20T | 67.32% | 85 Outperform | |
| Alphabet Class C | 2.61% | $148.95M | $4.20T | 65.32% | 82 Outperform | |
| Broadcom | 2.59% | $147.50M | $1.75T | 25.32% | 76 Outperform | |
| Meta Platforms | 1.82% | $103.65M | $1.40T | -27.14% | 76 Outperform | |
| Tesla | 1.67% | $95.07M | $1.43T | 6.72% | 73 Outperform | |
| Micron | 1.64% | $93.48M | $1.09T | 721.53% | 79 Outperform |
BKLC Technical Analysis
Positive
―
Price Trends
48.01
Positive
46.90
Positive
45.00
Positive
Market Momentum
0.38
Positive
54.50
Neutral
13.70
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKLC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 48.69, equal to the 50-day MA of 48.01, and equal to the 200-day MA of 45.00, indicating a bullish trend. The MACD of 0.38 indicates Positive momentum. The RSI at 54.50 is Neutral, neither overbought nor oversold. The STOCH value of 13.70 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BKLC.
BKLC Peer Comparison
Comparison Results
Performance Comparison
BKLC
BNY Mellon US Large Cap Core Equity ETF
48.94
8.34
20.54%
RWL
Invesco S&P 500 Revenue ETF
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JQUA
JPMorgan U.S. Quality Factor ETF
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VONE
Vanguard Russell 1000 ETF
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FELC
Fidelity Enhanced Large Cap Core ETF
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GXLC
Global X U.S. 500 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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