BKMC - ETF AI Analysis
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BNY Mellon US Mid Cap Core Equity ETF (BKMC)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has been working well in the current market.
Low Expense Ratio
The fund charges very low annual fees, which helps investors keep more of the returns generated by the portfolio.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, technology, financials, and health care, which helps reduce the impact of weakness in any single industry.
Negative Factors
Recent Short-Term Weakness
The ETF has shown slightly negative performance over the past month, indicating some short-term volatility.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited geographic diversification outside the United States.
Exposure to Volatile Growth Names
Several top holdings are in fast-growing but potentially more volatile companies, which can lead to larger price swings in the fund.
BKMC vs. SPDR S&P 500 ETF (SPY)
AUM642.97M
RegionNorth America
Expense Ratio0.04%
Beta0.93
IssuerBNY Mellon
Inception DateApr 09, 2020
Dividend Yield2.82%
Asset ClassEquity
Index TrackedSolactive GBS United States 400 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,102
30 Day Avg. Volume20,704
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
49.54Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering401
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BKMC Summary
BKMC, the BNY Mellon US Mid Cap Core Equity ETF, tracks the Solactive GBS United States 400 Index, focusing on medium‑sized U.S. companies. It owns a wide mix of businesses across industries like industrials, technology, finance, and health care. Well-known names in the fund include Twilio and Okta. Investors might consider BKMC if they want growth potential from companies that are larger than start-ups but still have room to expand, while also getting diversification across many sectors. A key risk is that mid-cap stocks can be more volatile than large, established companies, so the ETF’s value can rise and fall significantly with the stock market.
How much will it cost me?The BNY Mellon US Mid Cap Core Equity ETF (Ticker: BKMC) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The BKMC ETF, focused on U.S. mid-cap stocks, could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which could impact financial and real estate sectors, or economic slowdowns that affect consumer spending and cyclical industries. Regulatory changes or geopolitical tensions could also influence the performance of its top holdings and broader market trends.
BKMC Top 10 Holdings
BKMC is a U.S.-only mid-cap fund where industrials, health care, and tech quietly steer the ship. Guardant Health and Tenet Healthcare have been rising stars, giving the health care sleeve some real punch, while CF Industries and Coeur Mining add a more cyclical, commodity-flavored boost. On the consumer side, Roku has been climbing but still feels a bit choppy, and Burlington Stores is lagging, acting like a small anchor on returns. Overall, performance is driven by a mix of steady industrial names and more volatile growth and materials plays.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tenet Healthcare | 0.58% | $3.73M | $21.23B | 36.75% | 74 Outperform | |
| Coeur Mining | 0.55% | $3.56M | $21.15B | 32.52% | 69 Neutral | |
| US Foods Holding | 0.55% | $3.53M | $20.62B | 19.98% | 74 Outperform | |
| Roku | 0.54% | $3.46M | $23.01B | 63.91% | 65 Neutral | |
| Cf Industries Holdings | 0.53% | $3.39M | $20.14B | 55.40% | 72 Outperform | |
| Guardant Health | 0.52% | $3.35M | $21.12B | 186.69% | 61 Neutral | |
| Snap-on | 0.50% | $3.25M | $19.42B | 12.54% | 78 Outperform | |
| TD SYNNEX Corporation | 0.49% | $3.19M | $21.53B | 77.53% | 73 Outperform | |
| Viatris | 0.49% | $3.17M | $18.96B | 65.76% | 60 Neutral | |
| MACOM Technology Solutions Holdings | 0.46% | $2.98M | $20.99B | 108.46% | 64 Neutral |
BKMC Technical Analysis
Negative
―
Price Trends
40.70
Negative
40.20
Negative
38.87
Positive
Market Momentum
-0.34
Positive
34.80
Neutral
15.28
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKMC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 40.67, equal to the 50-day MA of 40.70, and equal to the 200-day MA of 38.87, indicating a neutral trend. The MACD of -0.34 indicates Positive momentum. The RSI at 34.80 is Neutral, neither overbought nor oversold. The STOCH value of 15.28 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BKMC.
BKMC Peer Comparison
Comparison Results
Performance Comparison
BKMC
BNY Mellon US Mid Cap Core Equity ETF
39.50
3.77
10.55%
EZM
WisdomTree U.S. MidCap Fund
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―
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XMLV
Invesco S&P MidCap Low Volatility ETF
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GRPM
Invesco S&P MidCap 400 GARP ETF
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―
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AVMC
Avantis U.S. Mid Cap Equity ETF
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JPME
JPMorgan Diversified Return U.S. Mid Cap Equity 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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