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BKCG - ETF AI Analysis
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BNY Mellon Concentrated Growth ETF (BKCG)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Alphabet, and ASML Holding, have delivered strong year-to-date performance, driving the ETF's returns.
Sector Diversification
The ETF invests across multiple sectors, including technology, financials, and consumer cyclical, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date growth, indicating strong overall momentum.
Negative Factors
High Technology Concentration
With over 37% of the portfolio in technology, the ETF is heavily exposed to sector-specific risks.
Limited Geographic Exposure
The fund is almost entirely focused on U.S. companies, offering little diversification across global markets.
Moderate Expense Ratio
The ETF's expense ratio is higher than some low-cost alternatives, which could slightly reduce long-term returns.
BKCG vs. SPDR S&P 500 ETF (SPY)
AUM121.10M
RegionNorth America
Expense Ratio0.50%
Beta1.02
IssuerBNY Mellon
Inception DateMar 31, 2025
Dividend Yield0.4%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,043
30 Day Avg. Volume3,307
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
42.63Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering26
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BKCG Summary
The BNY Mellon Concentrated Growth ETF (BKCG) is an actively managed fund that focuses on large-cap growth companies in the U.S., aiming for long-term capital appreciation. It includes industry leaders like Nvidia and Microsoft, which are known for their strong growth potential and market dominance. This ETF is ideal for investors looking to benefit from the success of major companies in sectors like technology, financials, and consumer goods. However, since it concentrates heavily on growth stocks, its performance can be more volatile and sensitive to market swings compared to broader ETFs.
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
The BNY Mellon Concentrated Growth ETF leans heavily into technology, with Nvidia and Alphabet leading the charge thanks to their strong focus on AI and cloud services, driving bullish momentum. Apple and Eli Lilly also shine, with steady growth and strategic advancements bolstering their positions. However, Microsoft and Meta Platforms are holding the fund back, as both face bearish technical signals and valuation concerns. With a clear tilt toward U.S. large-cap growth stocks, this ETF is riding the wave of innovation but grappling with mixed performance from some of its big names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 9.09% | $11.04M | $4.30T | 28.03% | 76 Outperform | |
| Amazon | 7.40% | $8.98M | $2.49T | 12.18% | 71 Outperform | |
| Alphabet Class C | 7.36% | $8.94M | $3.86T | 87.76% | 82 Outperform | |
| Microsoft | 7.18% | $8.72M | $3.66T | 16.19% | 73 Outperform | |
| Apple | 4.98% | $6.05M | $4.12T | 17.49% | 80 Outperform | |
| ASML Holding | 4.75% | $5.77M | $400.47B | 54.38% | 81 Outperform | |
| Meta Platforms | 4.31% | $5.24M | $1.63T | 12.82% | 71 Outperform | |
| Eli Lilly & Co | 4.26% | $5.17M | $1.02T | 35.22% | 71 Outperform | |
| Mastercard | 4.17% | $5.06M | $494.37B | 3.30% | 69 Neutral | |
| Intuitive Surgical | 3.86% | $4.69M | $203.30B | 5.81% | 78 Outperform |
BKCG Technical Analysis
Positive
―
Price Trends
35.74
Positive
35.23
Positive
Market Momentum
-0.02
Negative
55.11
Neutral
91.25
Negative
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 35.84, equal to the 50-day MA of 35.74, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.02 indicates Negative momentum. The RSI at 55.11 is Neutral, neither overbought nor oversold. The STOCH value of 91.25 is Negative, 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
36.09
5.26
17.06%
TGRT
T. Rowe Price Growth ETF
―
―
―
IWLG
IQ Winslow Large Cap Growth ETF
―
―
―
QDVO
Amplify CWP Growth & Income ETF
―
―
―
LRGE
ClearBridge Large Cap Growth ESG ETF
―
―
―
LRGG
Macquarie Focused Large Growth 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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