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BKLC - ETF AI Analysis
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BNY Mellon US Large Cap Core Equity ETF (BKLC)
Rating:74Outperform
Price Target:―
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)
AUM4.92B
RegionNorth America
Expense Ratio0.00%
Beta1.02
IssuerBNY Mellon
Inception DateN/A
Dividend Yield1.02%
Asset ClassEquity
Index TrackedSolactive GBS United States 500
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume90,404
30 Day Avg. Volume129,793
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
154.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering504
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 U.S. large-cap tech, with names like Nvidia, Apple, and Microsoft driving the fund’s performance. Nvidia’s focus on AI and data centers has kept it steady despite recent mixed signals, while Apple’s growth in services and emerging markets has helped it rise. Alphabet’s strong gains, fueled by AI and cloud investments, add momentum, but Meta’s recent volatility and expense concerns are holding back some of the upside. With nearly 35% of the fund in technology, BKLC is riding the innovation wave, though its concentrated sector exposure may amplify swings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.17% | $352.38M | $4.40T | 29.58% | 76 Outperform | |
| Apple | 6.71% | $329.81M | $4.04T | 6.15% | 79 Outperform | |
| Microsoft | 6.05% | $297.28M | $3.61T | 11.64% | 79 Outperform | |
| Amazon | 3.67% | $180.53M | $2.43T | 1.50% | 71 Outperform | |
| Alphabet Class A | 3.03% | $148.83M | $3.71T | 59.16% | 85 Outperform | |
| Broadcom | 2.67% | $131.35M | $1.61T | 46.48% | 76 Outperform | |
| Alphabet Class C | 2.65% | $130.00M | $3.71T | 59.93% | 82 Outperform | |
| Meta Platforms | 2.42% | $118.68M | $1.66T | 10.28% | 76 Outperform | |
| Tesla | 2.36% | $116.09M | $1.60T | 14.28% | 73 Outperform | |
| Eli Lilly & Co | 1.54% | $75.68M | $1.01T | 35.19% | 72 Outperform |
BKLC Technical Analysis
Positive
―
Price Trends
129.72
Positive
127.26
Positive
119.10
Positive
Market Momentum
0.36
Positive
57.47
Neutral
59.16
Neutral
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 130.68, equal to the 50-day MA of 129.72, and equal to the 200-day MA of 119.10, indicating a bullish trend. The MACD of 0.36 indicates Positive momentum. The RSI at 57.47 is Neutral, neither overbought nor oversold. The STOCH value of 59.16 is Neutral, 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
131.78
19.01
16.86%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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―
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FTCS
First Trust Capital Strength ETF
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―
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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.
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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