BKLC - ETF AI Analysis
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BNY Mellon US Large Cap Core Equity ETF (BKLC)
Rating:74Outperform
Price Target:―
Positive Factors
Zero Expense Ratio
The fund charges no management fee, which helps more of the ETF’s returns stay in investors’ pockets over time.
Strong Recent Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Large, Diversified U.S. Portfolio
With billions in assets spread across many sectors of the U.S. large-cap market, the fund offers broad exposure rather than a narrow industry bet.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Concentration in a Few Mega-Cap Names
The top holdings like Nvidia, Apple, and Microsoft make up a significant portion of the fund, increasing the impact if any of these companies stumble.
Limited International Diversification
Almost all of the ETF’s assets are invested in U.S. companies, offering little protection if the U.S. market faces a downturn while other regions do better.
BKLC vs. SPDR S&P 500 ETF (SPY)
AUM5.29B
RegionNorth America
Expense Ratio0.00%
Beta1.02
IssuerBNY Mellon
Inception DateN/A
Dividend Yield1.01%
Asset ClassEquity
Index TrackedSolactive GBS United States 500
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume152,399
30 Day Avg. Volume341,930
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
168.27Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering502
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 Solactive GBS United States 500 index. It invests mainly in large, well-known U.S. companies across many sectors, with a big focus on technology. Top holdings include household names like Apple and Nvidia. Someone might consider this ETF to get broad, one-stop exposure to many leading American companies, helping with diversification and long-term growth potential. A key risk is that it is heavily tilted toward tech stocks, so its value can rise and fall sharply with swings in the technology sector and overall stock market.
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 riding a powerful Big Tech and AI wave, with Nvidia, Apple, and Amazon doing much of the heavy lifting as they continue to climb on enthusiasm around chips, devices, and cloud. Alphabet’s twin share classes add to that tech-heavy tilt, giving the fund a clear concentration in U.S. mega-cap technology and communication names. On the flip side, Microsoft looks a bit mixed and Meta is losing steam, acting as a mild drag rather than a disaster. Overall, this is a firmly U.S.-centric bet on large-cap innovation leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.06% | $418.32M | $5.21T | 58.57% | 76 Outperform | |
| Apple | 6.59% | $341.96M | $4.54T | 54.00% | 79 Outperform | |
| Microsoft | 4.67% | $242.29M | $3.11T | -9.69% | 79 Outperform | |
| Amazon | 3.99% | $206.91M | $2.86T | 28.77% | 71 Outperform | |
| Alphabet Class A | 3.52% | $182.85M | $4.62T | 124.92% | 85 Outperform | |
| Broadcom | 3.04% | $157.99M | $1.96T | 79.08% | 76 Outperform | |
| Alphabet Class C | 3.04% | $157.77M | $4.62T | 121.20% | 82 Outperform | |
| Tesla | 2.26% | $117.32M | $1.60T | 19.48% | 73 Outperform | |
| Meta Platforms | 2.06% | $106.93M | $1.55T | -4.67% | 76 Outperform | |
| Micron | 1.35% | $70.03M | $846.93B | 829.53% | 79 Outperform |
BKLC Technical Analysis
Positive
―
Price Trends
134.64
Positive
132.69
Positive
130.01
Positive
Market Momentum
2.50
Positive
74.14
Negative
95.16
Negative
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 141.54, equal to the 50-day MA of 134.64, and equal to the 200-day MA of 130.01, indicating a bullish trend. The MACD of 2.50 indicates Positive momentum. The RSI at 74.14 is Negative, neither overbought nor oversold. The STOCH value of 95.16 is Negative, 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
145.07
32.72
29.12%
SPYI
NEOS S&P 500 High Income ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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QYLD
Global X NASDAQ 100 Covered Call 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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