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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
Zero Expense Ratio
The fund charges no management fee, which helps investors keep more of any returns it generates.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry struggles.
Large Asset Base
The ETF manages a sizable pool of assets, which can support trading liquidity and fund stability for investors.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Weakness in Several Top Holdings
Some of the largest positions, including major technology names, have shown weak recent performance, which can drag on the fund’s returns.
Very High U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
BKLC vs. SPDR S&P 500 ETF (SPY)
AUM5.19B
RegionNorth America
Expense Ratio0.00%
Beta1.02
IssuerBNY Mellon
Inception DateN/A
Dividend Yield1.04%
Asset ClassEquity
Index TrackedSolactive GBS United States 500
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume164,596
30 Day Avg. Volume120,101
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
156.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering505
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 tilt toward technology. Top holdings include household names like Apple, Microsoft, and Nvidia. Someone might consider BKLC as a simple way to get broad, long-term growth exposure to many leading American companies in a single fund. A key risk is that it is heavily influenced by large U.S. tech stocks, so its price can rise and fall sharply with the overall stock market and tech 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 very much a Big Tech and AI story, with Nvidia, Microsoft, and Apple sitting in the driver’s seat. Lately, though, those giants have been losing steam, with Apple, Microsoft, and Meta all lagging and acting as a brake on returns. Nvidia has been choppy rather than clearly rising, while Amazon and Alphabet have been the steadier bright spots helping to offset some of that weakness. Eli Lilly adds a strong health care counterweight, but overall this is a U.S.-only fund whose fortunes are tightly tied to mega-cap tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.49% | $386.57M | $4.64T | 59.18% | 76 Outperform | |
| Apple | 6.29% | $324.87M | $3.81T | 9.95% | 79 Outperform | |
| Microsoft | 5.30% | $273.48M | $3.20T | 3.67% | 79 Outperform | |
| Amazon | 3.82% | $197.41M | $2.56T | 0.68% | 71 Outperform | |
| Alphabet Class A | 3.30% | $170.39M | $4.08T | 65.67% | 85 Outperform | |
| Alphabet Class C | 2.87% | $148.14M | $4.08T | 64.65% | 82 Outperform | |
| Meta Platforms | 2.60% | $134.10M | $1.81T | 3.96% | 76 Outperform | |
| Broadcom | 2.58% | $132.99M | $1.57T | 49.73% | 76 Outperform | |
| Tesla | 2.09% | $107.86M | $1.62T | 6.38% | 73 Outperform | |
| Eli Lilly & Co | 1.47% | $76.14M | $980.50B | 27.87% | 72 Outperform |
BKLC Technical Analysis
Positive
―
Price Trends
130.96
Positive
129.50
Positive
122.41
Positive
Market Momentum
0.44
Positive
51.91
Neutral
78.44
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 132.35, equal to the 50-day MA of 130.96, and equal to the 200-day MA of 122.41, indicating a neutral trend. The MACD of 0.44 indicates Positive momentum. The RSI at 51.91 is Neutral, neither overbought nor oversold. The STOCH value of 78.44 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
133.05
19.69
17.37%
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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QQQI
NEOS Nasdaq 100 High Income 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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