BKMC - ETF AI Analysis

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BNY Mellon US Mid Cap Core Equity ETF (BKMC)

Rating:69Neutral

Price Target:―

BKMC, the BNY Mellon US Mid Cap Core Equity ETF, has a solid overall rating that reflects a mix of strong core holdings and a few weaker names that introduce some risk. High-quality contributors like Curtiss-Wright, with strong financial performance, supportive capital returns, and generally positive outlook, and TechnipFMC, with robust financial results and a positive technical trend, help lift the fund’s quality. However, holdings such as Revolution Medicines and Albemarle, which face financial challenges and bearish or pressured valuations, slightly weigh on the rating, and investors should be aware that some positions carry higher risk due to leverage, cash flow issues, or overvaluation signals.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains over the year so far and in recent months, indicating positive momentum.

Low Expense Ratio

The fund charges a very low fee, which helps investors keep more of their returns over time.

Broad Sector Diversification

Holdings are spread across many sectors, which helps reduce the impact if any one industry struggles.

Negative Factors

Heavy U.S. Concentration

Almost all assets are invested in U.S. companies, offering very little geographic diversification.

Exposure to Some Weak Holdings

At least one of the top positions has been weak this year, which can drag on overall performance if the trend continues.

Mid-Cap Volatility Risk

Because the ETF focuses on mid-sized companies, it may experience larger price swings than funds holding more large, established firms.

BKMC vs. SPDR S&P 500 ETF (SPY)

AUM647.11M

RegionNorth America

Expense Ratio0.04%

Beta0.95

IssuerBNY Mellon

Inception DateApr 09, 2020

Dividend Yield1.25%

Asset ClassEquity

Index TrackedSolactive GBS United States 400 Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume9,046

30 Day Avg. Volume14,598

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

135.11

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering400

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

BKMC Summary

The BNY Mellon US Mid Cap Core Equity ETF (BKMC) tracks the Solactive GBS United States 400 Index, focusing on medium‑sized U.S. companies. These are firms that are usually past the risky start-up phase but still have room to grow. The fund owns a wide mix of sectors, including industrials, technology, and financials, with holdings like SanDisk and Albemarle. Someone might invest in BKMC to seek long-term growth while spreading risk across many mid-sized companies. A key risk is that mid-cap stocks can be more volatile than large, well-known blue-chip companies and can go up and down with the 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 leaning hard into U.S. mid-cap industrials and economically sensitive names, and that’s where most of the action is. XPO and ATI have been rising sharply, giving the fund a strong tailwind from transportation and aerospace, while Woodward and TechnipFMC add more momentum from industrial and energy pockets. Royal Gold has been more mixed, recently losing a bit of shine after a strong run, and Casey’s looks steady but not explosive. Overall, performance is driven by a diversified but U.S.-centric mix rather than a single dominant sector or stock.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CW	Curtiss-Wright	0.66%	$4.26M	$25.47B	123.73%	74 Outperform
FTI	TechnipFMC	0.65%	$4.20M	$25.19B	117.95%	80 Outperform
CASY	Casey's General	0.62%	$4.03M	$24.38B	64.51%	68 Neutral
RGLD	Royal Gold	0.62%	$4.02M	$23.44B	92.35%	78 Outperform
XPO	XPO	0.61%	$3.97M	$23.78B	68.46%	70 Outperform
WWD	Woodward	0.59%	$3.83M	$23.39B	113.29%	79 Outperform
CHRW	CH Robinson	0.56%	$3.64M	$22.05B	88.40%	72 Outperform
ATI	ATI	0.54%	$3.51M	$20.19B	173.77%	78 Outperform
USFD	US Foods Holding	0.53%	$3.42M	$21.30B	37.96%	74 Outperform
THC	Tenet Healthcare	0.50%	$3.26M	$20.15B	77.39%	74 Outperform

BKMC Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

114.09

Positive

100DMA

110.79

Positive

200DMA

106.75

Positive

Market Momentum

MACD

1.05

Positive

RSI

60.01

Neutral

STOCH

66.53

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKMC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 116.65, equal to the 50-day MA of 114.09, and equal to the 200-day MA of 106.75, indicating a bullish trend. The MACD of 1.05 indicates Positive momentum. The RSI at 60.01 is Neutral, neither overbought nor oversold. The STOCH value of 66.53 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BKMC.

BKMC Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
BKMC	―	―	$647.11M	0.04%	69 Neutral
EZM	―	―	$876.35M	0.38%	70 Outperform
XMLV	―	―	$761.33M	0.25%	71 Outperform
GRPM	―	―	$525.59M	0.35%	74 Outperform
JPME	―	―	$407.82M	0.24%	70 Outperform
PTMC	―	―	$405.36M	0.60%	70 Outperform

Performance Comparison

BKMC

BNY Mellon US Mid Cap Core Equity ETF

118.01

17.79

17.75%

EZM

WisdomTree U.S. MidCap Fund

―

XMLV

Invesco S&P MidCap Low Volatility ETF

―

GRPM

Invesco S&P MidCap 400 GARP ETF

―

JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

―

PTMC

Pacer Trendpilot US Mid Cap 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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