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BKMC - ETF AI Analysis

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BKMC

BNY Mellon US Mid Cap Core Equity ETF (BKMC)

Rating:68Neutral
Price Target:
BKMC’s rating suggests it is a solid but not top-tier mid-cap ETF, supported by several strong companies with good financial performance and growth prospects. Holdings like ATI and nVent Electric help the fund’s rating with robust earnings and positive outlooks, while positions such as Revolution Medicines and MACOM Technology Solutions, which face profitability and valuation challenges, likely weigh it down. A key risk is that several holdings show signs of high valuations or bearish technical trends, which could increase volatility for investors.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Strong-Performing Top Holdings
Many of the largest positions, such as TechnipFMC, XPO, and MasTec, have delivered strong year-to-date performance, helping support the fund’s returns.
Very Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the fund offers very little geographic diversification and is highly tied to the U.S. market.
Sector Tilt Toward Industrials
A large portion of the portfolio is in industrials, which can increase risk if that sector faces a downturn.
Limited Impact From Individual Winners
Each top holding has a relatively small weight, so even strongly performing stocks may not significantly move the overall fund.

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

BKMC Summary

BKMC, the BNY Mellon US Mid Cap Core Equity ETF, tracks the Solactive GBS United States 400 Index and focuses 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 like industrials, technology, and health care, with holdings such as Albemarle and Casey’s General. Someone might invest for diversified exposure to growing mid-sized companies in one simple fund. 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 leans into U.S. mid-cap industrials and tech, and that’s where most of the action is. High-flyers like Sterling Infrastructure, MKS Instruments, and Carpenter Technology have been doing the heavy lifting, with rising share prices reflecting strong earnings and upbeat outlooks. nVent Electric and ATI are also pulling their weight, keeping the industrial and tech engines humming. On the softer side, Twilio and F5 look more mixed, occasionally losing steam and trimming some of the fund’s momentum, but not enough to derail its broadly diversified U.S. mid-cap story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Revolution Medicines0.86%$5.74M$40.23B418.11%
52
Neutral
Twilio0.75%$4.96M$31.77B71.21%
70
Neutral
Carpenter Technology0.74%$4.95M$29.67B114.31%
75
Outperform
Moderna0.68%$4.53M$31.65B151.38%
59
Neutral
Okta0.64%$4.26M$24.58B52.23%
75
Outperform
ATI0.63%$4.20M$25.67B108.65%
78
Outperform
nVent Electric0.63%$4.19M$24.61B110.56%
76
Outperform
F5, Inc.0.59%$3.95M$23.03B37.93%
74
Outperform
US Foods Holding0.57%$3.79M$22.97B30.57%
74
Outperform
MKS0.56%$3.74M$24.69B260.21%
75
Outperform

BKMC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
119.36
Positive
100DMA
116.38
Positive
200DMA
112.91
Positive
Market Momentum
MACD
0.72
Positive
RSI
52.60
Neutral
STOCH
28.93
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 121.35, equal to the 50-day MA of 119.36, and equal to the 200-day MA of 112.91, indicating a bullish trend. The MACD of 0.72 indicates Positive momentum. The RSI at 52.60 is Neutral, neither overbought nor oversold. The STOCH value of 28.93 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
$656.83M0.04%
68
Neutral
$931.44M0.38%
70
Neutral
$742.13M0.25%
71
Outperform
$476.33M0.35%
74
Outperform
$461.61M0.24%
70
Outperform
$442.01M0.18%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BKMC
BNY Mellon US Mid Cap Core Equity ETF
121.43
18.12
17.54%
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
AVMC
Avantis U.S. Mid Cap Equity 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.
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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