tiprankstipranks
Advertisement

BKMC - ETF AI Analysis

Compare

Top Page

BKMC

BNY Mellon US Mid Cap Core Equity ETF (BKMC)

Rating:68Neutral
Price Target:
BKMC, the BNY Mellon US Mid Cap Core Equity ETF, has an overall rating that reflects a solid portfolio of mid-sized U.S. companies with generally strong fundamentals and growth prospects. High-quality holdings like ATI and Snap-on support the fund’s rating through robust financial performance, positive earnings calls, and constructive technical trends, while names such as Revolution Medicines and F5 Networks introduce some drag due to bearish momentum, ongoing losses, or event-related risks. The main risk factor is that several holdings share themes of high valuations and occasional bearish technical signals, which could increase volatility if market conditions turn less favorable.
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has been working well in the current market.
Low Expense Ratio
The fund charges very low annual fees, which helps investors keep more of the returns generated by the portfolio.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, technology, financials, and health care, which helps reduce the impact of weakness in any single industry.
Negative Factors
Recent Short-Term Weakness
The ETF has shown slightly negative performance over the past month, indicating some short-term volatility.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited geographic diversification outside the United States.
Exposure to Volatile Growth Names
Several top holdings are in fast-growing but potentially more volatile companies, which can lead to larger price swings in the 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, focusing on medium‑sized U.S. companies. It owns a wide mix of businesses across industries like industrials, technology, finance, and health care. Well-known names in the fund include Twilio and Okta. Investors might consider BKMC if they want growth potential from companies that are larger than start-ups but still have room to expand, while also getting diversification across many sectors. A key risk is that mid-cap stocks can be more volatile than large, established companies, so the ETF’s value can rise and fall significantly with the stock 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 growth stories, with rising names like Revolution Medicines and Carpenter Technology helping power returns, especially as biotech optimism and aerospace demand pick up. Okta has been a standout, riding strong momentum in cybersecurity, while ATI adds steady strength from the industrial side. On the flip side, nVent Electric and US Foods have been more mixed lately, occasionally dragging on performance. Overall, the fund is tilted toward industrials and tech, firmly anchored in the U.S. market, with no single stock dominating the show.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Revolution Medicines0.85%$5.43M$39.09B388.77%
52
Neutral
Twilio0.69%$4.44M$29.49B43.79%
70
Neutral
Carpenter Technology0.66%$4.21M$27.85B87.08%
75
Outperform
Okta0.61%$3.90M$23.67B37.22%
75
Outperform
ATI0.60%$3.87M$25.52B88.79%
78
Outperform
US Foods Holding0.58%$3.75M$22.35B21.27%
74
Outperform
Burlington Stores0.58%$3.73M$23.29B32.14%
68
Neutral
Tenet Healthcare0.58%$3.70M$22.62B60.12%
74
Outperform
F5, Inc.0.56%$3.62M$22.76B29.42%
74
Outperform
nVent Electric0.55%$3.55M$22.92B69.73%
76
Outperform

BKMC Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
40.11
Negative
100DMA
38.99
Positive
200DMA
37.94
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKMC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 40.33, equal to the 50-day MA of 40.11, and equal to the 200-day MA of 37.94, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BKMC.

BKMC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$642.74M0.04%
68
Neutral
$947.05M0.38%
70
Neutral
$762.34M0.25%
72
Outperform
$486.02M0.35%
74
Outperform
$474.26M0.18%
71
Outperform
$470.27M0.24%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BKMC
BNY Mellon US Mid Cap Core Equity ETF
40.27
6.07
17.75%
EZM
WisdomTree U.S. MidCap Fund
XMLV
Invesco S&P MidCap Low Volatility ETF
GRPM
Invesco S&P MidCap 400 GARP ETF
AVMC
Avantis U.S. Mid Cap Equity ETF
JPME
JPMorgan Diversified Return 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: ―
Table of Contents
Advertisement