BKMC - ETF AI Analysis
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BNY Mellon US Mid Cap Core Equity ETF (BKMC)
Rating:68Neutral
Price Target:―
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)
AUM656.83M
RegionNorth America
Expense Ratio0.04%
Beta0.93
IssuerBNY Mellon
Inception DateApr 09, 2020
Dividend Yield1.41%
Asset ClassEquity
Index TrackedSolactive GBS United States 400 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,708
30 Day Avg. Volume35,971
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
142.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering403
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 Medicines | 0.86% | $5.74M | $40.23B | 418.11% | 52 Neutral | |
| Twilio | 0.75% | $4.96M | $31.77B | 71.21% | 70 Neutral | |
| Carpenter Technology | 0.74% | $4.95M | $29.67B | 114.31% | 75 Outperform | |
| Moderna | 0.68% | $4.53M | $31.65B | 151.38% | 59 Neutral | |
| Okta | 0.64% | $4.26M | $24.58B | 52.23% | 75 Outperform | |
| ATI | 0.63% | $4.20M | $25.67B | 108.65% | 78 Outperform | |
| nVent Electric | 0.63% | $4.19M | $24.61B | 110.56% | 76 Outperform | |
| F5, Inc. | 0.59% | $3.95M | $23.03B | 37.93% | 74 Outperform | |
| US Foods Holding | 0.57% | $3.79M | $22.97B | 30.57% | 74 Outperform | |
| MKS | 0.56% | $3.74M | $24.69B | 260.21% | 75 Outperform |
BKMC Technical Analysis
Positive
―
Price Trends
119.36
Positive
116.38
Positive
112.91
Positive
Market Momentum
0.72
Positive
52.60
Neutral
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
Performance Comparison
BKMC
BNY Mellon US Mid Cap Core Equity ETF
121.43
18.12
17.54%
EZM
WisdomTree U.S. MidCap Fund
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―
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XMLV
Invesco S&P MidCap Low Volatility ETF
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―
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GRPM
Invesco S&P MidCap 400 GARP ETF
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―
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JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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AVMC
Avantis U.S. Mid Cap Equity 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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