BNY Mellon Dynamic Value’s skilled managers and a rigorous, catalyst-driven process make this a compelling option in the large-value Morningstar Category, though investors should be clear-eyed about volatility. Higher fees lessen the attraction of some fund share classes, but not this strategy’s exchange-traded fund and separately managed accounts.
BNY Mellon Dynamic Value ETF BKDV
Morningstar’s Analysis BKDV
Will BKDV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 5.97 | 131M | Technology |
Amazon.com Inc | 5.63 | 124M | Consumer Cyclical |
JPMorgan Chase & Co | 3.67 | 81M | Financial Services |
Berkshire Hathaway Inc Class B | 3.44 | 76M | Financial Services |
Apple Inc | 3.38 | 74M | Technology |
UnitedHealth Group Inc | 2.42 | 53M | Healthcare |
SLB Ltd | 2.38 | 52M | Energy |
Assurant Inc | 2.24 | 49M | Financial Services |
Thermo Fisher Scientific Inc | 2.22 | 49M | Healthcare |
Johnson & Johnson | 1.92 | 42M | Healthcare |