BNY Mellon Dynamic Value ETF BKDV

Medalist Rating as of | See BNY Mellon Investment Hub

Morningstar’s Analysis BKDV

Will BKDV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A compelling record built on a catalyst-driven approach.

Analyst Drew Carter

Drew Carter

Analyst

Summary

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.

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Portfolio Holdings BKDV

  • 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

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