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 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.96 120M
Consumer Cyclical

Microsoft Corp

5.69 115M
Technology

JPMorgan Chase & Co

4.03 81M
Financial Services

Apple Inc

3.34 67M
Technology

Johnson & Johnson

2.73 55M
Healthcare

Berkshire Hathaway Inc Class B

2.60 52M
Financial Services

SLB Ltd

2.33 47M
Energy

UnitedHealth Group Inc

2.31 47M
Healthcare

Thermo Fisher Scientific Inc

2.31 46M
Healthcare

Assurant Inc

2.29 46M
Financial Services

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