Morningstar

BNY Mellon Dynamic Value ETF BKDV

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BKDV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BKDV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BKDV’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Drew Carter
Rated on Published on

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Portfolio Holdings BKDV

More BKDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.04 86M
Consumer Cyclical

JPMorgan Chase & Co

4.13 71M
Financial Services

Microsoft Corp

3.27 56M
Technology

UnitedHealth Group Inc

3.11 53M
Healthcare

Johnson & Johnson

2.78 48M
Healthcare

Cisco Systems Inc

2.72 47M
Technology

Assurant Inc

2.33 40M
Financial Services

Colgate-Palmolive Co

2.15 37M
Consumer Defensive

SLB Ltd

1.97 34M
Energy

Berkshire Hathaway Inc Class B

1.97 34M
Financial Services

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