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 33.6
|
Top 10 Holdings
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% 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 |