Morningstar

BNY Mellon Active Core Bond ETF BKFI

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub

Morningstar’s Analysis BKFI

Will BKFI 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 BKFI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BKFI 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 BKFI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon Active Core Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BKFI

More BKFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ultra US Treasury Bond Future Dec 26

3.86 10M
Government

United States Treasury Bonds 5.125%

3.34 9M
Government

Federal Home Loan Mortgage Corp. 2%

2.19 6M
Securitized

FHLMC Super 30Y Fixed 5%

2.01 5M
Securitized

2 Year Treasury Note Future Dec 26

1.59 4M
Government

Federal Home Loan Mortgage Corp. 2.5%

1.55 4M
Securitized

Ultra 10 Year US Treasury Note Future Dec 26

1.36 3M
Government

Federal National Mortgage Association 3%

1.33 3M
Securitized

Federal National Mortgage Association 2.5%

1.32 3M
Securitized

Broadcom Inc 4%

1.25 3M
Corporate

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