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Morningstar

BNY Mellon Ultra Short Income ETF BKUI

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

Morningstar’s Analysis BKUI

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

People Pillar

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

A decline in its Process Pillar rating is the primary driver of BNY Mellon Ultra Short Income ETF's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BKUI

More BKUI Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 70
  • Other Holdings 18
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Swedbank AB (publ) 5.77%

3.06
900,629
Cash and Equivalents

Starbird Funding Corporation 5.52%

3.06
899,903
Cash and Equivalents

Sheffield Receivables Corporation

2.87
844,848
Cash and Equivalents

Natixis New York Branch

2.55
749,452
Cash and Equivalents

Macquarie Group Ltd. 5.7%

2.38
700,124
Cash and Equivalents

Liberty Str Fdg Corp

2.32
682,053
Cash and Equivalents

Societe Generale Institutional

2.22
654,415
Cash and Equivalents

Westpac Banking Corp. 5.63%

2.21
650,222
Cash and Equivalents

Skandinaviska Enskilda Banken AB (publ) 5.69%

1.70
500,090
Cash and Equivalents

HSBC Bank PLC 5.96%

1.56
460,523
Cash and Equivalents