Morningstar

Bny Mellon Enhanced Dividend Income ETF BEDY

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

Morningstar’s Analysis BEDY

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

  • People Pillar

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

Strong team, strong process.

Analyst Drew Carter

Drew Carter

Analyst

Summary

BNY Mellon Income Stock’s skilled managers and a rigorous, catalyst-driven process make this a compelling option in the US large-value Morningstar Category, and a new exchange-traded fund vehicle adds a yield-boosting feature that has shown early promise. Higher fees lessen the attraction on some UCITS share classes (sold under the “Equity Income” banner), but not the BNY Mellon Enhanced Dividend Income ETF or separately managed accounts for US investors.

by Drew Carter
Rated on Published on

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Portfolio Holdings BEDY

More BEDY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.41 17M
Technology

JPMorgan Chase & Co

3.99 12M
Financial Services

GS Finance Corp 0%

3.92 12M
Cash and Equivalents

Dreyfus Institutional Preferred Government Money M

3.61 11M
Corporate

Fifth Third Bancorp

3.43 11M
Financial Services

Citigroup Global Markets Holdings Inc. 0%

2.93 9M
Corporate

UnitedHealth Group Inc

2.92 9M
Healthcare

AT&T Inc

2.88 9M
Communication Services

Cisco Systems Inc

2.72 8M
Technology

SLB Ltd

2.65 8M
Energy

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