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 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.94 135M
Technology

Amazon.com Inc

5.27 119M
Consumer Cyclical

Dreyfus Institutional Preferred Government Money M

3.75 85M
Corporate

JPMorgan Chase & Co

3.56 81M
Financial Services

Berkshire Hathaway Inc Class B

3.46 79M
Financial Services

Apple Inc

3.40 77M
Technology

SLB Ltd

2.52 57M
Energy

UnitedHealth Group Inc

2.37 54M
Healthcare

Thermo Fisher Scientific Inc

2.21 50M
Healthcare

Assurant Inc

2.18 50M
Financial Services

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