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Upturn AI Summary
BNY Mellon US Mid Cap Core Equity ETF(BKMC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BKMC
10/02/2026: BKMC (1-star) is currently NOT-A-BUY. Pass it for now.
BKMC is an actively managed ETF that invests in US mid-cap companies, leveraging the research expertise of BNY Mellon to identify investment opportunities. Its primary strength lies in its active approach, which aims to outperform passive market-cap-weighted indices through security selection. The fund is best used as a core or satellite holding for investors seeking growth within the mid-cap segment. Investors should be aware of risks such as higher volatility compared to large-caps, the potential for tracking error, and liquidity profiles that differ from massive passive funds. It is most suitable for long-term investors comfortable with active management who prioritize growth over dividend income.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Mid-cap companies often offer a higher growth ceiling than large-cap stocks. |
| Momentum investor | Mixed fit | Active management may not always align with short-term momentum signals. |
| Value investor | Strong fit | The active fundamental approach allows for the inclusion of attractively valued mid-cap companies. |
| Dividend/Income investor | Weak fit | The fund focuses primarily on capital appreciation rather than dividend yield. |
| Low-risk investor | Weak fit | Mid-cap equities naturally carry higher volatility than large-cap or fixed-income assets. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in the potential of active management to capture alpha in the mid-cap space and has a long-term investment horizon.
Suitability
Best suited for long-term investors seeking to complement existing large-cap holdings with active mid-cap exposure, rather than for active traders or those seeking low-cost passive index tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks typically experience larger price swings than the broader large-cap market. |
| Market risk | High | The fund is subject to systematic risks affecting the entire US equity market. |
| Concentration | Medium | The portfolio is actively managed and may be concentrated in specific themes or sectors. |
| Tracking/expense | Low | Active management fees are slightly higher than those of passive index-tracking alternatives. |
| Liquidity | Medium | Lower trading volume compared to major benchmarks may impact exit costs during market stress. |
| Business/sector quality | Medium | Performance relies on the quality of the management team's stock-picking ability. |
Risk Analysis
Volatility
BKMC exhibits volatility consistent with mid-cap stocks, which tend to be more volatile than large-cap blue-chip equivalents.
Market Risk
The fund is fully exposed to systematic equity risk, meaning it is susceptible to general economic downturns and fluctuations in the US stock market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Mid-Cap Equities | 98 | Provides focused exposure to established mid-sized US companies that often balance growth potential with stability. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Maintains minimal liquidity to manage daily inflows, outflows, and operational requirements. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 2.95% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $628.69M |
| Issuer | BNY Mellon |
| Expense Ratio | 0.04% |
| Distribution Yield | 1.41% |
| Inception | Apr 7, 2020 |
Performance
| Period | Total Return |
|---|---|
| YTD | +7.95% |
| 1 Year | +9.25% |
| 3 Year | +14.98% |
| 5 Year | +6.95% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.76% |
| 3Y Volatility | 15.75% |
| 3Y Sharpe Ratio | 0.66 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 74.75% |
| Mid Cap | 24.13% |
| Large Cap | 0.86% |
| Micro Cap | 0.05% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 19.39% |
| Technology | 16.62% |
| Healthcare | 14.06% |
| Financial Services | 13.74% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 16.42x |
| Portfolio P/B | 2.41x |
| Portfolio P/S | 1.43x |
| Holdings Turnover | 25.97% |
Top Holdings
| Holding | Weight |
|---|---|
| Guardant Health | 0.60% |
| Tenet Healthcare | 0.58% |
| Viatris | 0.55% |
| US Foods Holding | 0.55% |
| Roku | 0.54% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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