Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
BNY Mellon US Mid Cap Core Equity ETF (BKMC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/31/2025: BKMC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 8.42% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 82.26 - 110.11 | Updated Date 06/30/2025 |
52 Weeks Range 82.26 - 110.11 | Updated Date 06/30/2025 |
Upturn AI SWOT
BNY Mellon US Mid Cap Core Equity ETF
ETF Overview
Overview
The BNY Mellon US Mid Cap Core Equity ETF (BKMC) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Morningstaru00ae US Mid Cap IndexSM. It offers exposure to mid-capitalization US equities.
Reputation and Reliability
BNY Mellon is a well-established financial institution with a long history and a solid reputation in asset management.
Management Expertise
BNY Mellon has a dedicated team of investment professionals managing its ETF offerings, leveraging their expertise in portfolio management and index tracking.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the performance of the Morningstaru00ae US Mid Cap IndexSM.
Investment Approach and Strategy
Strategy: The ETF employs a 'passive' or indexing investment approach, attempting to approximate the investment performance of the Morningstaru00ae US Mid Cap IndexSM.
Composition The ETF holds a diversified portfolio of mid-capitalization US stocks, reflecting the composition of its benchmark index.
Market Position
Market Share: Data not readily available to determine exact market share.
Total Net Assets (AUM): 149391300
Competitors
Key Competitors
- IVOO
- IJH
- IWR
Competitive Landscape
The mid-cap ETF market is competitive, with many established players offering similar strategies. BKMC's low expense ratio is a potential advantage. A disadvantage of BKMC is its relatively lower AUM compared to competitors, which could impact liquidity. Other ETFs may have longer track records.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources. Performance varies based on market conditions.
Benchmark Comparison: The ETF's performance is designed to track the Morningstaru00ae US Mid Cap IndexSM, so any divergence can be attributed to tracking error and expenses.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
Average trading volume should be obtained from reliable financial sources.
Bid-Ask Spread
Bid-ask spread varies with market conditions and should be obtained from reliable financial sources.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward mid-cap stocks all affect BKMC's performance.
Growth Trajectory
Growth depends on the performance of the US mid-cap equity market; changes in holdings reflect changes in the underlying index.
Moat and Competitive Advantages
Competitive Edge
BKMC's competitive edge is its very low expense ratio, making it an attractive option for cost-conscious investors seeking broad mid-cap exposure. Its focus on core equity investing provides stability. BNY Mellon's reputation adds to its appeal. The ETF's passive management approach aims for consistent tracking of its benchmark.
Risk Analysis
Volatility
Volatility is tied to the inherent volatility of the mid-cap equity market. Historical volatility data should be obtained from reliable financial sources.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices due to economic conditions, industry trends, and company-specific factors. Mid-cap stocks are generally riskier than large-cap stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad exposure to the US mid-cap equity market, desiring low costs, and with a moderate risk tolerance.
Market Risk
The ETF is suitable for long-term investors seeking diversification and passive index exposure.
Summary
The BNY Mellon US Mid Cap Core Equity ETF (BKMC) offers a low-cost way to invest in a broad portfolio of US mid-cap stocks. It tracks the Morningstaru00ae US Mid Cap IndexSM, aiming to replicate its performance. Its low expense ratio makes it appealing to cost-conscious investors. Investors should consider the ETF's risks and benefits in relation to their investment goals and risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BNY Mellon Investment Management
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results. Market share data may not be readily available.
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.
About BNY Mellon US Mid Cap Core Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of medium-capitalization U.S. companies, ETFs providing exposure to such securities, and derivatives with economic characteristics similar to such securities. The index is a free float market capitalization weighted index designed to measure the performance of 400 mid-capitalization companies listed on U.S. stock markets. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.