Morningstar

BNY Mellon US Small Cap Core Equity ETF BKSE

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

Morningstar’s Analysis BKSE

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

  • People Pillar

    The People Pillar is our evaluation of the BKSE 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 BKSE’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 US Small Cap Core Equity ETF's downgrade to a Morningstar Medalist Rating of Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BKSE

More BKSE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini Russell 2000 Index Future Sept 24

0.57 666,930
—

Dreyfus Institutional Pre

0.51 594,710
Cash and Equivalents

Bright Horizons Family Solutions Inc

0.42 487,454
Consumer Cyclical

Meritage Homes Corp

0.36 426,445
Consumer Cyclical

Carpenter Technology Corp

0.36 422,584
Industrials

Taylor Morrison Home Corp

0.35 410,376
Consumer Cyclical

MGIC Investment Corp

0.35 407,389
Financial Services

VF Corp

0.35 407,030
Consumer Cyclical

Synovus Financial Corp

0.35 406,409
Financial Services

Essent Group Ltd

0.35 406,184
Financial Services

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