BKIV – BNY Mellon Innovators ETF – ETF Stock Quote | Morningstar

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Will BKIV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BKIV’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

BNY Mellon Innovators ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Aug 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 44.4

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
NVIDIA Corp	13.56	2.0 Mil	Technology
Alphabet Inc Class C	5.09	748,279	Communication Services
Insmed Inc	4.38	644,336	Healthcare
CoStar Group Inc	3.68	541,873	Real Estate
Netflix Inc	3.57	524,610	Communication Services
Inspire Medical Systems Inc	3.01	443,076	Healthcare
Repligen Corp	2.99	440,112	Healthcare
Klaviyo Inc Class A common stock	2.89	425,591	Technology
Sarepta Therapeutics Inc	2.68	394,712	Healthcare
Freshpet Inc	2.54	373,456	Consumer Defensive

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