BKCG

BNY Mellon Concentrated Growth ETF

$35.82
+0.00%
Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The BNY Mellon Concentrated Growth ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of growth-oriented companies.

Overview

ETF tracking BNY Mellon Concentrated Growth ETF

Category Growth
Issuer Other
Inception Date 2025-03-31
Market Cap $123.4M
Average Volume N/A
Dividend Yield 0.40%
52-Week Range $27.52 - $36.58
VWAP $35.82

Performance

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Investment Summary

📎 Investment Objective

The BNY Mellon Concentrated Growth ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of growth-oriented companies.

🎯 Investment Strategy

The fund invests primarily in equity securities of U.S. companies that the portfolio managers believe have above-average growth potential. The managers use a bottom-up, fundamental research approach to identify companies they believe are well-positioned to grow their earnings and revenues over time.

✨ Key Features

  • Concentrated portfolio of approximately 30-40 stocks
  • Focuses on companies with strong growth prospects
  • Actively managed by experienced portfolio managers
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Concentration risk as the fund holds a limited number of securities
  • Potential for higher volatility compared to the broader market
  • Reliance on the portfolio managers' ability to identify growth companies
  • Lack of performance history to evaluate long-term returns

👤 Best For

This ETF may be suitable for growth-oriented investors with a long-term investment horizon who are willing to accept the higher level of risk associated with a concentrated portfolio of growth stocks.