BKDV

BNY Mellon Dynamic Value ETF

$28.03
+0.00%
Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The BNY Mellon Dynamic Value ETF seeks to provide long-term capital appreciation by investing in a portfolio of undervalued stocks that exhibit the potential for price appreciation.

Overview

ETF tracking BNY Mellon Dynamic Value ETF

Category Value
Issuer Other
Inception Date 2024-11-04
Market Cap $468.2M
Average Volume N/A
Dividend Yield 0.24%
52-Week Range $22.36 - $28.51
VWAP $28.05

Performance

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Investment Summary

📎 Investment Objective

The BNY Mellon Dynamic Value ETF seeks to provide long-term capital appreciation by investing in a portfolio of undervalued stocks that exhibit the potential for price appreciation.

🎯 Investment Strategy

The fund employs a dynamic value investing approach, using fundamental analysis to identify companies that are trading at a discount to their intrinsic value. The portfolio managers actively monitor the holdings and make adjustments to capture market opportunities.

✨ Key Features

  • Actively managed portfolio of undervalued stocks with growth potential
  • Flexible investment approach to adapt to changing market conditions
  • Diversified exposure to a range of value-oriented companies
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the fund's holdings may decline due to general market conditions
  • Equity risk: The fund is subject to the volatility and risks associated with the stock market
  • Sector concentration risk: The fund may have significant exposure to certain sectors, which could increase its vulnerability to events affecting those sectors
  • Active management risk: The fund's performance may deviate from the broader market due to the investment decisions made by the portfolio managers

👤 Best For

The BNY Mellon Dynamic Value ETF may be suitable for long-term investors seeking exposure to undervalued stocks with the potential for capital appreciation. This fund may be appropriate for investors with a moderate to high-risk tolerance who are willing to accept the volatility associated with a value-oriented equity strategy.