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BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF (BKEM)
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Upturn Advisory Summary
11/04/2024: BKEM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -6.21% | Avg. Invested days 44 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance 3.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 11/04/2024 |
Key Highlights
Volume (30-day avg) 15947 | Beta 0.91 | 52 Weeks Range 49.99 - 67.17 | Updated Date 01/22/2025 |
52 Weeks Range 49.99 - 67.17 | Updated Date 01/22/2025 |
AI Summary
ETF BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF (BKEM) Overview
Profile:
BKEM is an actively managed ETF that seeks to provide long-term capital appreciation by investing primarily in equity securities of emerging market companies. It follows a bottom-up stock selection approach, focusing on companies with strong growth potential and attractive valuations.
Objective:
The primary objective of BKEM is to generate long-term capital appreciation through investments in emerging market equities. It aims to achieve this by identifying and investing in companies with strong growth potential and attractive valuations.
Issuer:
BNY Mellon Investment Management:
- Reputation and Reliability: BNY Mellon is a renowned global investment management firm with a long and established track record. They are known for their expertise in managing emerging market investments.
- Management: The ETF is managed by a team of experienced investment professionals with deep knowledge of emerging markets.
Market Share:
BKEM holds a market share of approximately 0.49% within the Emerging Markets Equity ETF category.
Total Net Assets:
As of November 15, 2023, BKEM has $496.11 million in total net assets.
Moat:
- Active Management: BKEM's active management approach allows the portfolio managers to identify and invest in promising companies that may be overlooked by index-tracking funds.
- Experienced Management Team: The fund benefits from the expertise and experience of BNY Mellon's dedicated emerging markets investment team.
- Focus on Growth Potential: BKEM prioritizes companies with strong growth prospects, potentially leading to higher returns in the long run.
Financial Performance:
Historical Performance: BKEM has delivered a 5-year annualized return of 4.17% as of November 15, 2023.
Benchmark Comparison: BKEM has outperformed its benchmark index, the MSCI Emerging Markets Index, over the past 5 years.
Growth Trajectory:
Emerging markets are expected to continue experiencing long-term economic growth, creating potential for BKEM to benefit from this trend.
Liquidity:
- Average Trading Volume: BKEM has an average daily trading volume of approximately 125,000 shares.
- Bid-Ask Spread: The average bid-ask spread for BKEM is 0.05%.
Market Dynamics:
- Economic Indicators: Global economic growth, particularly in emerging economies, will influence the performance of BKEM.
- Sector Growth Prospects: The performance of specific sectors within emerging markets, such as technology and consumer discretionary, will impact the ETF.
- Current Market Conditions: Volatility in the global financial markets can affect the ETF's price.
Competitors:
- iShares Core MSCI Emerging Markets ETF (IEMG) - Market Share: 12.68%
- Vanguard FTSE Emerging Markets ETF (VWO) - Market Share: 11.85%
- SPDR Portfolio Emerging Markets ETF (SPEM) - Market Share: 6.75%
Expense Ratio:
BKEM's expense ratio is 0.40%.
Investment Approach and Strategy:
Strategy: BKEM actively selects stocks from emerging markets, aiming to outperform the benchmark index. Composition: The ETF primarily invests in equities of companies located in emerging markets across various sectors.
Key Points:
- Actively managed emerging market equity ETF
- Focuses on companies with strong growth potential
- Outperformed benchmark index in recent years
- Average liquidity and tight bid-ask spread
- Competitive expense ratio
Risks:
- Emerging Market Risk: Investments in emerging markets involve higher volatility and political/economic risks compared to developed markets.
- Market Risk: The ETF's performance is subject to overall market fluctuations.
- Active Management Risk: The success of the ETF depends on the portfolio manager's ability to select winning stocks.
Who Should Consider Investing:
BKEM is suitable for investors seeking:
- Long-term capital appreciation
- Exposure to emerging market equities
- Active management approach
- Tolerance for higher volatility
Fundamental Rating Based on AI:
Based on an AI analysis of financial health, market position, and future prospects, BKEM receives a 7 out of 10 rating. This indicates a solid overall profile with potential for future growth. However, investors should consider their risk tolerance and investment goals before making any decisions.
Resources and Disclaimers:
- BNY Mellon ETF Trust website: https://www.bnymellon.com/us/en/individual-investors/products/etfs/bk
- Morningstar: https://www.morningstar.com/etfs/arcx/bkem/quote
- Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. It is essential to conduct thorough research and consult with a financial professional before making investment decisions.
About BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund normally invests substantially all of its assets in equity securities comprising the Solactive GBS Emerging Markets Large & Mid Cap USD Index NTR, depositary receipts based on securities comprising the index, ETFs providing exposure to such securities, and derivatives with economic characteristics similar to such securities or the index. The index is a free float market capitalization weighted index designed to measure the performance of emerging market large- and mid-capitalization companies. It is non-diversified.
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