(BKGI) BNY Mellon Trust - BNY - Overview

ETF Category: Infrastructure | Exchange: BATS (USA) | Market Cap: 1.076m USD | Total Return: 24.6% in 12m

Infrastructure Equities, Dividend Securities, Foreign Stocks
Total Rating 70
Safety 57
Buy Signal -0.16
Infrastructure
Category Rotation: -0.9
TER: 0.65%
AUM: 1.08B
Avg Turnover: 9.26M
Risk 3d forecast
Volatility13.2%
VaR 5th Pctl2.44%
VaR vs Median2.64%
Reward TTM
Sharpe Ratio1.60
Rel. Str. IBD53.3
Rel. Str. Peer Group25
Character TTM
Beta0.214
Beta Downside0.007
Hurst Exponent0.456
Drawdowns 3y
Max DD14.16%
CAGR/Max DD1.61
CAGR/Mean DD10.03

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: BKGI BNY Mellon Trust - BNY

The BNY Mellon Global Infrastructure Income ETF (BKGI) focuses on dividend-paying infrastructure companies, maintaining at least 80% of its net assets in this sector. Managed by Newton Investment Management, the fund adopts a global strategy, typically allocating a minimum of 40% of its assets to foreign companies outside the United States.

The infrastructure sector primarily consists of essential physical systems such as utilities, transportation networks, and energy midstream assets, which often operate under long-term contracts or regulated frameworks. These business models typically generate stable, inflation-linked cash flows, allowing for the consistent dividend payments targeted by this fund.

You may find additional data points on these holdings at ValueRay to further your due diligence.

Headlines to Watch Out For
  • Global interest rate cycles dictate valuation multiples for capital-intensive infrastructure assets
  • Dividend yield spreads relative to government bonds influence investor capital inflows
  • Regulatory shifts in global utility pricing impact underlying portfolio company margins
  • Foreign exchange fluctuations affect net asset value and international dividend distributions
  • Global infrastructure spending initiatives drive long-term revenue growth for portfolio constituents
What is the price of BKGI shares?

As of May 30, 2026, the stock is trading at USD 45.58 with a total of 157,698 shares traded.
Over the past week, the price has changed by -2.00%, over one month by +2.96%, over three months by -0.98% and over the past year by +24.62%.

Is BKGI a buy, sell or hold?

BNY Mellon Trust - BNY has no consensus analysts rating.