BKGI ETF Analysis: BNY Mellon Trust - BNY | BATS

Infrastructure | BATS, USA | Market Cap: 1.192m USD | 12M Return: 22.1% | Charts, Fundamentals & Technical Analysis

Dividend Infrastructure, Global Equity, Utilities, Transportation
Total Rating 65
Safety 51
Buy Signal -0.10
Infrastructure
Category Rotation: -5.4
TER: 0.65%
AUM: 1.19B
Avg Turnover: 10.9M
Risk 3d forecast
Volatility11.9%
VaR 5th Pctl2.19%
VaR vs Median1.92%
Reward TTM
Sharpe Ratio1.42
Rel. Str. IBD59.6
Rel. Str. Peer Group58.3
Character TTM
Beta0.190
Beta Downside-0.031
Hurst Exponent0.469
Drawdowns 3y
Max DD13.14%
CAGR/Max DD1.66
CAGR/Mean DD9.90

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 3.6 years of data

Jan +1.1% 16
Feb +0.7% 13
Mar +1.3% 14
Apr +0.1% 11
May +0.4% 11
Jun -1.2% 39
Jul +0.6% 0
Aug -0.6% 0
Sep -0.4% 0
Oct -2.7% 30
Nov -0.1% 12
Dec -4.6% 17

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BKGI BNY Mellon Trust - BNY

The BNY Mellon Global Infrastructure Income ETF (BKGI) pursues its investment objective by allocating at least 80% of its net assets to securities of dividend-paying infrastructure companies worldwide, including the United States. The fund maintains a global mandate, requiring at least 40% of its net assets (and a minimum of 30% under unfavorable market conditions as determined by Newton) to be invested in foreign companies. It operates as a non-diversified fund, meaning holdings may be concentrated in a smaller number of issuers relative to diversified peers.

The infrastructure sector typically encompasses companies involved in the development, maintenance, and operation of essential physical systems such as utilities, transportation networks, energy pipelines, water facilities, and telecommunications assets. A focus on dividend-paying issuers reflects an income-oriented strategy common in this space, as many infrastructure operators generate stable, regulated cash flows that support consistent dividend distributions to shareholders.

Headlines to Watch Out For
  • AI data center demand boosts global infrastructure dividend growth
  • Foreign currency fluctuations impact returns with 40%+ non-US holdings
  • Rising interest rates pressure infrastructure dividend stock valuations
What is the price of BKGI shares?

As of July 25, 2026, the stock is trading at USD 46.10 with a total of 1,094,502 shares traded. Over the past week, the price has changed by +0.88%, over one month by +4.04%, over three months by +4.23% and over the past year by +22.10%.

Current recommended Stop Loss: 45.40 (which is 1.5% or 1.5 ATR below the current price).

Is BKGI a buy, sell or hold?

BNY Mellon Trust - BNY has no consensus analysts rating.