BKDV ETF Analysis: BNY Mellon Dynamic Value | NYSE
US Equity | NYSE, USA | Market Cap: 2.270m USD | 12M Return: 25.3% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 21.9M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 1.9 years of data
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.
The BNY Mellon Dynamic Value ETF (BKDV) pursues its investment objective by primarily holding equity securities, investing substantially all of its assets in stocks. Under its 80% policy, the fund commits at least 80% of its net assets (plus any borrowings for investment purposes) to companies identified as value companies by its sub-adviser, NIMNA. The fund principally invests in common stocks, reflecting a classic value-investing approach that targets companies whose shares appear undervalued relative to fundamentals such as earnings, book value, or cash flow.
Launched on November 1, 2024, and listed on the NYSE, BKDV is categorized as a Large Value ETF and holds a mid-cap market capitalization of approximately $2 billion. As a value-oriented equity ETF, it is designed to give investors exposure to large-capitalization U.S. companies trading below their intrinsic worth, complementing growth strategies within a diversified portfolio.
- Value stocks outperform growth as Fed pauses rate hikes
- ETF inflows expand AUM and fee revenue
- Financials and energy holdings benefit from rising yields
As of November 01, 2026, the stock is trading at USD 34.72 with a total of 614,316 shares traded. Over the past week, the price has changed by +0.81%, over one month by +2.48%, over three months by +3.03% and over the past year by +25.29%.
Current recommended Stop Loss: 34.30 (which is 1.2% or 1.8 ATR below the current price).
BNY Mellon Dynamic Value has no consensus analysts rating.