OUR FIRST ETF CONVERSION
Introducing
Curated, institutional quality strategies delivered
through a liquid and tax-efficient vehicle1
At BNY Investments, we offer access to an expanding suite of ETFs managed by our affiliated investment
specialists with decades of experience to deliver outcome-oriented ETF solutions. Backed by the size,
experience and expertise of a $50 trillion financial services company with over 240 years of history, we not only
create ETF solutions but have the pulse on the entire ETF ecosystem as a provider of end-to-end services.
1 ETF tax efficiency can be derived from certain structural elements including: turnover in passive strategies is typically lower than that in active; and there can be structural tax benefits from in-kind redemptions. When assets are delivered from the ETF via an in-kind transfer, no capital gains are realized. This can allow investors more control over the timing of their tax liabilities based on when they generally sell their position. Please consult your own tax advisor or financial professional for more detailed information on tax issues as they relate to your specific situation.
Category
ACTIVE
INDEX
BKCG
BNY Mellon Concentrated Growth ETF
COMPARATIVE INDEX*: S&P 500® Index
A fund that seeks long-term capital appreciation, typically investing in 25-35 large capitalization quality growth companies
BKDV
BNY Mellon Dynamic Value ETF
COMPARATIVE INDEX*: Russell 1000® Value Index
A fund focused on capital appreciation using a ‘bottom-up’ individual stock selection process emphasizing value, sound business fundamentals and positive business momentum
BKGI
BNY Mellon Global Infrastructure Income ETF
BENCHMARK: S&P Global Infrastructure Index
A fund focused on total return that seeks to deliver quarterly income while providing exposure to traditional and nontraditional infrastructure stocks globally
BKCI
BNY Mellon Concentrated International ETF
BENCHMARK: MSCI EAFE
A fund that seeks total return, typically investing in 25 to 30 of reasonably valued companies exhibiting market leadership and long-term growth prospects
BKUI
BNY Mellon Ultra Short Income ETF
BENCHMARK: ICE BofA 3-Month U.S. Treasury Bill Index
A fund which seeks to address the growing demand for increased yield with less volatility than a short-term bond fund and potentially additional return over money market funds3
BKIV
BNY Mellon Innovators ETF
BENCHMARK: Russell 3000® Growth Index
A fund seeking long-term capital growth by investing in equity securities of US innovation-driven companies across the market capitalization spectrum
BKWO
BNY Mellon Women’s Opportunities ETF
BENCHMARK: S&P 500® Index
A fund seeking long-term capital growth by investing principally in US companies that have attractive financial attributes while demonstrating practices that promote women’s opportunities
BKHY
BNY Mellon High Yield
BENCHMARK: Bloomberg US Corporate High Yield Total Return Index
A fund tracking the high yield, fixed-rate corporate bond market
BKLC
BNY Mellon US Large Cap Core Equity ETF
BENCHMARK: Solactive GBS United States 500 Index TR
A fund focused on US large-cap equities, capturing the top 70 percent of stocks by market capitalization2
BKSE
BNY Mellon US Small Cap Core Equity ETF
BENCHMARK: Solactive GBS United States 600 Index TR
A fund focused on US small-cap equities, capturing stocks that range between the 90th-97th percentile by market capitalization2
BKMC
BNY Mellon US Mid Cap Core Equity ETF
BENCHMARK: Solactive GBS United States 400 Index TR
A fund focused on US mid-cap equities, capturing stocks that range between the 70th-90th percentile by market capitalization2
BKIE
BNY Mellon International Equity ETF
BENCHMARK: Solactive GBS Developed Markets ex United States Large & Mid Cap Index NTR
A fund focused on international developed equities, capturing the top 70 percent of stocks in the universe by market capitalization2
BKEM
BNY Mellon Emerging Markets Equity ETF
BENCHMARK: Solactive GBS Emerging Markets Large & Mid Cap USD Index NTR
A fund focused on emerging market equities, capturing the top 70 percent of stocks in the universe by market capitalization2
BKAG
BNY Mellon Core Bond ETF
BENCHMARK: Bloomberg US Aggregate Total Return Index
A broad-based benchmark fund focused on tracking the US Bond Market
* The referenced ETF does not utilize a formal benchmark; instead the named index represents the comparative index as a broad measure of performance.
2 Please see important ESG investment approach risks in the disclosures.
3 The fund is not a money market fund and is not subject to the liquidity requirements and investment and credit quality restrictions applicable to money market funds. There can be no guarantee that the fund will generate higher returns than money market funds.
OUR INSIGHTS
Discover all BNY Mellon ETFs
Contact a BNY Brokerage Services Representative at 1-800-843-5466
The performance data quoted represents past performance, which is no guarantee of future results. Share price, yield and investment return fluctuate and an investor's shares may be worth more or less than original cost upon redemption. Current performance may be lower or higher than the performance quoted.
Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. To obtain a prospectus, or a summary prospectus, if available, that contains this and other information about a fund, contact your financial advisor or visit bny.com/investments. Please read the prospectus carefully before investing.
ETF shares are listed on an exchange, and shares are generally purchased and sold in the secondary market at market price. At times, the market price may be at a premium or discount to the ETF's per share NAV. In addition, ETFs are subject to the risk that an active trading market for an ETF's shares may not develop or be maintained. Buying or selling ETF shares on an exchange may require the payment of brokerage commissions.
ETFs trade like stocks, are subject to investment risk, including possible loss of principal. The risks of investing in the ETF typically reflect the risks associated with the types of instruments in which the ETF invests. Diversification cannot assure a profit or protect against loss.
Bonds are subject to interest rate, credit, liquidity, call and market risks, to varying degrees. Generally, all other factors being equal, bond prices are inversely related to interest-rate changes and rate increases can cause price declines. High yield bonds involve increased credit and liquidity risk than higher rated bonds and are considered speculative in terms of the issuer's ability to pay interest and repay principal on a timely basis. Equities are subject to market, market sector, market liquidity, issuer, and investment style risks to varying degrees. Small and midsized company stocks tend to be more volatile and less liquid than larger company stocks as these companies are less established and have more volatile earnings histories. Investing in foreign denominated and/or domiciled securities involves special risks, including changes in currency exchange rates, political, economic, and social instability, limited company information, differing auditing and legal standards, and less market liquidity. These risks generally are greater with emerging market countries.
ESG investment approach risk ESG investment approach risk. A fund's incorporation of ESG considerations into its investment approach may cause it to make different investments than funds that invest principally in bonds or equities but do not incorporate ESG considerations when selecting investments. Under certain economic conditions, this could cause the fund to underperform funds that do not incorporate ESG considerations. For example, the incorporation of ESG considerations may result in the fund forgoing opportunities to buy certain securities when it might otherwise be advantageous to do so or selling securities when it might otherwise be disadvantageous for the fund to do so. The incorporation of ESG considerations may also affect the fund's exposure to certain sectors and/or types of investments, and may adversely impact the fund's performance depending on whether such sectors or investments are in or out of favor in the market. The manager's security selection process incorporates ESG data provided by third parties, which may be limited for certain issuers and/or only take into account one or a few ESG related components. In addition, ESG data may include quantitative and/or qualitative measures, and consideration of this data may be subjective. Different methodologies may be used by the various data sources that provide ESG data. ESG data from third parties used by managers as part of its proprietary ESG process often lacks standardization, consistency and transparency, and for certain issuers such data may not be available complete or accurate. The manager's evaluation of ESG factors relevant to a particular issuer may be adversely affected in such instances. As a result, the fund's investments may differ from, and potentially underperform, funds that incorporate ESG data from other sources or utilize other methodologies.
The ETF funds will issue (or redeem) fund shares to certain institutional investors known as Authorized Participants (typically market makers or other broker-dealers) only in large blocks of fund shares known as Creation Units. BNY Mellon Securities Corporation ("BNYSC"), a subsidiary of BNY, serves as distributor of the fund. BNYSC does not distribute fund shares in less than Creation Units, nor does it maintain a secondary market in fund shares. BNYSC may enter into selected agreements with Authorized Participants for the sale of Creation Units of fund shares.
The ETF funds are not sponsored, endorsed, sold or promoted by Morningstar Inc. or Bloomberg Index Services Limited (together "index provider") and the index provider makes no representation regarding the advisability of investing in the fund. The index provider determines the composition of the index and relative weightings of the securities in the index, which is subject to change by the index provider. The index provider publishes information regarding the market value of the index.
Past performance is no guarantee of future results.
This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, investment manager or account arrangement and should not serve as a primary basis for investment decisions. Please consult a legal, tax or investment advisor in order to determine whether an investment product or service is appropriate for a particular situation.
BNY Investments is one of the world's leading investment management organizations, encompassing BNY’s affiliated investment management firms and global distribution companies. BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.
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