BNY Mellon Growth ETF Model
Why Invest in Our Model
- Seeks to provide investors with exposure to a growth-oriented portfolio focused on capital return.
- Invests in a diversified portfolio of ETFs from BNY Mellon and external asset managers, which are comprised of mostly stocks and some bonds.
- Model is designed to address the specific needs of investors while providing an appropriate risk tolerance.
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EXPENSE RATIO
Weighted Average Expense Ratio is calculated based on each of the underlying ETF's latest prospectus net expense ratio and the proportional size of each ETF' s weighted position within the overall portfolio.
12-Month Portfolio Yield is the sum of the portfolio's total trailing 12-month interest and dividend payments divided by the last month's ending share price (NAV) plus any capital gains distributed over the same period. The yield shown is represented by the weighted average 12 month trailing yield of the underlying ETFs' weighted positions within the portfolio.
Portfolio Asset Allocation
As of
- Display Net data
- Display Gross data
Actual Calendar Year Performance
- Display Net data
- Display Gross data
Portfolio Managers/Sub-Investment Adviser
BNY Mellon Securities Corporation (“BNYMSC”) is the investment advisor of record with respect to the SMA strategy described above; BNY Mellon Investor Solutions, LLC (“BNYM Investor Solutions”) provides certain investment advisory services to BNYMSC in connection with that strategy. Elena Goncharova, CFA, of BNYM Investor Solutions is the portfolio manager for the model, a position she has held since the model's inception. She works with clients on investment solutions tailored to clients' objectives by utilizing a multi-manager approach across multiple asset classes. Andrew Armstrong, CFA, of BNYM Investor Solutions is the investment strategist for the model, a position he has held since the December 15, 2022. He is responsible for aiding the investment decisions and improving and developing analytical models.
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Elena  Goncharova, CFA
Lead Portfolio Manager
3 year(s) as Portfolio Manager
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Andrew Armstrong, CFA
Investment Strategist
First Year as Portfolio Manager
Literature
BNY MELLON GROWTH ETF MODEL
MARK-142123-2020-09-23