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BNY Mellon Growth ETF Model

Overview

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.
INCEPTION
DATE
08/01/20
WEIGHTED AVG.
EXPENSE RATIO
0.05%As of 02/28/23

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

Performance
  • Display Net data
  • Display Gross data
Annualized Returns
As of 02/28/23 3M As of 02/28/23 YTD 1 YR 3 YRS 5 YRS 10 YRS SINCE INCEPTION
BNY Mellon Growth ETF Model - Net -0.14 4.15 -8.69 4.99
Custom (Growth) 0.15 4.09 -7.40 - - - -

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.

    • Elena  Goncharova, CFA

      Lead Portfolio Manager

      3 year(s) as Portfolio Manager

    • Andrew Armstrong, CFA

      Investment Strategist

      First Year as Portfolio Manager
    Literature

    Literature

    BNY MELLON GROWTH ETF MODEL

    MARK-142123-2020-09-23