BNY Mellon Concentrated Growth ETF

Frequently Asked Questions About BKCG

What does BKCG invest in?

The primary objective of this fund is to generate substantial capital appreciation over the long term. It primarily invests in the equities of large, established corporations, which are defined as companies possessing a market capitalization of $5 billion or more at the time of acquisition. The strategy focuses on what the managers identify as "growth" enterprises, characterized by projected revenue expansion exceeding the U.S. gross domestic product and a potential for sustained increases in per-share earnings and/or cash flow. Employing an enduring "buy-and-hold" investment approach, the fund anticipates a low annual portfolio turnover. Its holdings typically consist of 25 to 35 different companies. As a liquid Exchange Traded Fund, it allows investors to purchase or sell shares whenever the market is open.

What is the expense ratio of BKCG?

BNY Mellon Concentrated Growth ETF (BKCG) charges an expense ratio of 0.50%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BKCG?

BNY Mellon Concentrated Growth ETF (BKCG) manages $118.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BKCG actively managed or an index fund?

BKCG's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BKCG launched?

BNY Mellon Concentrated Growth ETF (BKCG) launched in November 1997 and is managed by BNY Mellon.

How has BKCG performed?

BKCG's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.