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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.04% -0.05% 451.89M 8469.00
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.40% 25.97% -9.014M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the performance of the Solactive GBS United States 400 Index TR. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of medium-capitalization U.S. companies, ETFs providing exposure to such securities, and derivatives with economic characteristics similar to such securities. The index is a free float market capitalization weighted index designed to measure the performance of 400 mid-capitalization companies listed on U.S. stock markets. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth
Fund Owner Firm Name BNY Mellon
Prospectus Benchmark Index
Solactive GBS United States 400 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David France 3.43 yrs
Marlene Walker-Smith 3.43 yrs
Michael Stoll 3.43 yrs
Todd Frysinger 3.43 yrs
Vlasta Sheremeta 3.43 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 22, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
23.82%
-16.05%
17.50%
1.81%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.50%
21.90%
-8.86%
32.27%
0.36%
27.43%
-5.90%
7.00%
3.43%
19.37%
-13.85%
21.30%
17.59%
30.70%
-15.90%
18.17%
3.47%
--
--
28.35%
6.90%
22.75%
-13.12%
15.49%
6.63%
--
--
--
14.56%
26.34%
-12.58%
15.17%
4.17%
As of April 22, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.73% Upgrade Upgrade
Stock 99.27% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the performance of the Solactive GBS United States 400 Index TR. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of medium-capitalization U.S. companies, ETFs providing exposure to such securities, and derivatives with economic characteristics similar to such securities. The index is a free float market capitalization weighted index designed to measure the performance of 400 mid-capitalization companies listed on U.S. stock markets. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth
Fund Owner Firm Name BNY Mellon
Prospectus Benchmark Index
Solactive GBS United States 400 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David France 3.43 yrs
Marlene Walker-Smith 3.43 yrs
Michael Stoll 3.43 yrs
Todd Frysinger 3.43 yrs
Vlasta Sheremeta 3.43 yrs

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