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FLCC - ETF AI Analysis
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Federated Hermes MDT Large Cap Core ETF (FLCC)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Alphabet, and Broadcom, have delivered strong year-to-date performance, driving the fund’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Low Expense Ratio
The fund’s expense ratio is relatively low, making it cost-effective for investors compared to similar ETFs.
Negative Factors
High Technology Exposure
With over 33% of the portfolio in Technology, the fund is heavily reliant on this sector, increasing sensitivity to tech market fluctuations.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
Underperforming Holding
Adobe, one of the top holdings, has shown negative year-to-date performance, slightly dragging on overall returns.
FLCC vs. SPDR S&P 500 ETF (SPY)
AUM49.48M
RegionNorth America
Expense Ratio0.29%
Beta1.02
IssuerFederated Hermes
Inception DateJul 31, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,829
30 Day Avg. Volume12,165
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
38.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering150
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FLCC Summary
The Federated Hermes MDT Large Cap Core ETF (FLCC) is an investment fund that focuses on large-cap companies, which are typically well-established and financially stable. It includes major players like Microsoft and Nvidia, making it a great option for those interested in investing in leading corporations across sectors like technology, healthcare, and finance. This ETF is ideal for investors seeking steady growth and diversification by spreading their money across multiple industries. However, since it heavily invests in technology companies, its performance can be impacted by changes in the tech sector or broader market trends.
How much will it cost me?The Federated Hermes MDT Large Cap Core ETF (FLCC) has an expense ratio of 0.29%, meaning you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, which typically involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The FLCC ETF, with its strong focus on large-cap U.S. companies, could benefit from continued growth in the technology sector, especially as its top holdings include major players like Microsoft, Nvidia, and Apple. However, rising interest rates or economic slowdowns could negatively impact consumer spending and the financial sector, which are also significant parts of the ETF's portfolio. Regulatory changes or geopolitical tensions affecting the U.S. market could further influence its performance.
FLCC Top 10 Holdings
The Federated Hermes MDT Large Cap Core ETF leans heavily on tech giants like Microsoft and Alphabet, which are driving performance with their strong focus on AI and cloud innovation, despite some valuation concerns. Apple is steady but losing a bit of its shine, while Nvidia’s high-flying growth story faces mixed signals due to inventory and geopolitical challenges. Financials like State Street are quietly rising, adding stability to the fund’s U.S.-centric portfolio. With over a third of its weight in technology, this ETF is riding the wave of innovation but remains vulnerable to sector-specific volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 6.53% | $3.24M | $3.63T | 11.39% | 79 Outperform | |
| Alphabet Class A | 5.43% | $2.70M | $3.80T | 60.58% | 85 Outperform | |
| Apple | 5.39% | $2.68M | $4.05T | 5.71% | 79 Outperform | |
| Nvidia | 5.38% | $2.67M | $4.58T | 34.79% | 76 Outperform | |
| Amazon | 2.86% | $1.42M | $2.48T | 2.35% | 71 Outperform | |
| Meta Platforms | 2.50% | $1.24M | $1.68T | 10.64% | 76 Outperform | |
| Adobe | 2.43% | $1.20M | $147.76B | -21.59% | 80 Outperform | |
| Broadcom | 2.35% | $1.17M | $1.66T | 42.74% | 76 Outperform | |
| AbbVie | 2.03% | $1.01M | $406.30B | 28.29% | 66 Neutral | |
| State Street | 1.75% | $870.40K | $36.93B | 32.80% | 75 Outperform |
FLCC Technical Analysis
Positive
―
Price Trends
32.15
Positive
31.89
Positive
30.17
Positive
Market Momentum
0.23
Negative
63.06
Neutral
92.12
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FLCC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.57, equal to the 50-day MA of 32.15, and equal to the 200-day MA of 30.17, indicating a bullish trend. The MACD of 0.23 indicates Negative momentum. The RSI at 63.06 is Neutral, neither overbought nor oversold. The STOCH value of 92.12 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FLCC.
FLCC Peer Comparison
Comparison Results
Performance Comparison
FLCC
Federated Hermes MDT Large Cap Core ETF
33.09
4.69
16.51%
BCUS
Bancreek U.S. Large Cap ETF
―
―
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UPSD
Aptus Large Cap Upside ETF
―
―
―
PRCS
Parnassus Core Select ETF
―
―
―
HUSV
First Trust Horizon Managed Volatility Domestic ETF
―
―
―
LVDS
JPMorgan Fundamental Data Science Large Value ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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