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FLCG - ETF AI Analysis
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Federated Hermes MDT Large Cap Growth ETF (FLCG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the ETF’s overall returns.
Sector Leadership in Technology
With over half of its exposure in the technology sector, the ETF benefits from the strong growth trends in this industry.
Reasonable Expense Ratio
The ETF charges a competitive expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
High Sector Concentration
Over 53% of the portfolio is concentrated in technology, which increases vulnerability to sector-specific downturns.
Underperforming Holdings
Some holdings, like Adobe and Amazon, have lagged in performance, potentially dragging down overall returns.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, offering minimal exposure to international markets.
FLCG vs. SPDR S&P 500 ETF (SPY)
AUM338.79M
RegionNorth America
Expense Ratio0.39%
Beta1.21
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. Volume105,991
30 Day Avg. Volume69,008
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
39.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering96
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FLCG Summary
The Federated Hermes MDT Large Cap Growth ETF (Ticker: FLCG) is an investment fund that focuses on large companies in the U.S. with strong growth potential. It includes well-known names like Nvidia and Microsoft, which are leaders in technology and innovation. This ETF is designed for investors who want to grow their money over time by investing in successful, fast-growing companies across sectors like tech, healthcare, and consumer goods. It also offers diversification by holding a mix of stocks rather than just one. However, since it’s heavily focused on technology (over 50% of its holdings), its performance can be impacted by changes in the tech industry or broader market trends.
How much will it cost me?The Federated Hermes MDT Large Cap Growth ETF (FLCG) has an expense ratio of 0.39%, meaning you’ll pay $3.90 per year for every $1,000 invested. This expense ratio is slightly higher than average because the fund is actively managed, requiring more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The Federated Hermes MDT Large Cap Growth ETF (FLCG) is heavily focused on U.S.-based technology and consumer cyclical sectors, which could benefit from innovation and strong consumer demand, especially if economic conditions remain favorable and interest rates stabilize or decrease. However, the ETF's reliance on tech giants like Nvidia, Microsoft, and Apple makes it vulnerable to regulatory changes, slowing growth in the tech sector, or broader economic downturns that could negatively impact high-growth companies. Diversification across sectors helps mitigate risks, but its concentration in a few top holdings could amplify volatility during market shifts.
FLCG Top 10 Holdings
The Federated Hermes MDT Large Cap Growth ETF leans heavily into technology, with giants like Microsoft and Nvidia leading the charge. While Nvidia’s focus on AI and data centers has kept its long-term growth story intact, recent momentum has been mixed, and Microsoft is showing signs of losing steam after a strong start to the year. Apple’s steady rise and Alphabet’s surging performance, driven by AI and cloud investments, have provided a solid boost to the fund. However, lagging names like Meta and Adobe are holding back gains, reflecting challenges in valuation and bearish sentiment. Overall, the fund’s tech-heavy positioning underscores its reliance on innovation-driven growth, with a clear U.S. focus.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 11.88% | $40.75M | $3.54T | 10.74% | 79 Outperform | |
| Nvidia | 11.48% | $39.38M | $4.15T | 33.26% | 76 Outperform | |
| Apple | 10.40% | $35.69M | $4.02T | 8.97% | 79 Outperform | |
| Alphabet Class A | 6.36% | $21.83M | $3.59T | 60.45% | 85 Outperform | |
| Broadcom | 4.41% | $15.13M | $1.54T | 51.10% | 76 Outperform | |
| Amazon | 3.69% | $12.66M | $2.37T | 1.55% | 71 Outperform | |
| Meta Platforms | 3.51% | $12.05M | $1.64T | 11.56% | 76 Outperform | |
| Tesla | 3.19% | $10.94M | $1.55T | 10.82% | 73 Outperform | |
| Adobe | 3.16% | $10.83M | $148.46B | -18.65% | 80 Outperform | |
| GE Vernova Inc. | 2.56% | $8.80M | $166.64B | 92.14% | 69 Neutral |
FLCG Technical Analysis
Neutral
―
Price Trends
32.73
Negative
32.27
Positive
30.02
Positive
Market Momentum
0.03
Positive
48.17
Neutral
20.66
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FLCG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 32.72, equal to the 50-day MA of 32.73, and equal to the 200-day MA of 30.02, indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 48.17 is Neutral, neither overbought nor oversold. The STOCH value of 20.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FLCG.
FLCG Peer Comparison
Comparison Results
Performance Comparison
FLCG
Federated Hermes MDT Large Cap Growth ETF
32.65
3.86
13.41%
TGRT
T. Rowe Price Growth ETF
―
―
―
IWLG
IQ Winslow Large Cap Growth ETF
―
―
―
QDVO
Amplify CWP Growth & Income ETF
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―
―
LRGE
ClearBridge Large Cap Growth ESG ETF
―
―
―
LRGG
Macquarie Focused Large Growth 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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